What is a CRM? - Try FileMaker Video Series - FMTraining.TV - 7065 What is the CRM and do you need one? Well, a CRM is a customer relationship management system, and that's a pretty good definition of what it does. It allows an organization track the communications and interaction with each specific customer, so it really helps to manage or coordinate the relationship with each individual, lead or customer. Now I'm modern. A CRM is a centralized system, it allows all the users, whether they're on desktops or laptop computers or any sort of mobile device that allows all these people to access the same shared information. So the team is collaborating together as they worked to communicate and sell to their customers. Now the collaboration, part of the CRM Is one of the biggest pieces. The whole idea with the serum is that each of your team can see what's going on with each customer or a lead. And so, for example, say your back office staff takes a phone call and they want to update some information about that customer conversation.They would go to that customer screen. They would create a new note. They would share that information and then everyone on their mobile devices or desktop computers would be able to access that. Introduction To TryFileMaker - Try FileMaker Video Series - FMTraining.TV - Video 1 https://youtu.be/LLd2qvOISBY https://www.youtube.com/watch?v=LLd2qvOISBY&t=0s&list=PLjTvUZtwtgBRgvjGH5eAX2d-ioP86dB8t&index=2 Take Your Business to the next level with Software Innovation that is easy-to-use, with many tools to streamline your Organization's Work Flow,Team Collaboration, Customer Relationship Management, Accounting Package and Custom Project Management. This software Solution allows you to pick and choose the functions you really need. You can customize it to your business needs to get to the result you want for your company's day-to-day tasks. Beyond that, the software will work for you in the Office and in the Field on many devices; so everyone has live progress updates of the current projects being worked on. FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker FileMaker Pro is simply a powerful software used to create custom apps that work seamlessly across iPad, iPhone, Windows, Mac, and the web. Customer Relationship Management - this is a process implemented to manage a company’s interactions with customers and prospects. https://en.wikipedia.org/wiki/CRM Richard is the Product Manager for FM Starting Point, the most downloaded **Free FileMaker CRM Starter Solution**. Get your free copy of this CRM Software at http://www.fmstartingpoint.com. RCC http://www.rcconsulting.com/ Contact us at support@rcconsulting.com Top-Rated Try FileMaker Video Series by FileMaker Pro Expert, Richard Carlton, at TryFileMaker.com RCC also provides one on one FileMaker Pro Coaching https://www.youtube.com/playlist?list=PLjTvUZtwtgBRLb-Hvn5jQRlKDg_7LwX4e Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top-tier FileMaker consultancies worldwide. RCC, FileMaker Videos, TryFileMaker.com and FMTraining.TV are headquartered in Santa Clara, CA. RCC’s staff: A team of 28 FileMaker developers, With offices in California, Nevada, and Texas. FileMaker Training -FileMaker Video Training Course-FileMaker News-FileMaker Experts https://www.youtube.com/watch?v=RO3Do8QIQOE https://www.youtube.com/watch?v=RO3Do8QIQOE&index=2&list=PLjTvUZtwtgBTWVT38kPvgjCfkZmMmvCOk&t=25s For FileMaker Pro Video Training go to https://fmtraining.tv/fmpro17.php The course is 50 hours of video content! FMTraining.TV Learn how to use FileMaker to create an app with the FileMaker Training Series Free FileMaker videos check out ...http://www.filemakervideos.com Download FileMaker Pro & FileMaker Go for mobile devices training videos at https://fmtraining.tv Download FileMaker Full Video Training Bundle at https://fmtraining.tv/subscription.php FileMaker Training Videos YouTube Channel https://www.youtube.com/user/FileMakerVideos https://sites.google.com/site/filemakerprotrainingd2n/home/filemaker-training Comment, Like & Share All of Our Videos. Embed Our Videos on Your Blog or Website. Follow Us on Your Favorite Social Media https://www.facebook.com/FileMakerVideos https://twitter.com/filemakervideos #WhatisaCRM #TryFileMakerVideoSeriesVideo8 #FMTrainingTV #TryFileMakerVideoSeries #FileMakerEvaluationForSmallBusiness #WorkplaceInnovationTryFileMakerCRM #TryFileMakerCRMEvaluation #FreeCRM #TryFileMakerCom https://www.youtube.com/playlist?list=PLjTvUZtwtgBRgvjGH5eAX2d-ioP86dB8t https://www.youtube.com/watch?v=4dKpKcQ_JeM&list=PLjTvUZtwtgBRgvjGH5eAX2d-ioP86dB8t&index=9&t=0s http://feeds.feedburner.com/WhatIsACrm-TryFilemakerVideoSeries-Fmtrainingtv-Video8
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