CRM |
Customer relationship management (CRM) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth. |
| Source | Instructions / Description |
|---|---|
| Retail Edge (the source of customer/sales information) | Edge conversion |
| Target | |
| Deputy | Sales to Employee |
| Hubspot | Customers and Sales as Customer properties or as properties of a Deal |
| Klaviyo | Customers and custom properties |
| Shopify | Customers |