A CRM is a system that records every potential customer, every contact with them and their stage in the sale, so no customer is lost because someone forgot to follow up. It increases sales by showing where customers stop in the buying journey and by reminding the sales team to follow up at the right time.
Step by step
- 1
Record every lead
Leads from ads, the website, WhatsApp and exhibitions in one place, along with where each one came from.
- 2
Define your sales stages
For example first contact, clear need, quotation, negotiation and closing.
- 3
Set follow-up tasks
An automatic reminder of the next step for each customer and when it is due.
- 4
Connect it to your channels
WhatsApp, email and website forms, so every contact is logged automatically.
- 5
Read the reports
The conversion rate between each stage, where your best customers come from, and how each sales rep is performing.
A CRM the sales team does not use every day is just an expensive spreadsheet. Start with a few fields and simple steps.
- what does crm mean
- software to track sales leads