CRM Software or SFA Software has become more available in a web browser format which helps traveling managers manage their data remotely from anywhere. Customer relationship management software is defined as business management and automation of the front-office divisions of an organization. CRM software is essentially meant to address the needs of Marketing, Sales and Distribution, and Customer Service and Support divisions within an organization and allow the three to share data on prospects, customers, partners, competitors and employees. The purpose of CRM software is to manage the customer through the entire lifecycle, i.e. from prospect to qualified opportunity to order.

The efficiencies that CRM or SFA Software has brought to the business of sales and customer support, has also recently spread into the marketing functions of thousands of successful businesses, already utilizing CRM Software initially as a sales management software tool. CRM software automates many of the needs of Marketing, Sales and Support users, such as Telephony, or the ability to conduct phone calls and manage call data, and tools to capture, share and manage automated alerts on lead data as it passes through the sales pipeline. CRM software provides a standard framework for pushing leads through a sales pipeline and managing it amongst many stakeholders in real time, in order to provide better customer relations and grow revenues by creating more sales, and losing fewer customers.

Some of the top CRM and SFA Software systems now offer marketing modules which specifically integrate a marketing campaign, seamlessly into a sales effort, then on to customer management as a single CRM Software package. Some CRM or SFA vendors offer the Marketing Software module separately, and others include it with the basic CRM Software. CRM software helps organizations achieve their customer relations goals by measuring key performance indicators collected by the CRM software about customer lifecycle behaviour. Benefits include isolating those marketing campaigns that drove the most and best quality leads, improving internal efficiency, complete customer histories and the ability to provide appropriate support and consequently retain customers.