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What the Heck is CRM & What Can It Do for My Business Goals?

by | Mar 15, 2021 | Blog

CRM, Customer Relationship Management, is a term that was initially defined and designed to improve Customer Service. Today, though, it relates to an entire business strategy. Yes, CRMs are still mainly designed for sales, marketing, and service. But now CRMs do a dizzying number of other things too, like help users manage relationships between team members, vendors, partners, and collaborators!

A Good CRM :

  • Organizes your client information & daily work in one place, freeing you up from repetitive tasks.
  • Records all new and existing leads in one place. All of your client information is accessible anywhere, 24/7.
  • Takes the friction out of winning work with hassle-free scheduling and easy quoting.
  • Helps you get out of bill collecting and get paid faster by tracking outstanding invoices.
  • Delivers the kind of service that earns you Referrals, leading to long-term relationships (and business)!

Quick Bytes:

  1. Here is a great article that explains CRM.
  2. If you want to dive a little deeper, this Wikipedia page is an excellent reference about CRM.
  • Get Organized
  • Free Yourself from Repetitive Tasks
  • Schedule Hassle-Free
  • Don’t Be a Bill Collector
  • Earn Referrals
  • Establish & Grow Long-Term Relationships = Business!

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