CRM Solutions

A CRM solution gives a complete view of the customer and provides access to information from one configurable dashboard.

CRM solutions are customer relationship management software tools that house data in a public or private cloud by the CRM service provider as opposed to on-premise or in-house.

CRM solutions are flexible and customizable and usually integrate well with other applications and third-party systems. CRM solutions are typically used to cut down manual work related to sales, marketing, and any customer-facing enterprise where large amounts of data and tracking need to be linked together to provide a comprehensive view of business activity. 

Because they are so flexible, CRM solutions can be used to perform a multitude of tasks including tracking interactions with customers and prospects, enhancing customer interactions through insights into preferences and trends, improving lead funnels, and automating and analyzing data in order to economize processes. 

While the breadth and depth of CRM solution features vary from provider to provider, most CRM solutions  include: 

  • Contact management
  • Contact database
  • Record linking
  • Reminders and notifications by account
  • Segmentation
  • Customizable pipelines that include reporting
  • Analytics

More CRM Solution Resources:

CRM Solutions Buyers’ Guide

Data is a hot commodity these days and businesses rely heavily on customer data to inform their decisions to improve products or services and help build those customer relationships. That’s why a good CRM system is so essential today. A CRM system will do the heavy lifting for you and let you focus on big-picture things.

Cloud-Based Contact Center Solutions Buyer’s Guide

Shopping for a cloud-based contact center software that fits the needs of your contact center is not necessarily an easy feat. So, if you are wondering what you should be keeping an eye out for in your potential contact center solution then check out this guide for recommendations that will serve as your reference when you are on the hunt.

The truth about AI in the contact center is that despite its exciting and promising capabilities—and there are many of them—it cannot and does not replace the capabilities of living, breathing agents. Instead, AI in the contact center is at its most effective when it’s used in a complementary fashion with human agents, to enhance their output rather than attempting to take their place.

How to Cut Call Center Infrastructure Costs

Small- and mid-size organizations, in particular, are driving the growth as they adopt cloud contact center technology for the first time. The flexibility, scalability, security and sustainability of the cloud make it the ideal contact center solution for businesses of all types.

11 Ways A CRM Benefits the Remote Contact Center

The net benefit of a CRM is the ability to act as a single source of truth for your team by surfacing all relevant information in one location. Moreover, when digital channels are tied into your CRM you allow agents to expand their communication  – as well as your ability for oversight since all conversations are tracked & recorded at the account level.

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About LiveVox

LiveVox (Nasdaq: LVOX) is a next generation contact center platform that powers more than 14 billion omnichannel interactions a year. By seamlessly unifying blended omnichannel communications, CRM, AI, and WEM capabilities, the Company’s technology delivers exceptional agent and customer experiences, while helping to mitigate compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation. The Company has more than 650 global employees and is headquartered in San Francisco, with offices in Atlanta; Columbus; Denver; St. Louis; Medellin, Colombia; and Bangalore, India. To stay up to date with everything LiveVox, follow us at @LiveVox or visit

To stay up to date with everything LiveVox, follow us at @LiveVox, visit or call one of our specialists at (844) 207-6663.