Episode 33: 5 Essential Features You Must Have In Your Small Business CRM

My philosophy is that even if you are a soloprenuer, you need to use a CRM.  And as you grow, and develop a sales team,  the CRM should act like a hub for your entire organization, with spokes into your marketing, accounting, and operations teams.  In this episode, I cover the 5 key essential features you need to look for in a CRM application so it can become this hub and we’ll list a lot of affordable options to take a look at.

Topics Discussed (Time Stamped)

0;39 Today’s episode talks about CRM – Customer Relationship Manager Software
02:57 Customer Relationship Manager Software
04:13 Understanding how essential CRM is to your business and the growth of your business
04:44 CRM is not only a sales tool
05:08 CRM should be a centralized place for all your customer’s data
06:03 CRM as a subset of of ERP
08:40 Sales team as main user of CRM
09:35 Benefits and key things you need to look for in your CRM
09:41 Capture all your contacts and communications
14:20 Consolidate your accounts
16:11 Capture all the opportunities
21:36 Track your tasks
24;38 Good reporting
25:55 CRM fails in Life cycle times
29:39 Hubspot CRM

Quotes Worth Sharing

Even if you are a solopreneur, you should get in the habit of using the CRM Click To Tweet When you are selling to a larger business, you are not just talking to one person you are selling to multiple people within that organization Click To Tweet

Resources Mentioned


Thanks for listening and checking out the show notes,  any feedback, comments, or questions, send me an email at [email protected]

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