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CRM 101: The Complete Handbook You Need To Read
CRM stands for “customer relationship management,” pure and simple. And it’s come a long way since a phone call, a set of sticky notes, and a handshake.
These days, a CRM system allows businesses to manage customer relationships from everywhere, including the data and information associated with them. With CRM, you can store customer and prospect contact information, accounts, leads, and sales opportunities in one central location.
- Know customers to win customers
- Sell like a team
Sticky notes are no way to win a deal
Deals go much faster when your employees can get instant information on potential sales deals, marketing campaigns, and account updates. CRM systems are especially helpful for small businesses, where a team of just a few people often does the work of many. The virtual paper trail of a CRM system holds everyone involved accountable, even the customer. No sticky notes, patchwork apps, spreadsheets needed.
So you find more customers, win more deals, and keep customers happier as a team, from anywhere. But let’s go through all the different ways CRM helps you more specifically.
CRM Benefits (in 90 Seconds)
See how CRM lets you manage contacts, share data, and do more across sales, service, marketing, and your whole business.
If you're in marketing.
If you're in sales.
If you're in customer service.
A CRM solution allows you to provide 360-degree service to each customer. A CRM solution provides one cohesive view of the customer. Service agents will have access to complete case histories, detailed account information, and even the preferred method of communication. All this information makes it easier for your agents to provide tailored, personal service that will turn customers into advocates for your company.
There’s lots more to learn about how the right CRM solution can help you grow your business.
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