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What is Customer Relationship Management? Animated Introduction to CRM / Marketing / Sales 

Anthony Miyazaki
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Dr. Nancy Rauseo explains how Customer Relationship Management (CRM) systems can improve efficiency and effectiveness in the marketing and sales processes, while building long-term relationships with your clients.
Nancy has successfully leveraged her expertise in personal selling, sales management, B2B selling, and CRM to train professionals across the United States and Latin America. An award-winning educator, she is the founding director of the FIU Global Sales Lab and has had a significant impact on the world of sales and sales management training.
For more videos on personal selling and the sales process, visit this playlist:
• Top Sales & Selling Tips
For interviews with marketers:
• Awesome Interviews
Closing music: "I Have a Reservation" by TrackTribe (courtesy of YT Music Library)

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27 авг 2020

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Комментарии : 720   
@ikrueger
@ikrueger Год назад
Having worked in a marketing agency, where the client information and activities were stored in different spreadsheets, emails, or task cards showed me how important it is to have sufficient CRM to be well-prepared and offer clients the best possible service. This video is a prime example of the importance and great potential that lies in a well-structured CRM. Not only can it help us to gain better performance and be well-prepared, but it also gives us the opportunity to avoid future problems. Not having an effective CRM in the past has shown me that it not only impacts the efficiency of departments working together but it can also negatively influence customer perception and satisfaction.
@camilamoreno3744
@camilamoreno3744 Год назад
Isabel, I felt identified with your experience since I also lived something similar in my first job. There is a lot of information that can be used in a very beneficial way, but since it is not correctly stored and ordered, it cannot be used optimally and efficiently. The opportunity cost of not using a correct CRM is definitely very high. Let's always keep this in mind as marketers and seek to deliver a good customer experience that will be reflected in the loyalty and fidelity of our consumers.
@MariaGonzalezSolis
@MariaGonzalezSolis Год назад
Isabel, I can absolutely relate to your comment, as I've also for for companies where client information was stored in different spreadsheets, and it definitely teaches you the importance of CRM. Especially in marketing, it is fundamental to have build and have good CRM, as it allows us to understand not only the client's needs, and wants; but it actually allows us to anticipate future business needs based on the data gathered and stored, and it allows marketers to adjust to their needs based on how the clients continue growing and/or changing.
@zohourmadi8040
@zohourmadi8040 3 года назад
This video is an excellent example of why Customer Relationship Management (CRM) system is a crucial tool to improve customer retention and sales productivity. The key is to provide the necessary training and upload accurate information to the system during the process. Proper communication between internal and external teams is another key to success. What resonates with me the most in this video is how well prepared the sales rep was before the initial meeting. He provided solutions based on the gathered information as well as the interactions with the internal team. I believe every business should invest in a CRM system and have the policies and procedures to ensure success.
@samanthasalomon3218
@samanthasalomon3218 3 года назад
You've made a vital highlight by mentioning how training and accurate information upload is key. There is no point in investing in a CRM system if the business is unwilling to train their employees properly and reinforce the upload of accurate information.
@lorenabarbara8364
@lorenabarbara8364 3 года назад
Hello Zohour! I agree with you completely the key is to upload accurate information the CRM system because what happened to me in my previous job was that the information was gathered from pencil writings on a white paper and because it was old you could not see clearly all the information from potential customers and all of this was lost. Another thing you mentioned that was also very valuable to me is how important is for every company to have a CRM system not only to have the accurate information but to also have proper communication between the company's internal and external teams.
@KimberlyGrantMiami
@KimberlyGrantMiami 3 года назад
I completely agree. The constant flow of communication contributed to the success for both parties. Communication is key to the success of any organization (big or small). The constant flow of information has the potential to not only convey feedback about the product, but it fosters goodwill and value between buyer and seller. As a bonus, the information allows the seller to create more products to market to the buyer to generate growth.
@johannaavalos2291
@johannaavalos2291 Год назад
A great way to show that all the information we handle in a company is valuable and see how CMR helps us give it shape and value and then turn it into results. Whichever direction it takes, it will always make your entire administration easier, which is what we all want.
@joellecohen24
@joellecohen24 3 года назад
While working at Hubspot, an american developer for marketing and sales softwares, I had first-hand experience with their CRM software, both in the marketing and sales ends of the product. Being the community manager and lead generation acquirer for the Latin American marketing team, I used the company's CRM to record qualified leads and new customer opportunities generated through hubspot's website, newsletters, webinars and advertising campaigns to then, create a strategical workflow to follow-up and turn them into potential customers. Through my experience working closely with a CRM, I understood the power it has to maintain efficient communications amongst an organization and consequently, have all teams aligned. Being able to communicate the correct messages to the right customers, sending out personalized relevant emails, and automatically notifying my sales team about an opportunity, the CRM eased my job throughly. Personally, I would implement a CRM system within any company now a days; with the correct data inputting, you are able to develop effective strategies that will generate profitable results.
@geovannasoberon
@geovannasoberon 3 года назад
Great input Joelle! My comment has a similar point of view like yours on implementing a CRM system within any company these days, including small businesses and especially in emerging countries like Latin America. Most of my clients are from Latin America and this idea of the CRM system is very new for them, but I feel like it is our job as Marketers to push them to utilize more effective practices so they can grow faster! Hubspot is actually one of the few free CRM systems out there, so in today’s age, the CRM system not only fits any size of business but also fits into any budget!
@MariaParodi1
@MariaParodi1 3 года назад
I completely agree with your point Joelle, regarding the usefulness of a CRM system in keeping teams aligned. I had a similar experience when I was working in the Tech sector. I found that we had the most success with potential clients and existing customers when there was seamless cross-functional alignment across sales, marketing, customer success and specialist teams.
@christinaparathiras7325
@christinaparathiras7325 3 года назад
Hi Joelle, I also believe that CRM is very valuable for every business to have. A carefully planned and executed system can help build strong customer relationships and provide a loyal clientele for the company. I loved how you mentioned that CRM is a great tool when data inputting is correct. As, incorrect data inputting can cause a lot of confusion within the organization and may result in negative effects for the company.
@alexandralarrea8195
@alexandralarrea8195 3 года назад
I love how marketing allow us to predict consumers’ needs without magic, only with the right use of tools that exist, we can get brand loyalty because of a CRM done right. I remember when I worked at a company that used to sell agricultural supplies, we didn’t have a sophisticated CRM system, but we tried to do our best with other tools for our consumers ’satisfaction. For example, when a customer bought an agrochemical (pesticide, herbicide or fungicide), the salesman used to ask which kind of crops did the client grow, so later on the marketing team could send notifications via SMS or WhatsApp, to remind the clients that it was time to apply another agrochemical or fertilizer (based on the crop growth cycle). The clients used to be glad for the reminder and for the additional discount we offered for being a regular buyer, of course. This video helped me realize that we could do more with more resources, but at the same time, people need to be involved and work as a team, otherwise, is just a waste.
@AnthonyMiyazaki
@AnthonyMiyazaki 3 года назад
And when a salesperson leaves, often the information goes with that person if it hasn't been input and stored in a CRM system. Great example!
@pablomenvielle1542
@pablomenvielle1542 3 года назад
With the dawn of automation and AI it's interesting to consider how much more efficient business and CRM will become when human error can be mitigated with a simple algorithm that always checks when certain actions haven't been done at a company. Like in the case of your old company, AI and automation won't only allow for reduced human error (someone at the company forgets to reach out to the client) but also web scraping and analyzing aggregated data from multiple sources could unleash significant competitive findings that give your business a competitive edge.
@elishamamumo1140
@elishamamumo1140 3 года назад
How interesting! I too worked for an agricultural manufacturer, and considering it was a family-owned business with a strict leadership style, they were slow to update their CRM systems. But the old-fashioned approach of consistently communicating, visiting, and following up with new and old customers, some of whom they had been serving for more than four decades, still kept their reputation and business in high esteem. I guess in some cases if the business understands its core mission and why it exists for its customers, even without the latest and greatest in systems, it can continue to do well.
@mariasjoholm601
@mariasjoholm601 3 года назад
Considering that 3 out of 4 consumers spend more money because of the positive experience they've had with a company, it surprises me when I see companies that don't take the importance of CRM seriously. In my work field of Marketing, CRM is one of the main pillars of success, and staying top of mind is critical in this competitive landscape. Great video for anyone doubting if CRM is the right thing for them.
@agelessads3381
@agelessads3381 3 года назад
That's true Maria. Marketers always are saying that they're customer-focused, but then they seem to forget about the customer once they spend the money. Abby
@jessicagrenier7103
@jessicagrenier7103 3 года назад
Maria, I completely agree with you. When a consumer has a great experience they will always come back. The CRM system is part of that great experience as it allows everything to flow together. Just as in this video, when the buyer had questions George was able to move them along to the subject matter expert where this person was fully equipped based on George's notes on the CRM. This allows the consumer to build trust and confidence in their buying decision.
@lindsayblock4443
@lindsayblock4443 3 года назад
That's a great point, Maria. The statistic show how likely business will improve with the utilization of CRM tools. In my experience, staying top of mind and accessible for clients is an extremely important element to client retention.
