10 Key Tips to Organize your CRM

10 Key Tips for Organizing Your CRM [WEBINAR]

Posted on Posted in Sales

10 Key Tips to Organize your CRM


If you’re looking to organize your CRM process, then you’re in the right place. Nowadays, it’s very difficult to try and manage your sales process simply from a spreadsheet. You need to equip yourself with a tool that helps you to stay on top of your deals and your client communications.

If you haven’t even thought about using a CRM, I’ll give you a few good reasons why you should have a CRM.


Spreadsheets are not effective for a growing business

If you’re still relying on spreadsheets, then you’re probably missing out on all the great things that an effect CRM tool can do for you. For one, the CRM tools today are already set up with the fields you need and the sections you need to keep a healthy system going. Why re-create the wheel when you don’t have to.

CRM tools today come with many integrations

Many CRM software tools allow you to integrate seamlessly with tools that you use every day, including your email marketing software, your accounting software, your professional email service (such as Google Business Suite), and even your calendar tool. Having all of these tools integrated will help you to organize your CRM in a more effective way.

You need to keep track of your numbers

Any business needs to keep track of their numbers. How will you know the health of your business if you don’t keep a running tab on what’s coming in, what’s closing and what’s falling through the cracks if you don’t keep track? If you organize your CRM in such a way that you have all your numbers in one place, you will be on your way to growing a business that scales.

CRMs set you up for growth

As your business grows, you will need to have a record of activity, events and sales logged somewhere. How will all of your client contact information be shared? Where will past conversations be shared? You can possibly think that you’re going to forward your past emails to the next person you hire. That would be a nightmare and leaves too much room for error.

Is that convincing enough to get you thinking about using a CRM?

In this webinar, I have provided you with 10 key tips on how to organize your webinar and ways to effectively choose and use one.

I particularly use Hubspot Sales CRM and use it every day in my business. I’ll take you through some of the features that I find particularly useful in my everyday business. These tips will help you to organize your CRM effectively and continue using it in your business.

Click below to receive the live replay of the webinar Organize Your CRM.

10 Key Tips to Organize your CRM


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