KB253: CRM Procedural Guide

Customer Relationship Management (CRM) is a term that refers to a broad range of business practices that involve maintaining databases of customers, keeping track of communications with them, and segmenting customers based on their level, or type, of interaction with your business. It is related to concepts such as database marketing, 1 to 1 marketing and loyalty marketing.

There are a variety of tools in VisualRATEX to meet all of your CRM needs. From a flexible, easily-maintained customer database to tailoring blast communication, the CRM module does it all. The attached guide will walk you through the initial setup and how to use the tools in VisualRATEX to your advantage.