Chapter 1

Deciding to Buy CRM

I have tried to depict CRM in a beautiful manner where the narrative keeps the reader engaged and the story starts with the reunion of four friends who know each other since their school days. All of them have now established businesses in their respective fields and are willing to grow by effectively using CRM for various purposes. A CRM tool focuses on anticipating things like your Funnel, your sales forecast, and your receivables. It enables the organization to MANAGE people and processes related to customer experience. The need for a CRM tool depends on sales value and sale cycle.

To make it easy I have divided the types into four quadrants:

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Also, this chapter helps answer the following questions to determine whether your business needs a CRM system:

CRM Life Cycle

Chapter 2

The actual process of buying CRM