What is a CRM?

hi and welcome to inbound explain in
this video we're going to talk about
crms
specifically what are they what are they
used for and some examples
of how to successfully use a crm for
your business
using a crm you can have your customers
data and information about the
interactions you've had with them
the crm basically allows you to collect
information about your customers and
using that information you can
personalize their experience with your
company
for example you can make a proposal
based on their buying habits
or use the information they have given
you to personalize
their experience with your product in
any case the purpose of a crm
is to have a large-scale information
about your customers that you can store
and use crm stands for customer
relationship management
but what exactly does that mean a crm is
a tool that allows you to manage the
relationship
with your customers using an online
database crms have always been used by
small businesses
just in a different way small businesses
have always been able to keep tabs on
what exactly their customers like
for example maybe jenny likes this
product or
john buys this other product on a
particular day of the week
but when we talk about companies that
have dozens hundreds or even thousands
of customers
it's impossible to keep track of all
this information in your head this is
why we turn to a crm which can keep this
information
and analyze it crms are also important
because in a company there isn't just
one person selling and interacting with
customers
many times you have a team of multiple
sales people and
all of these people need access to that
information about their leads and
customers
to know what their needs are and how
they can give them a good experience
this is why crms are so important they
allow companies to provide a
satisfactory customer experience
and also keep information at the ready
so that everyone in the company has
access to that data and it's not just in
one person's head
so how can you make the most of your crm
first it's important to not miss
opportunities or
lose leads without a management system
it can be easy to forget
or overlook leads for example forgetting
that you need to contact them in six
months or that a person is waiting on a
proposal
but by using a crm you can use this
information
and set up marketing or sales automation
that will allow you to better manage
your leads
for example if i have to contact a
customer after six months
i can set up a reminder or a workflow in
my crm so that after six months
that person receives an email from me
asking how they've progressed
and if they have any needs without me
having to do anything
this way the crm allows us to have all
this data on hand
and make sure that our conversion rate
and our sales rate are strong
while also automating this work and
reducing the amount of manual work we
have to do
so now you know what a crm does but
which one should you choose
there are many different crms on the
market many crms use the cloud which
allows you to access information from
anywhere the company that led this
movement is salesforce
salesforce is a very advanced crm a bit
complex
and generally takes a few months to
implement in many cases
it takes months to have it perfectly
configured the other crm we recommend
is hubspot which is actually what we use
at cyberclick hubspot is a crm that is
very easy to configure
and use and in a few weeks or days
you're able to configure the crm so that
everything you need to do with your
customers
is registered and automated in this
sense if you're thinking of implementing
a crm
we recommend hubspot click the link here
to access more information about the crm
we can set up a call where you can ask
questions about hubspot how to use it
and help you set it up hubspot also has
a free version that you can start using
as your needs grow you can move on to
the paid version a very important thing
to look for in your crm is that it has
marketing functions
and marketing automation which is
something that wasn't always typical in
early crms
for example salesforce is great with
sales or lead management
but not marketing automation it's
beneficial to use crms with this
connection
because not only will you collect data
from your contacts when you email them
or talk to them on the phone
but the crm will also save all the
interactions that have occurred on your
website
like visits content downloads video
views and even webinar attendants
any interaction that a person makes with
your company should be recorded in your
crm so that sales and marketing
are unified giving you greater
visibility and sales opportunities
if you already use a crm in your company
i encourage you to customize it so that
it is useful for your sales team
while also providing a good customer
service to your customers
and leads if you aren't yet using a crm
and are still operating with excel or
paper it's time to digitize your
processes
and save your customer data in a crm
this will not only give them a better
experience but also
increase your company sales if you have
any questions about crms
leave them in the comments below and
we'll be happy to answer them
if you want to learn more about inbound
marketing or digital marketing
click the subscribe button and we'll see
you in the next video
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