Customer Relationship Management (CRM) - The beginner's guide.

You need to be using a CRM (Customer Relationship Management) system. Why? Because it helps you manage your customers. And it's not just a matter of keeping track of who bought what.
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A CRM is a big topic, and there is a lot to learn if you're new. That's why we've created this entry-level guide: it will help you gain the knowledge you need to make smart decisions about your business's CRM needs. We'll cover everything from what customer relationship management (CRM) is to how a CRM system helps businesses save money and make more money by improving customer retention rates.

What is CRM?

A CRM system, or customer relationship management software, is a set of tools that helps companies manage their customers. It includes tools for managing customer data, tracking leads and opportunities, and communicating with customers.

A CRM can help you improve your marketing and sales efforts by allowing you to see who your most valuable customers are so that you can focus your resources on them. It also allows you to identify new ways to engage with current customers as well as find new ones.

Why use CRM?

If you want to make better business decisions, increase customer loyalty, improve customer service and increase sales, then CRM is for you.

CRM solutions help businesses in various ways:

  • A good CRM system can be used to track interactions with customers and prospects over time. This information can be used to better understand what they need or what they don't like about your company's products/services. It will also give you insight into the best ways to communicate with them in order to ensure that their needs are met.

The fundamentals of CRM

You need to be using a CRM. Why? Because it helps you manage your customers. And it's not just a matter of keeping track of who bought what from where and when, either: A CRM is the tool that lets you identify patterns in customer behavior to better understand their needs and how they interact with your business.

You can't afford not to use one—but how do you choose which system is right for your company?

How to choose a CRM vendor

  • Look for a CRM vendor with a proven track record. You want to work with a company that has been around for a while, is growing and can show you some impressive client testimonials.
  • Look for a CRM vendor that has the ability to integrate with other systems you use or plan on using in the future (like email marketing). If your chosen CRM doesn't integrate well with other systems or isn't compatible yet and there's no roadmap in place, then it might be time look elsewhere until they add this capability later down the line
  • Look for a CRM system with an easy-to-use interface so you don't waste time learning how it works when you could be focusing on selling more products/services instead!

Best-in-class components of CRM systems

Customer relationship management (CRM) systems are the primary tool for managing customer interactions. CRMs combine customer data, information about sales and marketing activities, and business processes to help companies improve their understanding of customers.

CRM systems can be broken down into three core components: customer data management, customer relationship management, and customer experience management.

Different types of CRMs

CRM solutions are available in a variety of forms. Most are available as a SaaS (Software as a Service) solution, which is hosted in the cloud.

As for the types of CRMs themselves: some are more advanced than others. Some allow users to connect with customers and prospects through multiple channels such as email, phone calls and social media interactions. Others provide data analytics capabilities so that you can track customer behavior over time and identify opportunities for improved marketing efficiency.

Finally, it's important to keep in mind that even though many CRMS have similar functionality they might not suit all businesses equally well due to their complexity or cost structure

How to set up a CRM system for your business

With CRM, you can set up your contacts to be used for different purposes. You can have a contact for each customer, each prospect and each employee. You can also create a category for each of these types of contacts. For example, you could have two categories: one for customers and one for employees. As your business grows, it’s important that you keep this in mind when adding new features or customizing the system so that it fits with how your sales team works best.

For every type of contact (a customer or prospect), there are three main things that need to be recorded: their name, email address and phone number (or other way they prefer to be contacted). It’s also helpful if these details change over time because we tend not to remember them after they've been entered once! These details will make it easy when communicating with someone via email or phone call without having to look back at their previous correspondence again later on down the line too

Finding the right partner for your business's CRM needs

The right CRM solution will be a seamless extension of your business, working in synergy with your current systems and processes to create a streamlined user experience. To find the right vendor, it will be important to ask questions about how they work with clients and what kind of support they provide after installation.

Here are some tips for finding the right partner:

  • Consider costs versus benefits. Make sure you’re getting value for money by asking about the features included in each plan and comparing costs with similar solutions on offer from other vendors.
  • Seek out bite-sized solutions that can build up over time. If your CRM needs are complex, consider starting small with an inexpensive package before deciding whether or not it's worth investing more money in something more comprehensive down the line (if necessary). This way, if things don't work out or if you decide that there isn't enough value for money, only minimal investment has been lost—but if there is sufficient benefit from using CRM software at all times then this initial investment could pay off handsomely over time through reduced overhead costs and increased productivity levels across departments within an organization overall!

Make sure you are using a CRM that fits the needs and goals of your company.

It's important to understand that CRM is not a one-size-fits-all solution. A CRM that perfectly matches the needs of one business may be completely unsuited for another.

A good rule of thumb when selecting a CRM is to make sure it has all the features that are vital to your company and its customers. For example, if your company provides services like home-renovation or window cleaning, you'll want a CRM system with features like time tracking or task management so employees can track their time on specific projects, as well as create client estimates based on those tracked hours.

If you're running an ecommerce store selling clothing and accessories online, however, then having such detailed project management tools might not be necessary—they could even present more trouble than they're worth! In this case it would probably be better if instead you looked for something simple but effective like email marketing automation tools built into the platform itself.


A CRM is a powerful tool that can help you achieve your business goals. By using it, you’ll be able to save time, make better decisions and measure the success of your campaigns. However, there are many different types of CRMs with different features, so make sure you choose one that has the features that best suit your needs before jumping into anything else!