PRESENTATION
CRM software is designed to automate, improve and make more cost-effective the processes involved in managing customer relationships.
CRM software generally covers the following three functions: marketing, sales support and customer care.
Introduction to CRM certification.
A CRM software package can be certified if, whatever its application domain, all the applicable functions exist and are performed in accordance with the requirements specified in the certification specifications.
The three main functions of CRM software :
- Marketing: Management and automation of marketing campaigns, visit management, lead management (marketing automation);
- Sales support: Sales force automation, sales configurator ;
- Customer care and support: Automated customer service.
Certification requirements.
NF203 CRM certification is based on requirements common to the three main functions, as well as requirements dedicated to each of them.
Common requirements :
- Data management
- Customer relations
- History
- GDPR Compliance
- Etc.
Marketing requirements :
- Managed objects and related metadata (customer identification, prospect identification, partner characteristics, etc.).
- Segmentation, targeting and lists
- Campaign management
- Management of documents, budgets, prices, etc.
- Follow-up and analysis of results.
Requirements dedicated to sales support :
- Object manipulation (lead allocation, territory coverage, etc.)
- Automatic or manual lead qualification
- Analysis of customer needs
- Construction, configuration, generation, follow-up and conclusion of the offer or negotiation
- Sales team management.
Customer care and support requirements:
- Managing basic objects
- Automation of steps (customer recognition, assignment of request numbers, etc.)
- Management of installed products (versions, models, etc.)
- Contractual follow-up
- Personnel management
- Assigning, monitoring, processing and closing applications.
FREQUENTLY ASKED QUESTIONS
CRM certification: frequently asked questions.
INFOCERT is the French specialist in software certification.
Technical secretariat ofAFNOR Certification and inspection body, INFOCERT develops numerous NF marks, a guarantee of quality, safety and confidence, including the NF525 which provides a lasting competitive advantage.
INFOCERT has hundreds of certified partners all over the world, from world-renowned publishers to smaller companies with integrated IT departments.
This third-party verification will give you peace of mind when it comes to enforcing regulations, and protect you from potential sanctions. In particular, for NF525, in the event of tax audits being carried out on your customers' premises.
Certification of your software will enable you to improve your commercial visibility by benefiting from the reputation of the NF mark, as well as providing proof of the quality and excellence of your product, service, system, etc.
Using certified software enables you to meet regulatory requirements, and gives you peace of mind thanks to the presumption of conformity linked to INFOCERT's intervention as a third-party witness.
On the other hand, choosing "self-tested" software means you run the risk of the publisher's conflict of interest (as both judge and jury).
From September 1, 2026, and according to a precise roll-out schedule, all French companies will eventually be obliged to receive and issue invoices on or from a Public Billing Portal (PPF) or Partner Dematerialization Platforms (PDP).
This electronic invoicing reform represents a real fiscal upheaval, and that's why it's crucial to prepare for it in order to best anticipate the changes to come.
If you'd like to prepare youCSRlf for this, you'll find plenty of information in our special report, or you can take part in one of our dedicated training couCSRs. Please contact us to find out more.
To be certified is to be part of a process of transparency, improvement and continuous evolution of your software.
The duration of the process is linked to the time it will take you to bring your software into compliance with the specifications. This time can vary from 1 to several months, and a certificate of effective progress can be sent to you while your product is being brought into compliance.
The certification audit generally lasts two days.
THE BENEFITS OF CERTIFICATION
Why get your CRM certified?
+ Justify compliance
of its software and cover itself against potential penalties in the event of non-compliance with regulations.
+ Optimize practices and processes
through requirements linked to internal processes, user documentation, after-sales service, etc.
+ Open up to new markets
benefiting from recognized certifications that may be required for certain types of tender.
+ Benefit from recognition
of the NF mark, which inspires quality, confidence and safety, both in France and abroad.
+ Keep abreast of developments
and to have a product that is regularly updated thanks to the checks carried out during annual surveillance.
+ Improve the quality of your software
in response to quality requirements - notably stemming from ISO 9001 and ISO 25051 standards.
The certification rules drawn up by INFOCERT, in conjunction with AFNOR Certification, are recognized as references.
CONTACT US
If you have any questions on a training, labeling or certification project, please don't hesitate to contact us.
Quick links
- (+33) 1.40.17.04.05
- contact@infocert.org
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