Last updated June 5th 2024

What is Customer Relationship Management? The Complete 2025 Guide

Unify customer data for superior service and sales management.

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What is Customer Relationship Management?

Integrate customer data from multiple channels, providing a unified view of customer interactions and preferences, enabling improved customer service, management of sales processes, and creation of targeted marketing campaigns to enhance customer engagement and loyalty.

Products for Customer Relationship Management

We’ve listed the products and solutions that commonly address the Customer Relationship Management use case below.

Sage Business Cloud X3 logo

An advanced ERP solution for larger enterprises, offering finance, supply chain, and manufacturing management features.

PeopleSoft logo

An Oracle product that provides comprehensive business and industry solutions, including human capital management, financial management, and supply chain management.

SAP Business One logo

A comprehensive, scalable ERP solution designed for small to mid-sized businesses, offering financial, sales, and operational management capabilities.

Netsuite ERP logo

A comprehensive cloud-based ERP solution for businesses, offering finance, supply chain, HR, and procurement features.

Epicor Kinetic logo

A flexible, cloud-based ERP platform designed for manufacturing, distribution, and services industries, offering end-to-end business process management.

Oracle Fusion Cloud ERP logo

A complete and integrated cloud-based ERP suite, providing financial, procurement, and risk management solutions for businesses.

QAD Adaptive ERP logo

A cloud-based ERP solution for manufacturing companies, providing capabilities for finance, supply chain, customer management, and manufacturing execution.

IFS Cloud ERP logo

A comprehensive ERP solution that provides businesses with tools for finance, HR, manufacturing, supply chain management, and other core functions.

Infor CloudSuite logo

A suite of industry-specific, cloud-based ERP solutions that offer financial, supply chain, and human capital management features.

SAP S/4HANA ERP logo

A next-generation, intelligent ERP suite built on the SAP HANA in-memory platform, offering real-time analytics and automation capabilities.

Dynamics 365 logo

A suite of intelligent business applications from Microsoft, including ERP, CRM, and AI-driven insights to optimize business processes.

Sage 300 logo

A modular, adaptable ERP solution for small to mid-sized businesses, offering financial, inventory, and operational management capabilities.

SAP Business ByDesign logo

A cloud-based ERP solution for mid-market companies and subsidiaries, offering end-to-end business process management and integration.

Customer Relationship Management Features

Customize these feature priorities in Taloflow and get expert ratings for 15 different vendors and solutions, including None.

Feature Dimensions Description Priority
BigCommerce
  • Integration
Support available for integrating with BigCommerce. Critical
Dynamics 365 Sales
  • Integration
Support available for integrating with Dynamics 365 Sales. Critical
Hubspot CRM
  • Integration
Support available for integrating with Hubspot. Critical
Magento
  • Integration
Support available for integrating with Magento. Critical
Oracle Sales Cloud
  • Integration
Support available for integrating with Oracle Sales Cloud. Critical
SAP Hybris
  • Integration
Support available for integrating with SAP Hybris. Critical
Salesforce Commerce Cloud
  • Integration
Support available for integrating with Salesforce Commerce Cloud. Critical
Salesforce Sales Cloud
  • Integration
Support available for integrating with Salesforce Sales Cloud. Critical
Shopify
  • Integration
Support available for integrating with Shopify. Critical
Sugar Sell
  • Integration
Support available for integrating with Sugar CRM. Critical
CCPA
  • Compliance
Regulation on data protection and privacy of the data tied to residents of California. Important
Data Encryption
Secure data with encryption in transit or when stored in the cloud. Important
GDPR
  • Compliance
Regulation on data protection and privacy of the data tied to citizens and residents of EU countries. Important
Multi-factor Authentication
  • Security
Support available for customers to add an extra security step to the authentication process. Important
Role-based Access Control
  • Security
Support available for defining custom user roles and associated permissions. Important
Data Masking
Secure sensitive data by permanently replacing sensitive data with fictitious yet realistic-looking data. Nice To Have
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Disclaimer

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