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Customer relationship management (CRM) is important in running a successful business. The better the relationship, the easier it is to conduct business and generate revenue. Therefore using technology to improve CRM makes good business sense. CRM solutions fall into the following four broad categories.

A CRM (customer relationship management) application provides enormous benefit for a company. But underlying the success of the CRM is another vital basic element: the sales crm process. Without an established sales process also known as pipeline management a CRM will never deliver its full potential.

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving.

If you are a business owner or a sales manager, you've probably heard the term CRM. C-R-M stands for Customer Relationship Management. At its simplest, a CRM system allows businesses to manage business relationships and the data and information associated with them.

The top picks are Salesforce, Insightly and Zoho CRM. Those that made it to the short list include Infusionsoft, SugarCRM, Microsoft Dynamics, Nutshell, NetSuite, Act!, TeamWox and Highrise.

Below is a list of records and statements you need to maintain: 1)Financial Statements ? P&L account, Balance Sheets, Tax Returns 2)General Ledger & Journal 3)Asset Register 4)Computer Back-up Discs 5)Cash Records ? Receipts, deposit books 6)Bank Account Statements, Bank Reconciliations and Bank Loan Documents 7)Sales/Debtor Records 8)Work