CRM software can be purchased as desktop software installed on desktops and local servers; it can be mixed and matched, put together in-house or developed by company techs; it can also be SaaS (Software as a Service), a paid for subscription to online software that never requires a download and can be accessed anywhere. The price for this "cloud" software varies – anywhere from totally free (like ZohoCRM and SaasLight) to hundreds of dollars per month per user (Oracle, Infusion, and Goldmine).

What all these options share is an increase in productivity – with many employees all working from the same "dashboard," they all have access to the same "real-time" information gathered for every client and account. CRM software is typically made up of the following parts:

• Dashboard
• Sales
• Accounts
• Calendar (& Activities/Tasks)
• Leads (& Potentials)

CRM Home or Dashboard

Any type of CRM software, from desktop software to web-based, "cloud" CRM programs, have what is called a "dashboard" or "home." Usually, this panel or tab shows current sales volume, pipelines, open "tickets," and upcoming or daily tasks. Often, this data is shown in graphical ways, charts and graphs, visible reminders or motivational graphs. With the CRM market growing at such astronomical rates in recent years, it's obviously a tool that pays for itself.

At the top of a CRM screen, there is a horizontal menu or series of tabs that will take a user to the different parts of a the CRM software. They're usually sectioned into sales, leads, contacts, projects, accounts, contracts, email, campaigns, and calendar/tasks. Most CRM software integrates communications from every department into the company CRM, so that salespeople, reps, and account executives can get real-time or "live" data from every conversation and transaction between the business and its clients.

The Accounts and Sales Panels

Sales and accounts are often managed from their respective tabs (or links). Clicking on the accounts tab shows a list of current accounts, filterable by date, activity, salesperson (contact) or alphabetically. It gives a comprehensive list of customers, shows the monetary size of the account, and even gives extra information like account activity patterns and customer service conversations.

Submenus from these tabs often contain "Leads" and/or "Potential" links. These take salespeople to a list of possibly new clients or show information pertinent to further sales with clients under "Accounts." The leads listed in the "Leads" tab can be a little misleading. The nice thing is that they're all based on interactions initiated from the outside. At the very least, a client listed in "Leads" has clicked on a button asking for more information, or called to request the same. That's a step up from cold-calling. They've had to supply an email address to make it onto the "Leads" list, so they can legally be included in email campaigns and further interaction could certainly become profitable.

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