CRM is life yeah it's a way to organize
anything really CRM is how you keep
track of everything that you're doing
with your customers CRM is a lot more
than just a sales tool it really is a
communication device every company that
I've worked with uses their CRM very
very differently and I've kind of the
beauty of it to grow and to scale you
need standardization and you need
process and that's what a CRM gives me
and we're looking to grow quickly
salesforce is a crm has helped us guard
business dramatically in the past when
we follow up our customers everything
was very manual nothing was automated
and it was very hard to track where we
left off for the customer Salesforce
really allows us to keep closely in
touch with our customers in a way that
would be really difficult if we were
just doing it with spreadsheets or
emails it's super fun but one reason why
we actually chose Salesforce is because
it's easy and it's flexible and it'll
change and grow with our processes it
seems as intuitive to me as email we can
have tasks and see where we left off for
the customer you can see the entire life
of that relationship I'm a big advocate
for put everything in Salesforce we use
scoring and automation to help drill
down and not only sales can really focus
on the clients or accounts that make the
most sense for them if I can have my
sales team of they're selling not doing
reports for me it is helping our overall
efficiencies which is helping our bottom
line we're not in it by ourselves we
know that there's a huge ecosystem of
partners they're gonna help us become
successful the Salesforce community is
great when I'm stuck or I want to try
something new Salesforce there's a lot
of support out there trail had great
training online asana is just growing
really really fast and CRM and
Salesforce are the key for us to be able
to scale moving forward I only see us
adding more information into our CRM
keeping that really great record of
everything that our customers are doing
in
unified place CRM is the way in which
were able to treat our customers like
that
like I'm a big Salesforce nerd my
teammates make fun of me for it I love
it
[Music]