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What is a CRM?

April 30, 2021 by Salesforce.org Leave a Comment

A CRM is customer relationship management technology that helps nonprofits, educational institutions, and businesses manage their relationships with current and prospective constituents, students, and customers.

A CRM gives organizations the tools to streamline their operations, keep track of customer interactions, and unify data or team silos into a single source of truth. The best CRM tools offer one integrated platform that provides all your departments a single shared view of every customer, constituent, or student.

 A CRM gives nonprofits and educational institutions the tools to streamline operations, keep track of interactions, and unify data into a single source of truth.

Who is a CRM for?

Don’t let the name fool you! Although it sounds like CRMs are specific to customers, robust CRM platforms like Salesforce encompass nearly every aspect of an institution or organization’s operations — from marketing and communications to analytics, fundraising to grants management,

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