CRM For Dummies

Gain a complete picture of who your customers are Connect all aspects of your business with a CRM solution Automate workflows and processes through CRM

Create a holistic mindset with CRM

Customer Relationship Management (CRM) is intimidating for new and experienced business owners alike. CRM reaches across every department in your organization, including sales, marketing, HR, and customer service. You need a solution that gives you the ability to look at your business as a whole, rather than as separate departments. With this book as a guide, you can successfully incorporate every aspect of your business into one CRM solution.

Inside

Connect marketing and sales into a single, connected platform Choose the right CRM vendor Track customers from first contact Establish company culture through Complete CRM Log conversations with customers Define and measure goals Incorporate events into CRM

Lars Helgeson is a pioneer in sales and marketing technology. His CRM platform for small to mid–size businesses, GreenRope, was built from scratch and has grown to include over 3,000 clients in more than 40 countries since its inception in 2011. He is a frequent speaker for small membership organizations and conferences.