In today's episode, we dive into the intriguing world of CRM and unravel its true meaning and capabilities. If you've ever wondered what a CRM is and how it applies to your business as a coach or consultant, then this episode is for you. Mary Sue discusses the five W's of CRM: what, who, when, where, and why. In this first installment, we focus on the "what" of CRM. Discover the definition of CRM and how it encompasses both a process and a software. Mary Sue enlightens us about the importance of defining your own relationship-building process and how the CRM software should support it. She also delves into the key features of CRM software, such as contact management and sales management, and highlights the growing trend of all-in-one CRMs. Join us as we explore the world of CRM and uncover its hidden secrets to streamline your business and boost productivity.
Takeaways
Quotes
"Your CRM is the heartbeat of your business, centralizing contact information, relationship activity, and follow-up tasks in one place. It provides valuable insights into your contacts and their interactions with your business."- Mary Sue Dahill
"CRM is something we should really look into. It will make building out your business systems so much easier."- Mary Sue Dahill
Featured in this Episode
Mary Sue Dahill
https://www.linkedin.com/in/marysuedahill
Chapters
00:00 - Introduction
02:33 - Ensuring Software Supports Your Process
05:02 - The Significance of Sales Management and Sales Pipelines
05:59 - Leveraging the Power of Multiple Pipelines in CRM
07:08 - Simplifying Business Management with All-in-One CRM Software
08:05 - Embracing the All-in-One CRM Approach
09:05 - Email Marketing vs. Comprehensive CRM Functionality
10:25 - Streamlining Follow-Up Sequences with CRM's Subdivided Client Lists
11:42 - Enhancing Efficiency through Task Automation and Communication in CRM
13:10 - Conclusion
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