What’s A CRM? The Complete Crash Course


If you’re running a business, you’ve likely heard the term “CRM” thrown around. But what exactly is a CRM? It stands for Customer Relationship Management, a way to manage all your customer information in one place. I will explain what it is and how it can help your organization grow.


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What Is A CRM?

CRM stands for Customer Relationship Management. It’s a tool that helps you organize your customer data in one place so it’s easy to access and use.

CRMs have been around since the 1990s, but they’ve become more prevalent as companies have realized how valuable these tools can be in helping them better manage their customers.

A CRM system is essentially an online database that stores all of your customer information–their contact details like phone numbers, emails and addresses; their buying habits; previous purchases from you or other companies; what kind of offers they like receiving via email/direct mail etc… The goal of using a CRM is to ensure all this information is easily accessible so that sales teams can find precisely what they need when asking questions about potential leads (or existing ones).

How Do You Choose The Right CRM?


Choosing the right CRM tool is an important decision. You want to be sure you’re selecting a system that will help you grow your business, not hinder it.

A few things to keep in mind when choosing a CRM:

  • Is It User-Friendly? A good CRM should be easy for everyone on your team (including non-techies) to use and understand. Suppose it takes too long for someone on your team to become more familiar with technology or software programs like Salesforce or Zoho Desk. In that case, it may not be worth the time investment required for them to use this platform. HubSpot comes highly recommended.
  • Is It Affordable And Flexible? Make sure whatever option works best within your budget before committing to long-term contracts or paying extra monthly fees! Most companies offer free trials of their products; others charge monthly payments based on several users or the amount used per month (like Hubspot).

How Does It Help Your Business?

A CRM software platform helps you understand your customers, competitors and business performance.

Here are some of the critical features of a CRM system:

  • Customer data: You can store information about each customer in a central place, including their contact information, payment history and buying preferences.
  • Competitor data: Similar to how you use a CRM for customer information, it’s also helpful in keeping tabs on your competitors’ activities so that you can stay ahead of them regarding pricing or marketing campaigns (or whatever else).
  • Business performance: The ability to track sales activity over time is beneficial when figuring out what works best for each part of your business model (e-commerce vs brick & mortar stores) so that you know where best to spend resources next year when planning out future growth plans.”

4 Great Uses Of A CRM In Your Business

  • Use as an analytics dashboard to track key data points of business growth and strategy execution.
  • Use to track customer service efficiency and quality of responses.
  • Create automated marketing campaigns and sales funnels using CRM software like HubSpot, which can help you better understand what’s working well or not so well in your marketing efforts so that you can make changes accordingly (and save time!).
  • Manage customers and leads within one system instead of multiple systems that don’t talk to each other (like spreadsheets). This will make it easier for everyone on your team–from customer service reps to salespeople–to access the information they need when they need it most.

Other Great Uses of a CRM

Create Automated Marketing Campaigns And Sales Funnels

Another critical benefit of CRMs is the ability to automate your marketing and sales processes. By using automation, you can create automated marketing campaigns and sales funnels that will help you:

  • Create more effective emails by sending them at the right time
  • Close more deals by keeping track of customer interactions with your content
  • Build better relationships with prospects by sending them personalized messages based on their interests and needs


Share Files and Notes With Teammates

A CRM is a great place to store files and notes. Suppose you’re working on a project with other people. In that case, everyone must access the same information at once. You can share documents, spreadsheets, and other files with team members by uploading them into your CRM account via file-sharing services like Dropbox or Box.

If you need extra space for storing notes related to specific tasks or meetings–or if someone else does–the best way is simply by adding them directly into the relevant record within their CRM system (e.g., under “Notes” for each contact).


Automate Time-Sensitive Tasks And Reminders

A CRM can help you automate tasks and reminders that are time sensitive, such as:

  • Scheduling follow-up calls with prospects based on the days since their last contact.
  • Setting up alerts for when a lead or contact has been inactive for more than 30 days (for example, if they haven’t opened an email). This is especially useful if you have an extensive database where it’s easy to lose track of who needs attention!
  • Tracking reporting on any data points related to sales, marketing campaigns, and other activities so everyone involved in each project knows exactly how things are going at any given moment.


Improve Customer Service Efficiency And Quality Of Responses

Customer service is the first impression of your business. It’s how you make or break a customer relationship and is a crucial part of any business. A CRM can help increase the efficiency and quality of responses to customer service issues.

A CRM will allow you to track all customer interactions, including phone calls, emails and social media posts. This way, you’ll know exactly what information each individual needs when they contact you so that when they do call in again (because we all know there will be more than one time!), their issue can be solved quickly without having to spend time looking through old notes or digging up old records from an old computer system somewhere deep within your office building – which may not even exist anymore because it was replaced by newer technology three years ago!

You can use your CRM as a dashboard to keep track of critical data points that will help you improve your business. These include things like:

  • Who is buying what? (i.e., what products or services are selling well, and which ones aren’t)
  • What are their demographics? (i.e., who are my best customers?)
  • Where do they live? (i.e., where do they spend most of their time online)

Which CRM is the Best? My Recommendation

This guide has given you a better understanding of CRM, how it can help your business, and why having one is essential. If you’re ready to start with one now, check out HubSpot.

HubSpot is a CRM platform that connects everything scaling companies need to deliver a best-in-class customer experience in one place.


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