August 23, 2022 | Wolfgang Müller
What is a CRM tool?
CRM, or customer relationship management, refers to a strategy for systematically shaping an organization’s relationships and interactions with existing and potential customers. A CRM system helps companies stay in touch with their customers, optimize processes and increase profitability.
CRM tools and Jambo5
Jambo5 creates a PDF document with all results votes, tasks and resolutions that can be assigned in CRM.
All the presentation pages shown and the annotations/drawings on these pages are also included in the PDF.
In all common CRM systems the PDF document can be stored, where all information about the presentation is stored contact-specific.
You are able to extended your CRM System with information about presentations held and with PDF documents that content the business meeting results.