@cynthiaismino
@cynthiaismino Год назад
Totally agree with what was exposed in the video, in the current environment it is a challenge to maintain long-term relationships with customers, what is currently needed to achieve the success of your business is not only enough to expose the benefits related to the offer, but in providing a personalized experience to our public and in this way achieve differentiation and position in the minds of consumers. Using CRM we can successfully achieve this and thus generate a competitive advantage over our competitors. Just like George did in the video, by preparing and doing research prior to meeting with the customer to build a sales funnel, you can set yourself apart from others who offer the same thing to the customer and see you as the best option, so these actions effectively make it a win-win relationship, as they make the relationship more efficient and more profitable. Managing the relationship with our clients should be one of our highest priorities, since we focus on leads (people interested in your business) potentially converting them into clients and on the other hand we also focus on existing clients, fostering brand loyalty providing good customer experiences. Anticipating customer needs is key in today's business environment. This centralizes database information and allows us to anticipate customer needs, improve customer service and build customer loyalty.
@alyssagonzalez8647
@alyssagonzalez8647 2 года назад
I think this video does a great job of showing that in order to have a successfully running CRM you need to be extremely thorough in maintaining the information up to date and also learning about the company prior to even meeting with them. By improving organization you can successfully influence marketers to change their sales, communication, and leadership approaches. By showing you are knowledgeable about an interested company/consumer, in this case XYZ, you are undoubtedly communicating to them that you value them because you took the time to learn about them. By streamlining all the information into a CRM you’re making it a lot easier to access important information.
@andychris6837
@andychris6837 2 года назад
Definitely agree, like how you mentioned how critical communication is in this process.
@brunadoering1053
@brunadoering1053 3 года назад
Coming from the largest healthcare system in the United States, our healthcare system partners with several third party businesses to facilitate our daily marketing tasks. They have contracts with email marketing platforms, sales platforms and even work with technology companies. The Customer Relationship Management (CRM) tool is a one-stop shop that effectively keeps all of these different relationships and business agreements in one place. As the marketing director of one of the many hospitals in our healthcare system, the 3:16 minute mark of this video definitely stood out to me. I interact with various different users and different departments from each of these businesses and the fact that CRM is always up-to-date on these interactions is very beneficial from an efficiency perspective.
@agelessads3381
@agelessads3381 3 года назад
I can see how a big system runs the danger of being out of date if people don't input the data on time. I guess it's evidence that our systems are only as strong as our weakest links!
@CappelletiMatteo
@CappelletiMatteo 3 года назад
I totally agree with your point of view, it is vital to have a one-stop-shop to keep all the information current and have better and more straightforward relationship management with all the stakeholders, as the bigger the company the more complex the decision-making processes and the more layers to getting things done, which if the different parties do not share the same accurate information, will only affect the effectivity and efficiency of the proposed initiative, decision or action.
@nicholasguerra9332
@nicholasguerra9332 3 года назад
Bruna, you bring an interesting perspective into this video! I would not have thought of the fact that a CRM system for healthcare might be beneficial. When you think of the critical data that healthcare systems need to store (medical records, notes from nurses, doctors, etc.), it changes the way you think. Thank you for bringing an interesting insight!
@mariaporras8708
@mariaporras8708 3 года назад
I find it spectacular the relationships that exist today between service providers and customers. Nowadays, there is no longer separation between "your job" and "our job" as the world has finally conclude that both parties are necessary in order to make the business, as a whole, prosper. This particular explanation made by Dr. Nancy Rauseo, reminds me of a certain case from when I worked at Procter & Gamble where their Key Accounts Team evaluated the current and future needs of their outsourced distributors (clients) and helped them solve those needs, because they knew that by helping their client, they were also helping themselves to sell more. In conclusion, our client’s problems are our problem.
@brentcarter7362
@brentcarter7362 3 года назад
Well said Maria. The Ritz Carlton has an excellent CRM as well. All departments have access, which allows them to add to the guest profile. That overall picture of what clients like or don't like is crucial in making them happy, and drives business.
@samanthasalomon3218
@samanthasalomon3218 3 года назад
After years of working in small businesses, it is easy to understand why no matter the size of a company, CRM systems are essential to building successful relationships with clients. It is practically impossible to have a team fully communicated regarding the development of a relationship if there is no system to share such information. Appropriate follow-ups fall behind, information is lost, consistency shatters, and credibility gets questioned. This video is an accurate illustration of the benefit a Costumer Relationship Marketing system can add to your business. Many small business owners tend to overlook the power of this tool. If presented with information like the one shown in this video, I believe they would reevaluate their sales and marketing approach.
@milagrosviquez7589
@milagrosviquez7589 3 года назад
I agree. It may be that small business owners think that by the very nature of being ‘small,’ their needs do not warrant a CRM. They might think it’s too expensive, but as a poster above us (“Ageless Ads”) commented, there are many more options now than there were, say, ten years ago. There are more competitors in the market now which translates to more competitive pricing to the end user. The advantage of being able to track, qualify and quantify every possible lead, close sales, and glean information from all the transactions with the customer or potential customer, is worth the investment.
@taisp4419
@taisp4419 2 года назад
Thank you for sharing this video, I enjoyed seeing the visual explanation of the CRM process. As a company grows, the need for a robust customer database becomes a necessity. Important conversations are generally scattered around in spreadsheets, post-it notes, trendy napkin notes, emails, or general outlook entries which leads to inconsistent interactions with customers (both future and current). We use DealCloud in my office and this has helped elevate our connections with all our clients. In my experience, in using this CRM system we were able to see many benefits but one of my favorites is using it as a targeting tool. With DealCloud I sift through contacts and target certain industries to create messaging that resonates with them…everything from newsletters to press releases to personalized marketing campaigns. I also enjoy having information about people to help serve them better, when people see personalized customer service, they are more inclined to remember you.
@jennys2336
@jennys2336 2 года назад
Hi Tais! Thank you for sharing your thoughts about CRM systems. I believe businesses and organizations would be so unorganized and all over the place if they did not have their information stored in a CRM system. I am not sure how companies would be able to function if they just stored all their information in notebooks or folders. Having any CRM system helps companies stay more organized and on top of everything by being effective and efficient. I am so glad more and more companies are starting to update to newer CRM systems like DealCloud or Salesforce in order to stay more organized and essentially provide excellent service because of these systems. CRM systems have become an essential part of the workforce and have helped so many employees solve problems for their clients!
@cristinaserrano9583
@cristinaserrano9583 Год назад
Hi Tais, I can not agree more with your point of view. I work in the real estate sector and our company keeps on growing everyday and with it, our database. If we didn't had our CRM, we would get crazy with all of the information that we save that includes every interaction that we have with our customers. But i do have to say that we haven't used the targeting tool that you mention "DealCloud" and by reading your experience, we are definitely trying it.
@mariabarrios8951
@mariabarrios8951 2 года назад
I really enjoyed the video, I worked in a B2C company and we have a CRM system to keep track of our customers. This walked me through to see another reason why CRM is important, it highlights the importance of having good relationships not only with your final customers but also in a B2B environment. It enables businesses to track clients and potential clients to react to their individual needs and provide a better experience. Investing in a CRM is essential to build trust and loyalty with clients.
@juliatorok2204
@juliatorok2204 2 года назад
I strongly agree with you, it is really important to track existing and potential clients in order to be able to satisfy their needs but also to make them feel important and happy with the follow up. A happy client is always a loyal client.
@yolenederis402
@yolenederis402 3 года назад
I have been a sales professional for over five years, working with Fortune 500 companies, and I have never held a position where I did not have a Client Management tool in place. Client Relationship Management tools have an enormous impact on an organization’s bottom line. Lacking this essential system can be detrimental to productivity, efficiency in organizational processes, and engagement with clients. This video highlights some of the key functionalities that CRMs possess. Businesses can determine how simple or complex to tailor the needs of their organization. In my role, it aids in prospecting, dispositioning during or after follow-ups, interdepartmental functions that aid in fulfilling customer needs, and much more.
@harleighruud6392
@harleighruud6392 3 года назад
I'm glad your company finds the CRM tool as essential as mine does! This video shows a great breakdown of all the different uses and functionalities it pertains. It is actually how we do a lot of our market research today and how we find recommendations for new product developments. I think every company should obtain some type of CRM system in order to fully understand their client base.
@melissagraziano5973
@melissagraziano5973 3 года назад
Yolene, I have also been a sales professional for the last 4 years and have actually been shocked by my last company (also Fortune 500) and how behind they were in using CRM to better move customers through the sales funnel. Now that I am in sales in the same industry for my own company, one of my first tasks was to build a crm tool to help manage my clients and customers.
@yolenederis402
@yolenederis402 3 года назад
@@melissagraziano5973 I am excited that you realized how crucial it was to have a powerful system such as the CRM. Unfortunately, there are some companies that are still lacking essential tools to make them more competitive in the market place. Having a simple CRM can increase sales, levels of productions, and make huge impact on the business' bottom line exponentially. It is extremely versatile. I wish you the best of luck in your business ventures. You will do great!!
