CRM Data that you can capture for Your Business Type

CRM Data for Your Business Type

CRM Data for Your Business Type

Whether you’re selling memberships, products or services, the data you capture in your CRM system will differ. Here are some ideas for what you can capture based on your business type.

Non-profit and membership-based: Track constituents, demographics, membership levels and directories, volunteering, fund-raising, and communications.

Products-based: Track product lines, consumer data, and product complaints.

Services-based: Track services matrix for each customer, contacts, communications, submit help tickets/cases and route to support department, customer goals, and growth opportunities.

The CRM system you select will have out of the box fields to make deployment easy for your company. Where needed customized fields to fit your strategy. Need advice on what fields to capture? We can help. Contact us today.