The Art and Science of Ruby

Share this post
Do I need a CRM?
theartandscienceofruby.com

Do I need a CRM?

Baz
Dec 11, 2017
Comment
Share

A CRM (Customer Relationship Management database) is a system for recording your interactions with your customers and prospects. Most of them have a sales-focus, so you can see who is likely to buy, when they’re likely to buy and they can project your likely revenue over the next few months. Some include project management, so when they become a customer, you can look after delivery to them as well.

But at its heart, a CRM is just an address book on steroids.

While you work alone, you probably don’t need one.

But as soon as there’s two of you, it’s an incredibly useful tool. By tracking your conversations with people, you can make sure that everyone on your team knows the latest about each client (whether that’s their objections to your product or just that they like cats) - all of which helps when anyone in your organisation gets in touch with them.

Take Action: How do you share knowledge about your contacts across your organisation? Figure out what you know and where you store it

CommentComment
ShareShare

Create your profile

0 subscriptions will be displayed on your profile (edit)

Skip for now

Only paid subscribers can comment on this post

Already a paid subscriber? Sign in

Check your email

For your security, we need to re-authenticate you.

Click the link we sent to , or click here to sign in.

TopNew

No posts

Ready for more?

© 2022 EchoDek Ltd
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing