023 - Getting Started with a CRM

You wouldn’t make a big financial decision for your business without consulting your books, would you? Then why are you making marketing decisions without a CRM? A CRM is a Contact of Customer Relationship Manager, and in this episode we’ll talk about why you need one and how to get started.

Show Notes

  • What is a CRM, and why do I need one? (0:47)

  • Does a CRM really matter? (1:18)

    So, how do you get started with a CRM?

  • Step 1: Start with a spreadsheet. (2:21)

  • Step 2: Take it a step further and find a CRM software. (3:25)

  • Which CRM do we use? (4:51)

  • Step 3: Create habits to use your CRM regularly. (5:11)

  • Step 4: Build systems. (6:06)

  • Bonus: Know the information that you actually need to use (6:42)

Resources

More from Martin


More from Khalil


More from The Cashflow Contractor

Previous
Previous

024 - Finally Talking Sales with John Hill

Next
Next

022 - Three Ways to Compete