Targeting sales by keeping an organized list of past customer purchases to anticipate future customer needs. CRMs commonly use software programs to maintain this list. Having a record of a customer's history allows sales staff to inform the customer about upcoming items or specials that may suit the customer's needs.

Use marketing techniques to retain existing customers and to help attract new customers. Marketing strategies include cross-selling and up-selling products, cold-calling customer leads, targeting and profiling customers for specific products and generating up-to-date leads for sales staff. Providing customer service to clients both before and after a sale is made.

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