CRM Basics: Unlock Business Growth through Relationships

Learn strategies to leverage CRM software so you can store important customer data, track information, and nurture customer relationships while creating efficiencies.

Introduction

• Nurture customer relationships

1. Set Your CRM Stage

• Plan your CRM setup
• Data management 101
• Plan for data imports
• Define the sales process

2. Leverage Tools for Customer Centricity

• Increase team efficiency
• Build seamless automations
• Create brand consistency
• Organize your sales pipeline
• Build a customer-centric CRM
• Leverage surveys
• Delight your customers

3. Build CRM Reports

• Measure what matters
• Map important properties
• Build basic sales reports
• Perform accurate forecasting
• Tell your reporting story

Conclusion

• Next steps