Do you really need a CRM?
Well, it's not 1999.
So, yes you do.
I've a lot of experience building up CRM's.
And in this video, I'll share some of the things that you should and shouldn't do or
should consider if you're looking to build on out.
And really just the benefits of having a CRM and how important it is today at any business
at any level.
So, stay tuned.
So a CRM is Client Relationship Management tool.
They really started out for bigger organizations or just heavy sales organizations.
And now, they're really being utilized for any business.
Small, medium or large.
Any size, any industry.
And really simply put it just a way to keep all of your customers information in one place
from there.
Phone numbers there.
Address there, emails.
You can get extremely elaborate to put all your orders and run everything through the
CRM system.
There are some simple CRM solutions.
There are some very, very expensive CRM solutions.
I think every business needs a CRM.
It's just that what level is really what's important here.
And that's why I want you to keep in mind.
So, again, as I mentioned, you can bring on a CRM to literally do every single part of
the process.
You can integrate your quick books into it and your whole business can little be runned-out
through a CRM.
And if you're good to take it that level where you're CRM is going to really run and operate
your whole business, it's a commitment.
It doesn't happen overnight.
If you're smaller business and you're just starting out, I recommend using the CRM in
a very basic level.
Just to manage your customers information and maybe to add in some sort of a marketing
Email automation platform or something like that.
And to track sales.
Or some simple notes about your customers, what they like.
Conversations that you've had and any type of back and fourth communication can be all
be house in all that CRM system.
At the very basic level, it's the way that you can save your customers name, address,
email, phone numbers.
What other products and services they like, any communications that you've had.
You can integrate now very easily integrate your email system into CRM.
And all those communications can be logged in the CRM system.
So, if there's communications back and forth, you can go into their record of your client
in the CRM system and really just see what's going on.
If you wanted to offer out a promotion or a new product.
Or just follow up and just stay in touch, you can use the CRM system and a marketing
tool to stay in communications, quit out offers and do different things that will generate
or bring your jesting customers back into the business.
A lot of times, we forget about our existing customers.
People that have done business with us already.
That's the easiest, the lowest hanging fruit and usually the profitable people that you
can reach back at to bring back in to buy more things for your business.
You know, one thing I want to point out here is a lot of CRM's systems...
There are some CRM systems that are built out and then are industry specific for certain
resell businesses.
Contracting businesses.
And already have a lot of different things built in.
If you're going to utilize like a zoho or a sales force, a lot of those CRM systems
you're buying, it's almost like getting an iPhone with nothing in it.
And then you have to kind of build out or add the different apps into the iPhone and
connect them all in order to work.
It's a little hard to explain but a real simple level, when you're getting a CRM system like
a Zoho or sales horse and you're not adding in a type of managed application, you're going
to have to do some building and integrating to get it to work the way that you want it
and need for your business.
What's cool is it's a base but then you can plug in all the different tools that you may
need.
So, a marketing automation maybe one.
Put your documents in there and connect them into the CRM system.
You can sent out agreements right though your CRM.
And when the person signs them, it stores right back into their record in your CRM system.
If you're going to go the route of Zoho or Sales force, it's going to take some time
and some commitment in order to get to do the things that you wanted to do in order
run your business.
And these tools can really be built out in anyway that you like to work around your business
in your business processes.
I do really recommend pulling in some sort of a CRM consultant that has experience in
whatever CRM system and as that you are looking to utilize that can help you map out and build
out the right way.
It's really important that if you're going to use a CRM system.
To pull someone in that has experience and do with a right way first.
Otherwise, you can build things out.
And if you do it with a wrong way, down the line it's cost you a lot more and have to
change the things later on.
It's such a pain and it's just causes disruption in your business.
So again, you can really take your CRM system to with every level you'd like.
It's kind of like getting the shell of the car and then you can add in whatever engine
or tiers or seats or entertainment that you'd like into it.
And if you look at it that way.
So you can start very small and just use it to keep your customers information.
Do some simple marketing communications and to log some notes.
If you're in business and you've got customers and you're communicating with customers, you
need to stay in touch of those customers.
And you want to wait or reach out to customers or to store everything that you've done with
that customer, whether that's an agreements, documents, notes.
All that can be added into your CRM system.
But more importantly can be reported on.
If you're spending money on marketing and you've got sales reps and leads in things
like that are coming into your business then you absolutely need a CRM system.
Because how are you managing that?
How are you saying what's going on in your organization?
How do you know if leads and things like that are going to be followed up on?
That's the whole point of a CRM system.
You're question is, "Do I really need a CRM system?"
If you have customers, if you have leads, if you want to be able to keep in touch and
store everything in one place, then yes.
The answer will be yes.You definitely need a CRM system.
It's worth the investment.
It's worth the time and effort to put in.
And eventually, the CRM system can be basically running your whole business.
So remember, the key point here is if you're going to utilize a CRM system, make sure that
you pull in some sort of a resource or CRM consultant.
pay a little bit of that money upfront.
Understand what you're getting in to.
Understand what's going to need to be done.
Understand the cause that'll take to get you to where you need to be with your CRM system.
Especially if your utilizing one of the Zoho or the sales force but need to be built out.
If there's something out there that's been specifically creative for your industry, I
definitely recommend looking into those.
Things that are built out already and already fully functionable where you don't have to
do the programming and the builds will save you a lot of time and money.
Make sure that when you are looking to bring on a CRM system that you list out all the
things that you're expecting the CRM system to do.
And if it is something you have to build out, understand what those cause will be to get
to where you expect it will be.
So, what did you like about this video?
Please comment below.
If you need some more clarity on anything that I mentioned, throw those comments down
below.
I'm happy to reply back.
My company National Business Capital and Services, we don't offer CRM as a solution.
But I'm more than happy to answer any questions that you may have and point you in the right
direction.
I appreciate you watching my video, coming to my channel.
If you have any question, if you need some more clarity, comment below.
I'd love to help you answer those questions and make your life a little bit easier.
If you enjoy this video and my other videos, please subscribe to my channel.
I put content out like this just about every single day.
My ambition is to help you grow your business and make it easier to get where you want to
go.
Thanks for tuning in, we'll talk soon.
And I wish you nothing but success in choosing the right CRM system.
Take Care.