@vettlune4799
@vettlune4799 3 года назад
My company has been using Salesforce for the past few months. It is such an outstanding and powerful tool with so many features. It has boosts our productivity and it is constantly up to date with relevant client information. It has made my job so much easier. I am sure there are others on the market that can provide the same service at a more affordable cost, but if you haven't gotten a hold of a CRM platform then you are losing not only time but MONEY! If you're more of a visual person, CRMS are the way to go! They provide easy visibility and access to data. My main use is customer service and support. There are others that use is it just like in the video for sales and marketing tools.
@antoniomiranda7825
@antoniomiranda7825 3 года назад
It was a real pleasure to watch this CRM Introduction video by Dr. Nancy Rauseo. Her step by step approach to the planning, execution, follow up, delivery, and customer support phases of the customer relationship process is very well described and illustrates how Customer Relationship Management goes beyond the conventional wisdom of simply inputting data into a system. The CRM process encompasses the ability of the whole organization to use the information that is available and organized in an information system to present creative solutions to complex problems, anticipate new business opportunities and demands, and communicate the benefits of the company's products and services to its customers. The content of this video will absolutely contribute to the sales team of my company as we are expanding rapidly to new channels and regions and it is important to establish our CRM process and system to better deal with the current and new customers' increasing demands for specific products, packaging formats, bidding schedules, and pricing strategies.
@olenapostnikova2723
@olenapostnikova2723 3 года назад
I wholeheartedly agree that in this video a Customer Relationship Management concept reaches beyond just the data input. Having always experienced the approach from a sales perspective in a B2B role I hadn’t considered that you could use CRM data in order to change your packaging format and pricing strategies. I also found it interesting how an entire organisation relies on the CRM data as a problem solving tool for complex business problems, right from the CEO to the warehouse manager. I would suggest that you take some time to explain why CRM data can be of a benefit to your sales team in order for them to really embrace this tool.
@vettlune4799
@vettlune4799 3 года назад
Nancy Rauseo video structure was not only informative but captivating! It was so easy to follow along! I agree Antonio, this video will absolutely help out the sales team in just about any company! The markets becoming more globalized as the days pass, it will be almost necessary to establish a CRM process to deal with customers. I highly recommend checking out SalesForce. It is easy to use and has an excellent support team.
@Jessykaromano18
@Jessykaromano18 Год назад
This video explained CRM in a great way. A part that stuck out to me was how George continues to anticipate the possible needs of his clients. George is able to predict future client needs by using past records of clients and or possible future clients. He can then use that data to predict what the most valuable client source is, the average time it takes for a contact to become a customer and if there is a need for account based marketing such as giving a potential client a ticket to the Rays game that happens to be a rays fan. When putting processes in place to avoid problems this will help George with this current project and any other project that comes after this one. He will continue to learn and grow his CRM.
@daniellederman2108
@daniellederman2108 3 года назад
Dr. Nancy Rauseo hit the nail on the head by portraying CRM in this situation as being the the oil that keeps a business running. For all the marketing campaigns and individual sales that a company can have, it means nothing if you're not maintaining a healthy, ongoing relationship with your customers. Specifically, the CRM being capable of letting the installation team know of any changes to a prospective sale makes the entire process smoother than if it were otherwise being cross-referenced manually.
@emilciviso3358
@emilciviso3358 2 года назад
Terrific overview of the capabilities of a well utilized CRM tool. One great thing this video mentioned (3:02 mark) is the importance of the team being ready for the job. Today, my company uses Dynamics, and the company’s goal when deployed was aimed at aligning the internal teams. The tool is now used to align the teams prior to solutioning and implementation providing a more streamlined presentation to the client. The CRM tool now provides an efficient way to track the client’s from sales through production monitoring, which has improved our customer experience surveys by 75%.
@ikrueger
@ikrueger Год назад
Hi Emilci, I totally agree with you. It is so important for the whole team to be well-prepared and on the same level for the work with a client in order to present the best service possible and maintain a successful partnership. It is amazing to see such great improvements in your customer experience after implementing the CRM tool. It really shows what an essential part the internal organization and alignment of the team plays when it comes to satisfying the client and how it can be done successfully and efficiently.
@valentinarojas5335
@valentinarojas5335 Год назад
Great video! Something I would reinforce is that CRM systems truly allow sellers or marketers create a mutually beneficial relationship with customers. Many could argue that it's just about collecting detailed information about people with the sole purpose of studying how to sell them something, but I believe CRM systems go beyond a monetary exchange. The system enables a company win the customer's trust, provide qualified, personalized support and additional services throughout the relationship, even after the purchase has been made. It's not only a customer generator tool - it's also key to customer retention and loyalty.
@laurabucholtz8502
@laurabucholtz8502 2 года назад
The real eye-opening aspect of this video is the sheer amount of footwork that's involved in building a successful customer relationship. Many layers of research need to happen before you ever step foot in the client's office (in this example specifically, the salesperson does online research, checks the client's social media, calls ahead, and prepares fact-finding questions to bring to the meeting.) Once the potential customer is engaged, then the real benefits of the CRM show. The CRM helps you manage the details of a customer's needs, as well as make seamless handoffs between different people on your team.
@anthonyoconnell7502
@anthonyoconnell7502 2 года назад
Laura, I think 'seamless' is such an important descriptive word regarding client onboarding in general. It is incredibly important to have all the information and skills to complete work on a case successfully. However, bringing the professionalism of preparation to make matters easier on the client is invaluable. We see time and time again, in business, fully qualified people miss out on opportunities because of a lack of preparation done and the lacking of a sense of hard work ethic.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
@@anthonyoconnell7502 Your implication that preparation is a key element of professionalism is something many marketers and salespeople need to learn. How can we sell to someone we don't know? Answer: get to know them by researching and preparing. Thanks for the comment!
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
Great insights Laura. For large sales especially, the upfront work makes all the difference in the world.
@w.rjames2363
@w.rjames2363 2 года назад
This video provides an excellent illustration of the importance of preparation to build and sustain a positive customer relationship. A Business can only thrive in a competitive market if consumers are the primary concern. I commend George on taking the initiative to research the business and draft questions before the meeting. His actions showed qualities of leadership, effectiveness, and efficiency. Utilizing the information obtained from the meeting, he began the company's profile in the CRM system to analyze ways to best service his potential clients. The CRM system doesn't just support George but also transmits information to other experts and permits a team effort to address the client's concerns. The CRM allows businesses to anticipate client needs, monitor concerns, and provide timely customer services and solutions. Using the CRM system seems to be an essential tool for businesses to anticipate client needs.
@ClaudiaHernandez-cm5mb
@ClaudiaHernandez-cm5mb Год назад
I couldn't agree more. By anticipating the client's needs and inputting all that information into the CRM system, it also provides potential sales to other aspects of the business. It is a win-win situation for not only George, but the company as a whole, when others from other departments within that industry may benefit from building the relationship. This solidifies the foundation for both companies, and building those connections will lead to other connections with other industries.
@gabscoro
@gabscoro Год назад
I believe you're right in saying that a CRM system is an essential tool. I think it can be supremely beneficial to companies, no matter the industry. It is an efficient way to keep track of information because not every client will have the same goals or needs. By keeping a record of their essential information, you can be sure they get an individually targeted service. By having it be a cloud-based system, it becomes accessible to various employees in different departments where they can feed off of each other’s gathered information and customer feedback for a more successful outcome.
@matthewclemons1136
@matthewclemons1136 Год назад
I agree with the point about George taking the initiative to research the company to add valuable nonconversational information. As you stated, George effectively communicates with his team through the CRM resources that his firm has. By using the company's resources, George is able to communicate about Company XYZ without having to continually meet with his team on ways to convert a lead. The centralized approach is key.
@cassandravillagomez3304
@cassandravillagomez3304 3 года назад
After seeing in the video how CRM plays a huge role in keeping your clients and customers happy, it reminded me of a time where I worked in customer service for a company that had no CRM system or applied any concept of it. My job became so disorganized that I could not keep track of customer email threads or constant complaints about our services. If a CRM system would have been applied, we could have been more organized with the key issues of those complaints and improved our product for better sales. We could have also been more detailed with our customers and provided them with better solutions when it came to repeated issues. Now that I’m working for a company that has a fantastic CRM system, it’s made me realize how beneficial CRM is not only for my job position but for the overall success of my company!
@samanthanovoa7375
@samanthanovoa7375 3 года назад
Absolutely! A CRM system is extremely helpful in tracking and organizing both positive and negative feedback from customers so that the company can determine when a product, service, or process needs to be adjusted. This also helps retain customers, as employees are able to address any complaints and offer appropriate solutions, which leads to an overall higher level of customer satisfaction. When I worked for a startup recruiting company, we went through a trial and error phase of managing data until we developed an effective process of tracking information on our CRM system, which helped us better service clients and ultimately close more deals.
@rominabassignana8382
@rominabassignana8382 Год назад
I really enjoyed how this video was easy to understand and so well explained. I was not familiar with CRM systems and after watching this video, I got an understanding of how useful and effective it can be in a company’s sales processes. The part I agree the most with is the conclusion that CRM systems provide a win-win relationship. CRM systems can help companies maintain their clients for the long term as they are constantly updating their systems with their client’s likes, dislikes, and needs. This builds a connection between the buyer and the seller. CRM systems keep every person involved in the loop, so everyone is well prepared to do their part efficiently and tailored to the specific goals the client has while predicting future issues and working on them in advance, and the client is satisfied with the customer service experience they received and is now able to design new services for their company.
