As your enterprise grows, you need to know how to use CRM. Because it’s almost impossible to keep track of your prospects and customers by hand using spreadsheets and notes written in different places.

Because maintaining such a system requires a lot of time and work, things start to slip through the gaps at a startling pace. If you do this, you will let your customers and employees down.

Customer relationship management (CRM) software can be a powerful and robust tool for businesses. It includes everything from what potential client does on your website the first time they visit and how long they look at a sales proposal you sent them. After you’re done building your CRM, it’s time to put it to use.

Get your Sales Team on Board

Sales Team

If you get everyone to use your CRM as soon as possible, your data will be more accurate and complete. Setting up a CRM should start with adding users since this is the most important step. Make sure you list the benefits of using a CRM, like how it will help your salespeople close more deals, to show them they are worth the money. If salespeople aren’t convinced of the CRM’s value, it will be used very little. One of your best-selling books should speak up for you. Her coworkers will automatically follow her lead if she’s using the CRM well.

Set your Preferences

Your CRM should show how your sales process works. The buyer voyage is made up of three different parts: lead, opportunity, and customer. You must be able to complete each step for this to function. If you don’t see how your sales process works, spend a few weeks watching and measuring how potential customers buy your product or service.

Does it take how long from the moment you first meet with a salesman to execute a contract? Let’s say that your sales process has four steps: “Connect,” “Qualify,” “Demonstrate,” and “Close.” In your pipeline CRM, there should be a step for each transaction. You’ve now set up a sales process that all your salespeople can follow.

CRM Software

After that, use custom properties to save your information. There will be “properties” or “fill in the blanks” about your prospect already set up.

CRM has fields like phone number, email address, creation date (the day they joined your system), city, etc. Most businesses want to keep an eye on a lot of different things. Add “Billing ID,” “Time zone,” “Product purchased,” or “Global office location.” Create these specific properties before you import any data into your CRM Software. As a final step, you should change the default currency in your CRM if you use a different one.

Add Contact, Business, and Contact Information

You are not the only one keeping track of your prospects and opportunities with a CRM or a spreadsheet. You can import this data into almost any CRM by uploading a CSV file. Make sure that each spreadsheet column is the same as a CRM attribute so that data can move easily between your old and new systems.

Put Tools Together

Your customer relationship management system should provide a central repository for all marketing, sales, and overall customer satisfaction data. You won’t have to write in detail about your prospects and clients. If you combine CRM with our Marketing and Sales, consider this process. Your CRM list will include leads who have filled out a form, started chatting with a representative, or done something important on your site. If they satisfy the conditions, a sales representative will contact them.


If the lead needs more time, the marketing staff may provide instructions on accomplishing something. And its performance has greatly improved. We provide a well-known platform for automating marketing tasks. Use products that already connect with your CRM of choice, or use Zapier to connect them. For example, you could use Zapier to send Google Form entries to your CRM.

Make your Account’s Dashboard

It would help if you had a full picture of how your team is doing to give them the right guidance and direction. The profitable statement is that there is something called a CRM dashboard that can be changed to fit your needs. You can choose which metrics show up on your dashboard based on your sales goals and how you do things. If your team wants to sell more of product X this month, it might be helpful to know how many units of product X were sold compared to product Y. If your reps have activity metrics, you might want to add a column at the end of the day for “finished activities.”

Use Reports


The more time you can give your salespeople to sell, the better. It is why sending out regular email updates is a good idea. Every morning, our sales team receives an email with a stack rating based on the month’s sales, upsell and cross-sell revenue, and net revenue. Using this daily digest makes salespeople compete-friendly and gives them a reason to keep working even after they’ve met their goals. Think about sending an email with the rep’s added and completed activities, emails sent and received by the broker, calls made by the broker, deals won by the representative (shown by number or value), and the rep’s retention rate.


This tutorial only goes over a small part of what How to use CRM can do. The sooner you begin implementing a customer relationship management system, the more advantageous it is. Start utilizing one as soon as possible.

Leave a Reply

Your email address will not be published. Required fields are marked *