CRM 101 – A COMPREHENSIVE GUIDE

CHAPTER GUIDE

• Part 1: What is a CRM System?

  Confused about what CRM actually is? We define CRM and introduce you to CRM basics and key concepts to get you started.

• Part 2: Who actually uses CRM Software?

  We’ve all heard the buzz, but do any small businesses actually use CRM? Learn the basics of CRM for small businesses.

• Part 3: How CRM helps businesses save money

  Sloppy systems and inefficient practices are costing your business money. CRM helps eliminate waste – freeing up valuable cash flow.

• Part 4: Are the benefits of CRM real?

  We break down the concept of CRM and identify where the real value of a CRM system can be found.

• Part 5: How do I choose the best CRM Software for my business?

  With so many offerings in the market (including WORK[etc]!) how can I decide which CRM system is right for me? Get an introductory crash course on how to choose the best CRM.

• Part 6: More than just CRM – A Business Management Software

  CRM is just a single solution. Learn how you can benefit from CRM software that integrates project management and billing to create a small business management platform.

• Part 7: Focusing on the “relationship” in CRM

  Looking after your customers should be high on the list of any business owner’s priorities, failure to do this will mean they will look elsewhere and go to one of your competitors.

• Part 8: When to make the jump to CRM.

  Signing up for CRM software is straightforward, especially when you know you’re ready to make changes.

• Part 9: What is the Return on Investment (ROI) of CRM?

  CRM and your bottom line – how else will your CRM deliver a return on investment.

• Part 10: Still have CRM doubts?

  In this final part we lay down the law and put the question “to CRM or not” to the challenge…

THE BENEFITS OF CRM IMPLEMENTATION

• Web CRM Has Opened the Door to a Bright Business Future

  Whether you want to start a business, you are a “freelancer,” you have been in business for a while or you have grown at a fast-and-furious pace and are overwhelmed, there is an answer to your problem.

• Web Based CRM Can Make Life Easier On You and Your Business

  Web based CRM is a great place to share contacts, sales leads and business opportunities. Learn to use Web based CRM to keep track of all customers, and which online crm software systems might be good options for you.

• Small Business CRM Can Combine Everything Into a Single Tool

  Small businesses should look for CRM solutions that include leads, sales management and marketing campaigns, spreadsheets, project management, documents and timesheets into a single platform to make things simple for business owners.

• Online CRM Will Increase Productivity

  Online CRM (Customer Relationship Management) can give you an added efficiency that your clients will appreciate. Discover the basics of Online CRM and the advantages that come with it.

• Lead Management Software Can Bring in Business Opportunities

  An introduction to CRM and lead management. Even if you are a small business, you can benefit from lead management software. Learn about cost-effective solutions for you.

• Business CRM Software Streamlines Companies and Promotes Growth

  Business CRM (Customer Relationship Management) sets you free! It automates leads, sales, projects, spreadsheets, budgets, staff and employee control, inventory and workflow, which gives you more time to devote to your customers or clients.