@chelseafleeman5670
@chelseafleeman5670 Год назад
Romina, I couldn't agree more. I also was not familiar with CRM systems, and I'm so glad to finally have some clarity and understanding of what it is. It is so important for companies to have a CRM system so that they can continue supporting their customers in the way they need most. One possible danger, though, is using data to the point that there is no real in-person relationship between the company and the client. Clients need to know that they aren't just a set of numbers and outcomes, but real people with goals. As important as it is to keep track of all that information and manage customer service goals, it's equally important that the employees are developing lasting relationships with the clients.
@VALEROSEMUSIC
@VALEROSEMUSIC Год назад
Romina, I could not agree more! I wasn't familiar with CRM systems prior to watching this video either. I took a lot from this video and the importance of having a CRM system for a business. Beyond the importance, how beneficial! This truly provides a business the tools and resources to not only have their client's information secured and organized for email marketing and more but also gain a deeper understanding of what their client's like, dislike, etc. providing them with valuable information which they can then apply to see what else they can offer their client. This is also a great tool to keep long-lasting relationships with their clients which results in customer loyalty and that is something extremely valuable for the continual growth of any business.
@aliyahmorrison508
@aliyahmorrison508 3 года назад
When Dr. Rauseo discussed how important it is to implement the CRM system, that resonated with me because I thought of how I can implement that in my own career. Having an established system is necessary to succeed in marketing. If I implement this system, I can achieve the results I'm looking for. In order to establish a relationship, researching the company ahead of time and having a CRM system in place is the key to success.
@nadiachochol1437
@nadiachochol1437 3 года назад
I'm a big advocate for CRM systems. The systems help you to stream line the sales process, record and share information, set reminders for follow up and much more. There are so many programs available and they can be customize to meet your business needs.
@juliatorok2204
@juliatorok2204 2 года назад
Great video of how Customer Relationship Managements should work. Shows how important it should be to collect all the information about the potential and existing client, how it helps the information flow between the two counter-parties. George registers the information he got on the meeting from the client and his team can start to work on it right away, it is a really time saving method. What resonated with me the most is the research and preparation he performed and he even followed up with the client after their services so he could ensure their satisfaction. In my opinion meeting the clients needs is not enough, you also have to make them feel important, and there is no better way than follow up after the job is done. When trying to close a new client George’s approach of the deep research is the way to go!
@ceciliapintocoelho740
@ceciliapintocoelho740 2 года назад
I strongly agree with you. I liked how this video focused on how the organized, up to date information, with access for everyone, is a key factor to build a lasting relationship with the client and to improve efficiency in the marketing and sales processes
@ryanmcclellan5408
@ryanmcclellan5408 Год назад
Yes, collecting all of the information about your clients or customers (or partners, or supply chains, or distributors) definitely assists in the process of developing a relationship. If you are capable of understanding the mindset behind the client (i.e. perusing their websites and social media channels, and even online bios prior to the meeting or first touchpoint), you can come prepared. The value of a CRM system of any kind is to streamline the amount of information you can receive upon first contact, and it definitely allows for the company, entrepreneur or contractor to keep that CRM system updated within the same day as the first or second interaction. In doing so, you can remember what was discussed!
@rominabassignana8382
@rominabassignana8382 Год назад
Hi Juli, I agree with your point of view. Meeting the client's needs is not enough, I consider that building a relationship between the customer and buyer is one of the most important things to mark a difference and maintain a long-term relationship to eventually build brand loyalty. When clients feel important, heard, and taken care of, they are more likely to come back to you and recommend you to others. Following up after a service helps build this relationship and provide a satisfactory customer service experience. I also agree with how CRM facilitates the information flow which prevents any miscommunication between both parties.
@marcelinenavarro2011
@marcelinenavarro2011 2 года назад
The video illustrates a nearly HEAVENLY process for customer management. The process Dr. Rauseo walks through is seamless, streamlined, and assumes the parties involved are VERY cooperative. It'd be great to hear a follow-up perspective acknowledging the curveballs that are usually thrown at these systems as they inherently become PART OF the system. Curveballs such as uncooperative customers leading to the expiration of quotes or contracts, overworked departments who may cause delay, or simply a lazy salesperson who relies on their incredible relationship-building skills but doesn't have the bandwidth to complete all the fields. A solid CRM system is undeniably crucial to the growth of a company, but these systems can become highly complex and sometimes require the assistance of program managers to ensure data quality and smooth processes. All needed to align marketing efforts and optimize customer service.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
I really like the idea of a follow-up video that addresses the challenges Marceline. Thank you for adding to the discussion! Anthony
@ivonnegamboa7820
@ivonnegamboa7820 2 года назад
This is an excellent point, Marceline! My background in the non-profit sector has given me insight into how complex CRM systems can actually be. When organizations do not have the bandwidth, collaboration, budget, or strategy in place to optimize their relationships, it can be quite difficult to have a functioning system in place. I would enjoy a follow-up on the issues that at times arise with CRMs and ways in which we, as marketers, could overcome them!
@JoelVillarini
@JoelVillarini 2 года назад
Marceline, HEAVENLY is a great way to describe it. However, issues also arise from the company side. For example, many large companies can have multiple CRM’s that are not in sync or talking to each other, leading to duplicate communications, variable data, and poor customer experience. One solution is to have CRM systems centrally coordinated to serve all parties better.
@miltoncabrera8359
@miltoncabrera8359 2 года назад
Joel, I have seen this firsthand with companies just looking for a product that works for what they are looking for but does not take into consideration if the programs can communicate. One of my previous managers would always say, we can only look for programs that work with our existing system, if not we will end up with double work and mistakes will increase. When looking at dollars and cents, it may make be cheaper to get a program that does not communicate with your existing program, CRM, or otherwise, but in the long run, getting compatible programs is most beneficial.
@denisepomeranc8031
@denisepomeranc8031 3 года назад
George’s company organization is flawless. First, George is very well prepared to start a conversation with new clients. He knows who they are, where they are coming from, and where they might want to go. He is well prepared to meet with them and address their needs. For me, this relates to job interviews. In the past, I used to come very ready for interviews, searching for information regarding the company, their needs, and questions to be asked. I believe that the best thing in the professional world is to be prepared for every meeting you need to attend. Most importantly, they have an excellent CRM communication system. Every detail about the client is documented through the CRM. Starting from where the lead is a potential client, then when they are in the follow-up process (hoping to convert) to when they finally make the purchase, and they continue with the communication to keep the client happy and addressing every need. In the industry that I work, cruise travel, we use a CRM system with a very similar process. First, when there’s a potential lead, all the documentation needs to be in the CRM for future use. Then when the client is a potential purchase, everything needs to be communicated and when the client completes the purchase. The communication must keep being recorded even after the client has completed the purchase process. After XYZ completed the acquisition, they had very positive reviews of George’s company because of their customer service. This is due to the excellent team and the flawless CRM communication system that they handle.
@antonisharuffin4392
@antonisharuffin4392 3 года назад
Customer Relationship Management enabled George to keep in contact with his clients to ensure the customer is happy with the services provided. This interaction is truly eye opening. This is a great reflection of building customer relationship, delivering value, and creating successful long-term growth.
@amandajimenez18
@amandajimenez18 3 года назад
Hi Antonisha, I completely agree with your comment! The fact that with the push of a button you can learn so much about a person without ever meeting them should be motivating enough for everyone to want to put in the quick effort of preparing themselves in order to close a deal!
@mmeola7
@mmeola7 2 года назад
Absolutely agree! Long term growth is crucial within any business and that should be the goal for any successful brand. Many companies tend to disregard how new processes or changes can affect the company long term. Customer relationship management takes care of that and allows you to always stay on top of your needs.
@clankzh841
@clankzh841 2 года назад
The versatility of CRM software is so impactful. When people think of a sales department's job they normally don't expect the other departments of a company to be at their side as well, helping them closely along the way. CRM software makes this possible by sharing a client's information with anyone in the company. It is primarily the job of the sales person to do the heavy lifting in regards to meeting with clients, building relationships, and persuading them to buy. CRM software helps along the way by allowing more than just the sales person to be involved in the selling process directly with a client. Companies that successfully implement CRM software and train their employees to use it have a significant advantage in the market. However, plenty of attention needs to be given to keeping the clients' information up to date and organized. In my experience, this type of software is very useful to reference to and plan with but can get very confusing when information is input incorrectly or misinterpreted.
@samvillarreal
@samvillarreal Год назад
This video did a great job highlighting how a customer relationship management system works. As I am someone who is currently working in sales, I know how important it is to build relationships and be prepared when meeting with potential leads. I like how George was organized and came prepared to the meeting with questions for the company, which is a very important aspect in both sales and building relationships. Something important to note that was highlighted in the video is maintaining a good relationship with leads and clients even after they have already committed to a company. I can relate to this because many professional relationships I have built with clients have brought me many other referrals, therefore helping me build my business. CRM should be a priority and contributes to the success in a business. Many businesses have fallen between the cracks due to the lack of priority of customer relationships and in today's age that is a very important aspect to stand out over other companies.
