TaskUs Outsourcing Glossary

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Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a tool that companies utilize to store and monitor customer information. The purpose is to be a central repository of customer data for visibility into the customer’s interactions and relationship with a brand.

Maintaining visibility into a customer’s journey in a Customer Relationship Management tool is important to provide the highest quality future interactions. TaskUs believes that one of the best ways to deliver this holistic, A-Z experience is to offer an omnichannel relationship. This means engaging with customers through a channel – SMS, chat, voice, etc. – that the customer desires to use, on their terms, whenever and wherever they want to communicate.

TaskUs prides itself on having unique insight into each customer’s journey – every interaction that a customer has had with the brand – from previous complaints, to usage statistics and to purchasing behavior to deliver a one-to-one tailor interaction.

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