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Architecture – The CRM system should be usable in the cloud or in hybrid environments. This enables constant adaptation of the operating models.

Automation – tasks, notifications, system interactions and forwarding must be coordinated and sensibly interlinked.

Integrations – Applications and existing systems engineer database should be able to be integrated without major adjustments and without any problems.

Channels – Data and information should be collected across channels and easily distributed across all channels. The CRM system should ensure that data is handled in accordance with the GDPR .

In particular, the ability to adapt the software to the individual task and the possible interfaces into the existing software landscape are important when selecting a CRM system.


These are the 11 most important CRM functions

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Conclusion
What all B2B customers have in common is that they want to contact companies easily, want to be understood immediately when contacting them and want challenges to be resolved promptly. A CRM system helps to meet these requirements. It supports customer-centric relationship management and prevents impersonal, automated contact.