Customer relationship management – usually referred to simply as CRM – is a key factor in any business, as it encompasses the system you use to handle all your interactions with existing and potential future clients and customers.
CRM tools help automate key tasks like managing customer records, tracking appointments, handling invoicing and sending timely reminders – all from one place. Many platforms also include email marketing tools that personalise content, trigger messages based on customer behaviour and streamline your communications.
Today’s CRM tools often include built-in scheduling, calendar integration and even smart automations that suggest or confirm appointments — making it easier to manage your time and meet customer expectations.
If you’re just starting to explore CRM or looking to improve how you manage customer relationships, this guide breaks down the essentials of customer relationship management for small business in a simple, practical way
RELATED: What is a CRM system and how can you use it?
It’s a large and seemingly complex system, but with a few quick explanations, some how-tos, and a template, our eBook guides you from start to finish with not only what CRM is, but how to make it work for you.
By downloading this eBook, you will receive:
- An explanation of exactly what CRM is and why it’s important
- Descriptions of each key CRM component
- How to take the next steps once you have a CRM system in place
- Simple customer retention strategies you can implement with CRM software.
RELATED: What should you do with your customer data?
At first, implementing a customer relationship management strategy can seem like yet another marketing acronym that feels like too big of a mountain to climb. But this eBook can help you find your feet, take one step after another, and you’ll be at the summit before you know it.
Download it for free today and enjoy customer relationship management made easy.
