CRM (Customer Relationship Management)
comparisonSoftware that records interactions between a sales team and its leads/customers. Focus is on data capture, not behaviour change.
In practice
A CRM centralises the record of every interaction with every lead calls, emails, meetings, notes, deal stages. Popular CRMs in India include Zoho CRM, LeadSquared, HubSpot, Salesforce, Freshsales. CRMs are excellent at recording; they are not designed to reshape what reps do next. That job is what a Sales Behaviour OS fills. Most teams run CRM + Sales Behaviour OS as complementary layers.
- 1.
Zoho CRM: comprehensive customisation, weak on rep adoption.
- 2.
Salesforce: enterprise-grade, overkill for Indian SMBs.
→Check it yourself
How to tell where you actually stand.
A CRM records what happened; whether it directs what happens next is a separate question.
- 01Open your CRM and try to answer, in one screen, who should be called first this morning.
- 02Count the clicks and the filters it takes.
- 03Anything more than a glance means the answer is being reconstructed by hand each day.
See also
Neighbouring terms
Ready when you are
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