Customer Relation Management (CRM) should fufill your process requirements in each of these 4 areas: Staying Connected To Prospects and Customers Manage Yourself Manage Your Team Targeted Communications. Users should be able to intuitively navigate to the information necessary tokeep their promises to prospects and customers while keeping the entire team updated with all the conversations notes, correspondence and captured data points. The right software with provide Mangement with the critical team and customer information to make timely, coherent decisions for their company. Depending on your company's unique situation, some prepackaged software will suit you better than others. Whether you are a 1-2 man team, teams of 3+, managing multiple teams or managing multiple locations, there is a software out there for you. Remember, you will have much better success changing the software, rather than trying to change the people who are using it.