Today we’re going to cover a brief intro to CRM (Customer Relationship Management) for those who don’t know what it is, and for those that do, I just go into some quick initial steps to consider taking if you’ve been apprehensive thus far. I know it can be tedious to set up and maintain but the ROI is incredible if deployed correctly.
It’s really mind blowing to me how much resistance there still is out there. Frankly, it’s like turning down a superpower. If you want a little help or guidance please reach out! Whether you’re starting from scratch, converting an Excel File/Google Sheet, or you’ve been using a CRM for a while but are stuck in a rut, WIMS Consulting can help you take it to the next level.
In summary, my favorite/recommended platforms are:
Track your leads and prospects from website/marketing, intros from referral sources, lead generation, sales cycle, your existing customers and deal flow, etc.
- Sync email, whether Outlook/Gmail
- Sync Email Marketing: MailChimp/Constant Contact
- Sync Social Media Accounts
- Card Scanner app to streamline uploading business cards and converting them directly into contacts.
I’ll make sure to keep adding more and more value on how to continue leveling up your CRM and sales game throughout the year. Much more to come!
-Mike
The WIMS Guide Video Edition will focus on business topics such as Entrepreneurship, CRM, Marketing, Sales, B2B, Business Development, Web Design, Augmented Reality, Virtual Reality, Artificial Intelligence, Data Analytics, Machine Learning, and much much more. To learn more about Mike Simmons and his company WIMS Consulting, click here.