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
The Profit Problem by Martin Holland
HubSpot (free version)
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