Short answer: CRM (Customer Relationship Management) is software and a working practice that stores all lead and customer data, call and email history, quotes, sales stages and support requests in one system, so no opportunity is forgotten and every team sees the same information.
- Core modules: sales pipeline and quotes, marketing segmentation and campaigns, customer service tickets, management reporting.
- Types: cloud CRM, on-premise CRM and custom-built CRM.
- Setup steps: define the process, list must-haves, plan integrations (web forms, email, ERP via API), clean and migrate data, set permissions and KVKK rules, train and monitor usage.
Common mistakes are choosing without the sales team, too many mandatory fields and leaving web forms unconnected. CRM handles customer-facing processes, while ERP manages internal resources; the two usually integrate. Racoun sets up cloud CRM and builds custom CRM modules connected to websites and ad campaigns.
Talk to Racoun: we are based in Istanbul and work with brands across Türkiye. Message us on WhatsApp or email ekip@racoun.com.
