Choosing the right CRM (Customer Relationship Management software) helps businesses that are ramping up their revenue keep track of leads, deals, and contacts as a whole. But how do you go about choosing the right CRM? To discuss that topic, Scott Brinker, VP Platform Ecosystem at HubSpot and Editor at chiefmartec.com, joins us on this episode of “Marketing, Demystified.”
The episode covers:
- Why do companies need a CRM?
- What are the most important features to look for in a CRM?
- How do I choose the right CRM for my business?
- How do I implement a CRM system in my business?
- How do I measure the success of my CRM implementation?
- What are the common mistakes to avoid when choosing a CRM?
- What are the best practices for using a CRM system?
In a nutshell, a CRM can help companies track customers and prospective customers better. A good CRM helps businesses align marketing activities and sales processes and can help improve customer satisfaction, sales and make the entire workflow easier on the teams that are working on ramping up a company’s revenue.
A good CRM usually includes:
- Contact management – to keep track of who has contacted the company in one way or another.
- Lead management – to keep track of contacts that are getting closer to buying from the company.
- Pipeline management – to keep track of where potential deals stand and when they expect to close.
- Integrations – with other tools you use to drive company growth
Need help choosing a CRM? Drop us a note!