@aliaaalmarri
@aliaaalmarri 3 года назад
Working at The Dubai Mall, a retail destination that attracts almost 80 million visitors annually, I was surprised to know that over the 10 years they have been opened, a CRM system has never been implemented. Part of my role was to work with our own version of "George" to assist us with analyzing all the data collected from various marketing channels (website traffic, customer service database, Wifi Sign ins etc.) It was a long and expensive process but definitely worth it! Having access to the customer's data all in one place allowed us to target our audience efficiently and most importantly retain them.
@AnthonyMiyazaki
@AnthonyMiyazaki 3 года назад
With such a massive number of visitors, it would be impossible to understand their behaviors without a CRM system. What a great opportunity for you to work on a project like that Alia. This is definitely experience that you can use to help future employers (and clients).
@marketezablog8789
@marketezablog8789 2 года назад
In my own experience working in the sales department of a coating products company where I could attest how benefitial was developing a CRM data and constantly enriching it with information provided by the different points of contact with the customers(salesfroce, mail,phonecalls, collections department,etc). This really helped us to track the most valuable customers and create a personalize service proposal in order to create a tight relationship where they could see us as allies that look for a win win relationship and not only to make sales.
@marianapaliza3206
@marianapaliza3206 Год назад
The information and graphics on this video perfectly illustrate the journey of CRM from a B2B perspective. Per my professional experience in retail, I have always experienced CRM as the relationship with the final retail costumer. This video helped me to understand the B2B perspective, which emphasizes developing a business relationship by conducting research, understand the customer’s needs, keeping track of the evolution of the relationship, update new ideas and, most importantly, building trust. These concepts are very valuable for both B2C and B2B.
@JPBermudez
@JPBermudez Год назад
As you mentioned, CRM systems are a valuable tool that plays a fundamental role in B2B decision-making. Many times the same employees need help to grasp the importance of this tool and take full advantage of it. All companies should show these types of videos to their employees so they can also see CRM's role from the company's perspective.
@alyssalinares931
@alyssalinares931 Год назад
I couldn’t agree more with this video as I have worked with a CRM system myself however it was for b2c selling. I had no idea prior to this video a CRM system could also be used for b2b selling as well. Working for Pollo Tropical in the Customer Service department, we used a CRM system to help store customer’s contact information and complaints against restaurants. Also, the CRM system was used to keep track of numbers on how many coupons were distributed per customer as well as the history of communication between customer representatives and a customer. The CRM system helped ensure the same customers were not calling over and over to take advantage of our coupon reward system, this saved the company tons of money. In conclusion, the CRM system helped us better understand our customers and provide better service at our restaurants especially due to feedback. Thanks to this video, I now understand how CRM helps better organize data. Communication is key and thanks to a CRM system, it helps enhance the communication between b2b or b2c sales. All teams’ members are on the same page due to shared information. Leads are also easier to catch due to a CRM system. It’s literally a win-win relationship as the system is extremely valuable.
@AnthonyMiyazaki
@AnthonyMiyazaki Год назад
Great example of how CRM systems can be used to communicate, organize data, and improve company operations and eventually (hopefully) customer satisfaction. Thanks Alyssa!
@gustavogarcia1872
@gustavogarcia1872 Год назад
Based on my experience on working with specific CRMs, I couldn't agree more with the final statement "CRM facilitates a win-win relationship". The technology company wins by providing the CRM to the client, learning their processes and understanding what could be offered next. By having this kind of relationship/interaction with the client, they are able to develop a long-term relationship, while still recommending new adds/features to the current platform. The client wins because now it has a system ready to use and be able to reach out to users through different channels. The client is able to start collecting intelligence and start thinking towards "How do I personalized content to this specific group?" or "How can I optimize some processes by automating those based on website interactions?". Overall, it is a win-win relationship between both parties thanks to the many benefits the CRM has.
@GuillermoWolf70
@GuillermoWolf70 Год назад
Gustavo, I agree with you. A CRM program is a fantastic tool that allows you to track many things, in this case, the entire purchase process, from documentation and signing documents to the post-sale process. But if a CRM is not used to its maximum capacity and the parties involved do not execute each step correctly, it can be a real headache. In the video example, George and his team correctly used the CRM. Of course, this facilitated communications between the parties involved, minimizing noise and misunderstandings. In other words, effectively transmitting the message, which led to the transaction's success, so congratulations to George and his team for this sale.! 😊 By the way, excellent short video; congratulations to Prof. Rauseo for this great material and to Prof. Miyasaky for sharing it on his YT channel.
@cynthiaismino
@cynthiaismino Год назад
Gustavo, I couldn’t agree more with your comment, it is in our hands to implement the CRM and make it our differentiating factor compared to our competitors, starting now to build long-term relationships with our clients and even with the leads that we will surely turn into future clients with the right strategies can ensure our long-term success as a brand and the more information we collect from our target audience and the environment, the closer we will be to putting together a much more attractive offer against the competition. Without a doubt, implementing the CRM will be the best decision we can make, it is a win-win strategy.
@gabscoro
@gabscoro Год назад
I think the video does a great job of explaining and detailing what exactly CRM is and how documenting that information on cloud-based software can be mutually beneficial for all parties doing business. Dr. Rauseo describes it as a “win-win relationship,” and I completely agree. Keeping a detailed account of a potential client’s needs and expectations of the service you provide can facilitate meeting and anticipating those needs. And by successfully doing so, you can build up a reputation for excellent customer service that clients know they can trust. Another great point the video focuses on is the importance of research. Researching a potential client prior to meeting with them can set the tone for the type of relationship you can have. It shows them that you are prepared and will take them seriously as a client, and a CRM system can help you do that.
@phabienesimeon
@phabienesimeon Год назад
Hi Gabriela, The CRM system was highly informative and is clear that it taught us how effective it is. I can agree with you 100% on the topic of research being enforced throughout the process and the CRM system. Being able to research what it is that you’re certain will be a key factor of upon a business you’re seeking to help or for your own, it will result in gathering the significant amount of information you’re looking for to lead you. As stated in this video, using the information from his CRM system, he has an organized list of questions that he will ask in order to identify the company’s needs”. This proves that the CRM system will allow you to go beyond measures for preparation.
@emelygomez2668
@emelygomez2668 2 года назад
The significance of this video cannot be ignored. Also, the sequence of the video and its animation were undoubtedly engaging. The incredible Dr. Nancy Rauseo explained, in great detail, how and why CRM is a key component in businesses, as it helps both parties build strategic and lasting relationships. By implementing the example of the XYZ company and George’s company, I was able to grasp how a successful CRM works. The point I agreed the most with was that CRM and CRM systems allow businesses to predict future needs of clients. Customer preferences are always changing, and it is up to businesses to stay up to date with the latest trends and whatever it is that their clients might need. I think that this point is extremely important, as it helps businesses to avoid future problems and prevents costumers from getting upset. Even though I haven’t directly worked in CRM or with CRM systems, I’ve been present in operations where the marketing department has been in direct contact with the sales department, which I consider to be very important when handling costumers and their relationships with the businesses we represent and work for. The video has undoubtedly made me excited to learn more about CRM and to possibly make it my future goal to have happy costumers.
@priscillahardie4891
@priscillahardie4891 Год назад
This was a great video and everything was so well explained. Something I'd like to emphasize is that CRM systems genuinely enable sellers or marketers to build mutually beneficial relationships with consumers. Many could say that CRM systems are only about gathering extensive information about individuals in order to figure out how to sell them something, but I believe CRM systems transcend beyond monetary exchanges. The approach helps a corporation to gain a customer's confidence, give competent, individualized assistance, and provide extra services all throughout relationship, long after the transaction is done. It is not simply a client acquisition tool; it is also essential for customer loyalty.
@victoriamarieverdeja
@victoriamarieverdeja 3 года назад
In my experience with the CRM system at my organization, we spend most of our time using the customer information in our system for output, sending out mailers and information, rather than input. This video helped me realize we have so much valuable information that we can learn from. By considering the demographic information and patterns in our customers' interactions with our organization, we'll be able to make more informed marketing decisions.
@vivianaespinosa7831
@vivianaespinosa7831 3 года назад
Great point Victoria! There is always an opportunity to expand further. In my case, we were able to implement an in-house operations team to support existing clients. Our CRM provided visibility to recurrent pain-points and generated an opportunity to sell a new service.
@danaanderson3729
@danaanderson3729 3 года назад
Hi Victora - I can relate! My experience with CRM systems has also been more focused on reaching existing customers again with new promotion rather than considering the additional demographics and information that we can input. By keeping extensive, detailed research and documentation, you're absolutely right, we'll be able to make better decisions about our marketing moving forward.
@kathequintero3011
@kathequintero3011 2 года назад
Completely agree with your point, and as usual in most companies. In my work for example we use the CRM system to identify the behavior of the customers and we use this data to create the campaigns month to month, definitely is an excellent tool to improve our marketing actions.
@natsocial
@natsocial 2 года назад
Hey Victoria, I totally understand what you mean. In my previous employer it was used for mostly mailers as well. It wasn't until I got deep into the features that I realized it can be used for a lot more! My favorite part about CRM platforms are the automation capabilities. If learned properly and with ample set up time, a CRM can simplify a lot of tedious to-do's for a company. I personally think that in order for any CRM platform to work its best, the teams must all understand it. get trained for it and value it. With those key approaches, any company can build their own formula to success.
