What is Customer Relationship Management & How it Can Help Your Business

Do you need help with customer relationship management? In this video, we will be covering what customer relationship management is as well as why and how it’s helpful to small business owners.

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74% of companies say that converting leads into customers is their top priority.

A customer relationship management system, otherwise known as a CRM, is a system that helps businesses do that and more...

...by allowing for more efficient communication internally and among clients.

So today, we're going to cover what customer relationship management is as well as why and how it’s helpful to small business owners.

Video Outline
Intro (0:00)
What is Customer Relationship Management (0:51)
1. It can automatically assign new leads to a sales team member. (1:48)
2. It can send automated reminders to your team members. (2:06)
3. It can be used to create and send automated email templates. (2:21)
4. It gives you better organization with your data and communication. (2:45)
5. It keeps everybody on the same page. (3:15)
6. It can help organize and manage any type of business relationship. (3:28)
15 Problems that a CRM Helps You Solve. (4:33)

// LYFE Marketing

➡ We're LYFE Marketing, a full-time digital marketing agency for small businesses. We help people grow online through various marketing channels. We help you de-code if advertising is the right fit for your growth trajectory, or see if organic growth is more of your speed. Regardless, our goal is to build a massive portfolio of success stories. So one day, we can look back and say that we made a difference in the world. This channel will provide you with good tips and suggestions for a large range of marketing topics. And we're not holding back. But if you want a tailored strategy, then don't hesitate to contact us on our website.

[AgroShareMD]

I am just learning about what a CRM is today. I am about to hire my first marketing manager and I will ask her if she has used a CRM. I have never needed marketing because I run a small rural medical practice and we have gotten all our business by word of mouth. But we are expanding and may now need a CRM.

[Tom-Travels]

Hi, Tom in OKC here. I subscribed. I'm retired and have started a one man appliance company. Mostly I buy. refurb, and sell used appliances. *I've discovered that I need a relational CRM tool.* For example... Yesterday I went to Norman (8 miles), and bought a good used Amana washer from a homeowner guy; I intend to refurb and resell, upsell, cross-sell, it to some new customer. As I was leaving the seller's home...,
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The guy started asking buying questions about a used refrigerator. He asked for my card. It dawned on me, I don't have a CRM approach at all in my operation. Ashamed and embarrassed at myself. I have begun to desperately look for a CRM relational model that will fit my one man retirement operation. In the past, I always counted on my corporate masters to make those decisions. I just plugged in and played the game. Now, old, cast aside, However, I am still wanting to work and sell (I'm a Type A), I have found that flipping appliances is easy, fun and addictive. And keeps me lean, fit and healthy.
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Anyway, I would really appreciate your recommendations and conclusions on small business CRM relational tools.