A beginner's guide to CRMs

CRMs have become instrumental in managing leads and nurturing customers, but some organizations still haven’t implemented one. It could be that current processes have worked well thus far or a CRM may seem too robust to support your needs. But as your company grows, your current process won’t be sustainable and you’ll need to implement a new solution.

So where do you begin?

To help you get started, we’ve summarized 4 key benefits and features of a CRM to guide you through the process:

  1. Better intelligence for both marketing and sales: Track prospects who visit your web site or have already engaged with one of your team members. Provide teams with accurate information to facilitate follow up discussions.

  2. Better sales and marketing alignment: Provide status and reporting visibility for both sales and marketing and avoid duplicating efforts.

  3. Help sales prioritize its pipeline: With accurate information at their fingertips, sales team members can more easily prioritize accounts and save time sifting through data.

  4. Closed-loop reporting: When marketing software is integrated with your CRM, you can more accurately target customers and prospects with customized marketing campaigns.

Download the guide

We’ve touched on a few key benefits of using a CRM, but there’s much more to learn. Take a closer look at the benefits and delve into the nine must-have features of a CRM in A Beginner's Guide to CRM