@gustavogarcia1872
@gustavogarcia1872 Год назад
I completely agree with you comment Victoria! Most of the time, I used to spend my time in the CRM system focusing on just sending emails and information. However, I started understanding all the different benefits you can get from a well set up CRM and things changed for good. I was able to start making more informed decisions like automating some processes and actually creating a story based on all the data you have in it.
@Whiney25
@Whiney25 2 года назад
CRM is extremely crucial within an organisation. A lot of businesses do not realise that in order to grow and create more profit there needs to be drive towards increasing the CRM and to go in depth with the information that consumers are providing them with. I love how this video portrays and explains the importance of CRM and how it influences other departments. It also underlines a strong sense of creating Brand loyalty as well as brand credibility, because with the information received the organisation is able create or fix their product or service in ways to better serve the customers. This reminded me of a situation, where i informed my friend who owns a business to create a excel spreadsheet listing his customers and include their feedback by their name, because he was very disorganised and couldn't remember the names of who informed him to do certain jobs. He didn't realise that his business was growing, he was accustomed to at-least 3 -5 clients
@genesiscosme9532
@genesiscosme9532 2 года назад
This video does an excellent job at clearly illustrating how a CRM system can only benefit an organization, helping it to run more efficiently. In my work with small businesses and startups, many lack the resources to maintain a CRM at George's level and prefer to stick to their Rolodex practices. Some business owners remain set in their ways, but those who seek more affordable, simplified, small business CRM solutions find that they are able to scale up their business and hit higher sales goals than ever before. The best part: they find that in the long run, they're actually spending less time on administrative tasks, are able to be more creative with customer acquisition and retention, and are more focused in working on their passions. Can't wait to share this video with future CRM skeptics!
@ashleydenton3264
@ashleydenton3264 2 года назад
This video offers a great, accurate detailed explanation of how the CRM system works and can benefit your company. It highlighted in depth the benefits George and his team could have for the clientele and support them in every way, with constant updating and revolving data to help enhance the client's backend and help with continued growth. Having the right CRM system in place is a win-win for both parties, the client and organization.
@orlymayer6831
@orlymayer6831 Год назад
The video does an outstanding job of explaining how a CRM system works. While watching the video, I started thinking about my career and how I could implement a CRM system to improve my relationship with our tenants. For example, in our marketing department, we help our tenants market their events, deals, and promotions through our social media and newsletter. We also create unique events to market our tenant's services to the public. A CRM system can help with communication between our department and each tenant. It will be a great system to keep track of all our tenants' needs, interests, and information. It will also help save all our notes from each tenant in one place for everyone to access quickly.
@isabelieber1998
@isabelieber1998 Год назад
Hi Orly! That is a super interesting idea for applying CRM! Are you in the industry of real state or hospitality? I think it is a great tool because in those industries there are a lot of moving pieces that you always need to keep an eye on, so having a CRM software can definitely help improve the relationship between you and your tenants. I wish my building would consider something like that for us!
@mylenavazquez
@mylenavazquez 2 года назад
I have never used a CRM system before but often saw CRM skills required for jobs in which I was interested. Just the thought of trying to understand CRMs was always daunting, but in under five minutes, Dr. Rauseo managed to explain the process in a way that was accessible and easy for anyone to understand. As someone who does freelance copy editing and research work, implementing a CRM would be incredibly helpful to be able to track leads and follow up with potential clients. Having a CRM in place would allow me to deeply understand my customer, their needs, and their timeline, and never miss another opportunity again.
@christinesanchez6120
@christinesanchez6120 3 года назад
The example given in the video perfectly illustrated how proper preparation and research leads to success. By using internal records and applying them to his CRM Jorge was prepared for his initial meeting with XYZ Company. I have used the same systems many times when building a new business, and or trying to gain new clients, and it is definitely the right approach. The way Jorge continued to follow through the process set the stage for the rest of his team and I was truly impressed by his dedication and organization. I will look to this example in the future if I ever need a reference guide.
@agelessads3381
@agelessads3381 3 года назад
I like what you said about proper presentation and research Christine. I know a LOT of salespeople who think they can just "wing it" and walk in pretty much unprepared. They pride themselves with their abilities to talk the talk, but they get tripped up because they didn't prepare enough.
@amandakoulamas6755
@amandakoulamas6755 3 года назад
Having had the opportunity to be a part of both small and large media agencies, lacking a CRM system halted or complicated most of the communication with existing and potential clients. After watching this video, it is evident how crucial it is to have a customer relationship system in place to facilitate the process of moving around various projects with different clients in an organization. With this system in place, employees are able to fully understand not only who the clients are but also what requests and purposes they have. It provides an opportunity to put certain processes in place and advises an organization on what the client’s purposes and achievements are. Overall, having a CRM will add value to any organization that is looking to gain and keep long-lasting client relationships.
@agelessads3381
@agelessads3381 3 года назад
I'm curious about your experiences with the CRM system being a barrier to communication. I've seen them not be used, but I could imagine that they could be burdensome as well, which would mean that communication couldn't occur well.
@sjb279
@sjb279 3 года назад
Before watching this video, I had no name for the system I used in my role as an Outreach Educator for an LGBTQ+ non-profit called SunServe. In this role, it was my job to provide LGBTQ+ proficiency training and consultation to agencies/organizations that needed more LGBTQ+ competency in their services and workplace policy. I utilized some of the concepts mentioned in this video in order to gain new training clients for my organization, specifically doing research on an agency/organization that I wished to offer our services to and asking about the needs of the agency/organization to learn what their core needs are in respects to being more LGBTQ+ competent. By employing these concepts, I was able to tailor trainings for each individual client as well as offer possible policy change ideas where needed. CRM, or at least my version of it, was great for building and maintaining relationships with potential clients who still continue to use or services as well as refer us to others. I will be sharing this video with our new training director in order to create a more streamlined and unique approach to our training services.
@ceciliakauffman999
@ceciliakauffman999 3 года назад
Sobourney, that is FANTASTIC! I loved the way you were able to learn so quickly from the video and implement it in your day-to-day already! Not only am I so impressed with the work you're doing, I think that organization in non-profits can sometimes be lacking as there are always so many things going on, and you seem to have really helped your organization in making sure that everything is easy to locate and you are able to be successful in your mission.
@agelessads3381
@agelessads3381 3 года назад
I think when you're dealing with individuals, it may be even more important to have a strong CRM system. You don't want to have a person feel like they're not listened to just because the information wasn't there about them.
@motoiwatanabe1906
@motoiwatanabe1906 3 года назад
Currently, the marketing is rapidly changing due to the digitalization. Customer Relationship Marketing (C R M) is crucial all over the world. Unfortunately, some of firms do not realize how important the CRM system. CRM can connect mutually customers and firms; in addition, increasing the satisfaction between them. The benefit of CRM for firms, for instance, is centralized customer management. You can share customer information with multiple department; plus, you can flexibly respond to change of person in charge without stress. On the other hand, the benefit of CRM for customers, analyzing the customer attributes of products and services they have purchased in the past, your customers can receive appropriate information and services. CRM system is an essential tool between customers and firms. I appreciate that this video taught us "C R M facilitates a win-win relationship".
@agelessads3381
@agelessads3381 3 года назад
Motoi, your statement about helping customers is the key here. With CRM, our companies can better serve them, which in the end helps our companies as well.
@jenseyrivera8992
@jenseyrivera8992 Год назад
This video did an outstanding job of explaining how CRM works, and the importance of doing your research to help you communicate better with your potential client. By being prepared and knowledgeable of your clients' business you will be able to better understand their needs and offer better business solutions. Something that really stood out to me in the video around minute 2:20 was that you need to rely on your team experts to be able to be a valuable asset to your customers, you as an individual may not have all the answers but by having the right tools and the right people, you can better prepare for your potential clients. Overall CRM systems can create the right solutions 24/7 for your company, can help you predict, offer timely solutions, and come up with processes to avoid future problems, and help companies marketing and sales teams to come up with services that benefit them.
@alyssawissinger4986
@alyssawissinger4986 Год назад
Jensey, you bring up some great points. I could not agree more, it is vital to work together with your team. The CRM systems works so well because it allows for all team members to be on the same page with all the current information. The CRM is also a great tool to identify useful customer information such as customer behavior. Which can be used to help create different promotions and campaigns.
@omarmoursi7717
@omarmoursi7717 3 года назад
There are two points highlighted that allowed me to see me the true importance of a CRM system. Firstly, the updates and notifications of a “qualified lead”, streamlines the processes to make it more efficient. It is crucial to understand which leads are worth pursuing and determining this is valuable. Secondly, the relationship that continues developing after the sale is essential in today’s competitive and instant world. For instance, the immediate customer service availability, predicting future needs and direct interactions between the concerned departments and users are key for growth and success. Managing the relationship in the long term should also be the focus and not only the initial sale.
@karlagaray7787
@karlagaray7787 3 года назад
Hello Omar. I agree with you, it is essential to know what subcategories to invest on, and which ones will generate most profit. After the sale in complete, it is imperative to maintaining communication with your costumer and checking in on them, in order to maintain a trusting relationship.
