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What is CRM? | A guide to CRM software by Zoho CRM - YouTube
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what is CRM in a few short minutes not
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only will you know the answer but you're
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probably going to use what you learn
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here to make your business more
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efficient and more profitable because
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let's face it operating a business has
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its challenges every day you have to
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make decisions that affect your
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employees whether you're deciding what
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kind of coffee to buy for the office how
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much you spend on recruiting or which
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software is best for managing your sales
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pipeline we get it you wear a lot of
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hats and we're sure that on top of all
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of that managing your customer
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relationships is one of your major
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priorities if you don't know what CRM
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stands for or what you might need it for
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don't worry because you're not alone but
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in just a few minutes not only will you
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know exactly what CRM is but you'll
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probably be scheming up a few different
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ways that using a CRM system will
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dramatically improve your business and
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boost your profits so let's get to it
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shall we
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the acronym CRM stands for customer
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relationship management but that's
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pretty general isn't it I mean what does
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customer relationship management
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actually mean for business and why is it
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necessary to have a customer
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relationship management system in place
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let's drill down a little bit more CRM
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in its simplest form is a way to manage
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leads people interested in your business
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and your existing customers in the most
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efficient way possible to extract the
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most value and buy value I of course
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mean money more specifically it refers
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to the system a company uses to analyze
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customer interactions and measure data
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throughout the customer lifecycle the
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goal of CRM is to improve business
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relationships with customers through
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retention and acquisition and when
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you're able to effectively manage your
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leads and your customers more leads end
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up being happy paying customers you
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build a loyal customer base who become
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your advocate and customers have a
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better experience with your company
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whether you're a small business looking
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for a place to store information and
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have it accessible across multiple
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devices or you're a larger business
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wanting to manage customer interactions
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and focus on improving customer
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satisfaction you'll want a CRM software
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many businesses in
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surely try to solve these issues by
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using spreadsheets emails and other more
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kiuic means before realizing that it's
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never too early to start using a CRM
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system because it simply makes
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everything much easier so now let's look
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at five ways you and your company can
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benefit by using the CRM number one
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you'll have much better data
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organization just import your list of
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leads contacts and customers into your
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CRM and start tracking sales and
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engagement with leads and customers
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number two you'll have enhanced
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communication make it easy for your
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sales team to follow up with outstanding
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proposals by scheduling automatic
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reminders and creating a set of email
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templates number three you can easily
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share information by giving your sales
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team access to the same resources
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through selective data sharing number
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four you will catch all leads just
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create web to lead forms and embed them
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into your contact pages on your website
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the information that is captured will
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automatically be pushed to your CRM and
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assign it to the appropriate salesperson
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which allows for a quick follow-up so
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you don't lose sales and finally number
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five you'll know your numbers you can
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schedule weekly emailed reports so each
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of your sales team members know how
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close they are to achieving their
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monthly quarterly and annual goals in
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fact in a recent survey of users who
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have a CRM system in place 67% said
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using a CRM system helped them better
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follow up on opportunities and leads and
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56% said it improved customer
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relationships because all customer
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interactions are accessible in one place
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think of a CRM as a tool you need to
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manage business relationships practices
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and processes it's not a tactic it's a
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strategy it helps you manage more than
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just your business context but also your
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vendor relationships internal sales
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activities and marketing teams an
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effective CRM helps you gain insight
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into your business sales performance so
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you can adjust your strategies based on
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trends you'll also help your sales team
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stay on task by setting up something
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called automatic workflow rules which
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are basically automated actions and
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messages that are triggered by certain
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events
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this ensures interactions with potential
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customers don't fall through the cracks
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and saves you time from having to repeat
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the same steps over and over again as
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you can imagine there are certainly a
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lot of benefits to implementing a CRM
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system in your business let's take a
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look at some very common problems that
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having a CRM can help you solve you feel
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like you're swimming in information and
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can't keep track of it you're losing
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business because leads are falling
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through the cracks
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you have no idea if your marketing
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dollars are helping or hurting your
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business you waste time try to find
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emails from a customer you're missing
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appointments
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and not following through on all of your
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tasks you have no idea if your business
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is growing or how it's growing your
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customers have to repeat themselves
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every time they call your business each
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person on your sales team has a
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different sales process
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you lost a hot lead or list of leads
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when an employee left your company
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there's no consistency and email
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messaging sent to your leads
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you have no idea if your Google AdWords
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campaigns are profitable because most
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sales closed offline your sales team has
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no way of prioritizing their task list
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you don't have a way of collaborating as
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a team as you can see a good CRM lends
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itself to solving several different
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problems that rear their ugly heads in
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every business and now that you're an
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expert on what customer relationship
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management is how it helps and why
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businesses should use it start thinking
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about ways in which it can help your
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business I'm sure you've already got a
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few ideas brewing in that brain of yours
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here at Zoho we have a model we like to
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use with CRM close more deals in less
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time now you're well on your way to
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doing just that
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good luck and feel free to visit us at
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Soho comm slash CRM where you can learn
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more about CRM and sign up for Zoho CRM
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for free
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