CRM Contact Activity

What is CRM?

CRM is an acronym for Customer Relationship Management. It's a methodology for helping you to manage customer relationships in an organised way.

It involves building a relationship with each customer to improve customer satisfaction and maximise profits. To manage the relationship a business needs to collect the right information about its customers and organise that information for proper analysis and action. It needs to keep that information up-to-date and make it accessible to employees.

It's all about understanding, anticipating and responding to customers' needs.


CRM and MyOffice

CRM strategies can vary in size, complexity and scope.

MyOffice has been designed for small to medium-sized companies and the result is a pragmatic approach to CRM.

MyOffice allows you to store, in a single location, all the actions, activities and email correspondence between your staff and customers ... enabling your team to work more productively ... and thereby improving the customer experience.

You can log actions that you have taken or plan to take .... and you can schedule follow-ups, actions, and tasks at future dates.

This collaborative approach will help your business to respond to customer needs and improve the level of customer service.


EXAMPLE - Contact Activity window illustrating CRM Activity log

CRM Contact Activity log