@soleiljimenez988
@soleiljimenez988 2 года назад
In my experience, using the CRM system can be very beneficial because it helps both the customer and the organization stay organized. Constantly updating the CRM system keeps everybody on the same page. One thing that stood out to me was the anticipation of the customers needs using the CRM system. Predicting and offering solutions to future problems can keep the customer and the organization one step ahead of the game. Great video! Very helpful!
@alyssawissinger4986
@alyssawissinger4986 Год назад
I really appreciate how well the video explained how the CRM system works. The video made what could be a very complicated system very simple and easy to understand. One can see how important it is to keep the CRM system update with every little step in customer relations. Having proper and current information in the system allowed for clear communication throughout the company. The marketing and sales teams were able to work together with customer relations in order to best serve the customer.
@stephaniegrau
@stephaniegrau Год назад
Alyssa, I agree with your statement. The video made a complex topic easy to follow. As a result, I now better understand CRM and its benefits for any business. I have not used CRM in the past; however, this video highlighted how important it is to keep detailed descriptions of clients. As we can see in the video, George would update and write detailed descriptions of the company XYZ's needs. Having easily accessible and detailed information on the CRM system helped George's company work together and close the deal. In addition, these detailed descriptions can help maintain long-lasting relationships with clients.
@ailynmontes4017
@ailynmontes4017 3 года назад
While working in the truck rental and leasing industry, I realized the importance of CRM systems in finding potential clients and building a meaningful relationship. As a Rental Sales and Operations Manager, I was often the first to identify a potential long-term leasing customer. Because we had an effective CRM system in place, I gathered relevant information during my first encounter with a rental customer and transferred it to the leasing department. Then, the sales team analyzed the data, added more details to the file, and a salesperson was assigned to contact the client.
@agelessads3381
@agelessads3381 3 года назад
Ailyn, I think this is one of the great benefits of a CRM system -- having different people adding usable information about certain clients so that the company can serve them better. Otherwise, the information gets lost and someone has to ask the questions all over again, which can anger the customer. Abby
@joellecohen24
@joellecohen24 3 года назад
I completely agree with your thoughts towards the importance of a CRM to generate qualified leads, nurture them to convert into opportunities and maintain long-term relationships with them. Additionally, I like how you explained the information flow within your company, it truly exemplifies a real world example of how CRM's process and store data in an efficient manner to be used effectively by all employees in the organization. Personally, I had the same experience. while working at HubSpot. I was constantly developing campaigns to bring in potential subscribers and, having these in the tip of my hand and transferring over to the sales team through the CRM platform, was key to not missing any sales opportunity and do the correct follow ups.
@isabelcortright3066
@isabelcortright3066 2 года назад
After having had such a pleasant introductory with a CRM system known as Salesforce, I can attest to how beneficial these systems truly are. You have the ability to keep track of prospects, sales, and customers and so much more. CRM is important to all businesses but it plays a major role when it comes to marketing in a scalable way.
@marketezablog8789
@marketezablog8789 2 года назад
I completely agree about how enriching is CRM for all industries. It allows to track better the customers and the prospects, but furthermore allows us to look beyond the numbers and to really understand how we could engage tighter with the most valuable customers.
@vickynelson1328
@vickynelson1328 Год назад
Absolutely Isabel! And you hit it right on the nail, CRM keeps tracks of things. Imagine reaching out to a prospect during a time when they're not ready to jump ship. By adding in notes, and other key data, following up with this client will almost feel like you didn't miss a beat. It also gives marketing and other key teams a chance to hop in and provide valuable insights.
@sabastian242
@sabastian242 2 года назад
This is a precise representation of a well-functioning CRM system. As you can see, it is important for the Sales and Marketing team to be aligned with the customers to have an optimal sales process and build relationships. I am fortunate to work at a company where the CRM system works as a beneficial and useful tool for the entire sales cycle. This video also portrays the importance of CRM in any type of organization. I really enjoyed it!
@josel.grondona4856
@josel.grondona4856 2 года назад
Agree with you Sebastian. In many cases, the marketing team and the sales team are not aiming to the same target. CRM tools have what it takes to work as a team, manage data and search for opportunities from the first contact with the client. All available in one place.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
Having a full-funnel CRM system is a great benefit to both the marketing and sales teams -- as well as for the company's customers. Thanks for the comment Sabastian.
@vivianmachado683
@vivianmachado683 Год назад
By giving an in depth step by step process of what it took to create a CRM that was catered to the specific company it was able to highlight just how essential a CRM is. Not only did it so throughout the entire video, specifically at the end when mentioning how the marketing team to the sales team were able to provide new services that would potentially benefit their client's company in the long run. As someone who has been working with a CRM software, it brought to light for me the endless possibilities that I was not even aware of yet. I have witnessed just how effective a CRM is for a business in terms of keeping client data updated, but throughout the video it depicted at that point in particular how it correlates with such teams. It brought to light for me that not only is it an essential way to effectively handle client information, but also a way for others to communicate and stay up-to-date within the company or organization.
@asiajenniferw
@asiajenniferw Год назад
I really like how this video explained CRM. By utilizing records and documents and incorporating them into his CRM George had planned ahead for his first encounter with XYZ Company. Given that four out of every five consumers spend more money as a result of a great experience with a firm, it shocks me when I encounter businesses that do not value CRM.CRM is one of the primary foundations of success in the industry of marketing and remaining top is crucial in this competitive market.I like how it illustrates how George prepares his CRM by doing more research and how prepared he was for every scenario. Excellent video for anyone who is unsure whether CRM is good for them.
@Jessykaromano18
@Jessykaromano18 Год назад
I also enjoyed how this video explained CRM, it explained it in a way for people to get a good idea of the steps that are included in an ideal scenario of a potential deal closer between the client and the company. You are spot on when you said how important CRM is within a company. George used his tools correctly and it benefited him in the end when it came to his clients. If he uses this each time he works with a new client he will continue to become successful.
@veronicawallace9071
@veronicawallace9071 2 года назад
The impact a CRM system can have on a business' success is amazing. This outlining of how the proper implementation, use and maintenance of a CRM system really made a positive impact for me. My business currently maintains a CRM, however we do not utilize it as intensely for our current customers, and this is precisely what I intend to remedy after watching this video. My current vendors would undoubtedly benefit from consistent attention and updating of their information in our CRM system, and it may also play a role in making my own sales and quality assurance team better organized.
@dayeng7640
@dayeng7640 2 года назад
A CRM system definitely has a great impact on businesses and it surely makes the difference when it comes to win-win relationships. I currently work for a small business that it's not using the CRM system to its full potential. As you mentioned, it can make a difference in the sales and also the profit of the business, as well as, keeping an organized structure of your client's information and needs.
@perfectshotmarketing
@perfectshotmarketing 2 года назад
This is an awesome video that really highlights the benefits of a CRM! It's a clear example of how streamlining all the touchpoints in any business can dramatically increase efficiency, generate sales, and improve customer retention rates among many other benefits. It's safe to say that if a company has yet to consider a CRM, regardless of the size or industry, it's about time they should reconsider!
@rabeccajacobs5935
@rabeccajacobs5935 2 года назад
Hello Ryan. You have made an excellent point. I completely agree with your argument that CRMs have the potential to boost productivity, enhance sales, and improve client retention. I would like to add to your comment on the value of client retention. This is the primary goal of a CRM in every organization. Its secondary goal is to boost consumer acquisition at a cheap cost, without compromising current customer relationships, and to provide a seamless transition from a new client to a trustworthy, long-term customer. With CRM, the employer is able to collect data from a variety of sources, including social media, and organize it in one location for easy access when needed. By offering thoughtful client help, responding promptly to customer requests, as well as constantly considering the client's requirements, an organization is capable of increasing consumer loyalty. To maximize benefit, a business must involve customers in the newest industry trends, which is where CRM comes in handy.
@staceycee4457
@staceycee4457 2 года назад
I wholeheartedly agree with you. In today's world of business, systems are essential. Automating tasks as much as possible goes a long way by enhancing business production and execution. This CRM system is an ideal way to cover all the touchpoints of any business. As you stated, companies should reconsider incorporating a CRM into their organization, if they haven't done so already. It would definitely contribute to boosting their revenue.
@ileanavelasquez6352
@ileanavelasquez6352 2 года назад
Hello Ryan! After watching the video I couldn’t agree more with your comment. Every companies should use a CRM software. I truly believe that using the software can create a positive impact. Some companies don’t realize that sometimes their traditional way of doing things could be outdated. CRM systems have really innovated the process of communication and organization. Along with this, I do believe that CRM increases a company’s total margin overall.
@cristinaserrano9583
@cristinaserrano9583 Год назад
I have been using CRM in my organization and it has been life changing. Its interesting how everyday we find a new way to improve it and fill it out with more ways to organize all of our customers information. Having all this information online and with easy access has also been a true key for us. This video has given me new tips that i would definitely implement in our CRM, and i will mainly focus in the demographic information so we would be able to target our sector everyday more.
