What's a CRM System and What are Benefits of Using One?

If you've:

• searched for the notes you wrote about that guy you sat next to at lunch last week who said he was looking for the sort of solution you provide
• lost out on submitting a proposal because you missed the date
• gotten in touch with a potential client only to hear you're too late -- they signed a contract with someone else

then it's likely time you started using some tool to help you manage all these details and stay on top of them. You need a customer relationship management system or CRM.

I know. You're thinking "UGH! Another thing I need to learn? I don't have time."

Or maybe you're thinking "GAH! Another thing I need to buy?!"

I know what else you're thinking -- "But how do I choose the right one for me?"

Been there. Asked the same questions.

So when a rep from the CRM firm Address Two reached out to set up a sales call, I pitched them to come on the show :-)

In this episode, I talk with Troy Hanna, President of Sales and Marketing for Address Two and when you listen you'll discover:

• Why CRMs are so powerful
• How to maximize the benefit of using a CRM - including shortening your sales process so you help clients say "yes" faster (which would improve your cash flow)
• Tips to choosing the right CRM for you and your business (it's a combination of things you need to consider)
• Troy's 6-step process to develop the habit of using a CRM system

 

Hope you find the episode helpful. Be sure to visit http://TheLetsTalkTechShow.com for show notes, resources, and more.