CRM and Customer Relationship Management

Program Overview

This CRM and Customer Relationship Management page extends the software directory into customer-process software rather than only infrastructure and technical tooling. IBM i buyers often reach CRM evaluation when customer data sits in multiple places, handoffs between departments break down, or sales and service teams lack a current view of operational history.

That makes CRM a valid parallel to the editorial fork. The buyer guides explain how to think about CRM fit on IBM i, while the catalog fork gives a concrete software destination for the same search demand and links it back into integration, reporting, and ERP context.

Best Fit

Best fit for IBM i organizations that need better visibility into customer activity, stronger coordination across sales and service workflow, or cleaner connection between IBM i business data and front-office systems.

What this program helps with

• Improved coordination around customer records, sales activity, and service workflow
• Stronger visibility into front-office processes tied to IBM i business data
• A practical software layer for CRM conversations that overlap ERP and reporting needs
• Useful fit where integration and modernization projects are already underway

What to vet before shortlist

• Clarify whether the core problem is sales process, customer service, data visibility, or all three
• Review how customer data moves between IBM i systems and user-facing teams today
• Check integration depth, reporting needs, and workflow ownership before shortlist