@ryanrodriguez104
@ryanrodriguez104 2 года назад
Dr. Rauseo's insightful video on the importance of a CRM tool truly showcased the value such a tool brings to a sales organization. The video's step-by-step breakdown of the entire sales process highlighted how challenging and long the cycle can be and reminded me that, without proper organization and documentation, how easily things can fall through the cracks. I currently rely on a CRM tool to help me connect with our current customers by finding valuable data on their history with us, products they have purchased, location, size, etc. all information needed to provide detailed, personalized information when delivering ROI reports. In addition, this video reminded me that while it's a great post-sales tool, it also plays a significant role in lead generation and can deliver high-level KPI reports useful for internal sharing. All around, a CRM tool provides the essential platform to capture and store information needed to successfully win new customers and continue to grow business.
@latinboi815
@latinboi815 3 года назад
It is surprising how many companies still do not utilize CRM systems in their efforts to better serve clients. As an account executive for a video marketing firm, it was critical that I input all information I could about future and existing clients, into the CRM, in order to provide them with the best service and help meet their needs. I truly believe that utilizing CRM systems is a win-win in the sense that it allows a company to maintain information of a potential or current client to best build and maintain a relationship that will ultimately lead them to achieve that client's goals. That is what CRM systems has done for me. It allowed me to keep records of clients that I, or anyone from my marketing team, could reference to assist them and even anticipate their needs. It is a critical component to a firm's success and could make the difference between surpassing or falling short of your budget.
@emilymartinez9245
@emilymartinez9245 3 года назад
Hi Daniel, I agree 100 percent. I find it a bit baffling how so many companies still have failed to implement some sort of CRM tactics in their everyday operations. My company is one of them and as a marketer, the best way to achieve success is by keeping track of every point of contact with your consumer. This allows for a smooth transition from potential client to long-term client. There's really no way a company can lose by using CRM, like you said it would be a win-win.
@olenapostnikova2723
@olenapostnikova2723 3 года назад
I can’t imagine working in a professional capacity within sales or marketing without the processes and data within a CRM system today. When I started my previous role as a Key Account Manager in a data driven software company, I firstly spent a couple of weeks studying information and previous communications with my new clients. This allowed me to make a quick start with the existing projects and for my clients to feel special as they didn’t have to explain much about the previous agreements.
@carolinaguerra223
@carolinaguerra223 3 года назад
I agree that the CRM system should be a must for all companies. I say this because the company I work for does not implement this method in our day to day communication with our customers. As a sales representative myself, I didn't know much about this system until today and it definitely changed my perspective on how I want to start building a relationship with my customers.
@claribelhernandez2929
@claribelhernandez2929 Год назад
I have been in social media management for 7+ years and have never utilized any systems to help with my business or sales funnel. This year I implemented a project management tool and CRM software to track my hot and cold leads. It's been the best decision; I cannot imagine how many prospects I have lost in the past by needing a proper system and software to track the client experience from candidate to paying customer. Besides, without a plan and CRM software in place, I was always playing catch-up. I needed to find out where I had left off with the client and what was promised for the next steps, and I constantly needed to catch up with my follow-ups. I was an organized mess, as I like to call it.
@johannagomez-gonzalez1149
@johannagomez-gonzalez1149 2 года назад
Dr. Rauseo does an amazing job explaining CRM by providing a detailed look at the process and how businesses can benefit from organizing and centralizing information to stay connected with their customers. I have been influenced by the three main CRM points highlighted in this video: the ability of CRM systems to integrate social media data into CRM, the capacity to integrate information from different channels, and the way CRM systems allow companies to anticipate the needs to deliver solutions to their customers. As a higher education professional, I see the benefits of CRM systems in personalizing data to create a sustainable business strategy to bring customers closer, track information to address their needs, and help increase satisfaction and loyalty while connecting with potential customers (prospects). CRM systems bring people, processes, programs, and performance into a full circle not only to improve communication, but will result in increased sales, improved customer relationships, and increased profitability and customer acquisition. Great tool for the core of customer satisfaction in marketing, sales, and customer service.
@mateoarbelaez1984
@mateoarbelaez1984 Год назад
Hey Johanna! I was reading your comment and I totally agree on what you said on the performance on the system. I truly believe that is an amazing tool for increasing benefits for your sales and customer satisfaction. I strongly believe that CRM if used properly is an incredible way to take your business to the next level. I think that knowing how to use information is key point of the CRM use, because if you have all this data to just make incoherent decisions you are not going to see the benefits. Great comment!!
@lizmarycarralero188
@lizmarycarralero188 2 года назад
I really enjoyed this video and the different benefits of using a CRM. As someone who hasn't had the first-hand experience with CRM's, this example provided in this video broke down and highlighted how a CRM can benefit a company. This example shows how a CRM is not only helpful or useful when it comes to closing a sale, but how different users within the company can utilize it and continue providing solutions based on the needs of the consumer. This video showed how a CRM can increase the overall efficiency and success of a company.
@saceliaorsini3146
@saceliaorsini3146 2 года назад
I agree, Lizmary. It's important for everyone on the team to be on the same page and have detailed and up-to-date information for each client so the company can continue providing solutions based on the needs of the consumer like you said. I like the fact that Nancy pointed out, "CRM facilitates a win, win relationship." I agree with her because with prolonged good customer relationship management, customers feel happy to advocate your brand to others and that’s how your business rises to success.
@matthewclemons1136
@matthewclemons1136 Год назад
Dr. Rauseo did an excellent job identifying the basics and understanding CRM tools. She demonstrates the lifecycle of a successful process starting from the initial meeting and throughout the deal's closing. A hidden gem that could easily get skipped is the prescreening of the company to gain information. This is similar to the process that I use when attempting to gain new clients. I use all internet tools from google to social media to research the potential client for gaining valuable insight and information to use.
@anthonyoconnell7502
@anthonyoconnell7502 2 года назад
This video highlights an incredibly important aspect of all business; preparation. In the video, we see that before even having the initial client onboarding meeting, George is deeply educated on the client's business. He sought out valuable information on financials, business history, and products as well as constructed a key contact list. We all know, time is money, and to save the client the hassle of time-consuming talk on general business facts, George already informed himself. Also, they will identify him as a hard, motivated worker who clearly cares about the success of his client boosting the chances of him being chosen as the expert on the case.
@adrianaespinoza3931
@adrianaespinoza3931 2 года назад
I also enjoyed how the key element of preparation was demonstrated in the video. Since George did his research using various places as visiting their website, social media, and making calls for desired information, This creates a sense of trust with the organization and allowing him to ask required questions and gather more information.
@melissagraziano5973
@melissagraziano5973 3 года назад
In working for one of the largest food service distributors in the country, I was surprised by how reluctant the sales community was to using CRM tools. It is still a relatively nuanced technology in this industry as there still isn't a clear funnel for the data received from the CRM tool. The success of the CRM tool is the funnel and distribution of date to key decision makers and marketers in the company. Without a strategic plan for the CRM tool it is left as just a data entry platform.
@cuca2
@cuca2 2 года назад
I completely agree with you, I have seen before how sales teams can disregard the use of CRM tools just because they want to keep their old ways, don’t want change or simply save the “hassle” of setting it up. This isn’t strategic thinking at all, sales teams should understand that sacrificing a small amount of time and money to incorporate CRM processes will deliver great returns on investment on any business. Will improve communication among teams, helps getting everyone aligned and eliminates duplication.
@martinavent
@martinavent 2 года назад
I agree on what you are saying and actually I believe that the sales team is one of the teams that can be more benefited if using information that the CRM tool can provide them. Knowing more your customer makes a big difference when creating or maintaining a relationship with him. It could help them to make strategical decisions to optimize their sales, and enhance the relation. This applies to both B2C and B2B companies. When introducing a new CRM tool, I believe it's important that the sales team is part of the CRM tool customization, so they can add those important features that the sales department can find valuable. By doing this you get the team involved and make them feel part of it by considering their needs. I believe they will give the CRM tool the importance that it has and see the successful results of its usage.
@rebeccariverawhite6675
@rebeccariverawhite6675 3 года назад
Within my current role at a Meetings and Incentives planning firm, I utilize a CRM platform daily as it is a centralized hub of all of our client's information and houses where we create and send email newsletters to keep our clients informed. This database has helped to keep our client's engaged with our firm, especially throughout this time working from home, as through the CRM system we are able to pull a report of how our client's interact with the emails we send to them (i.e. what they click on, when they view the email, etc.). I personally know of other event planning firms who do not take full advantage of working through a CRM platform, and because if this they are missing out on opportunities to communicate with their current client base and build upon the client list which is vital in the current state of event planning as most in-person meetings have pivoted to virtual. I have learned that even now in my current role, we have just started tracking and analyzing client engagement and I know that the continuation of this as well as possibly integrating our CRM with our social media accounts will widely assist us to better understand the decisions our client's and potential clients make.
@stephaniehernandez4817
@stephaniehernandez4817 3 года назад
Hi Rebecca. Thank you for sharing your experience. I was curious to know what CRM system you use and what the name of your Meetings and Incentive planning firm is. I always love to learn more about the event planning industry. In my experience with event planning, a system like CRM would have been a life-saver. I agree with you that most businesses in the planning industry would greatly benefit from such a system. It provides clarity on the current status of the client/customer and would remove confusion or misinformation.
@mariabotero3649
@mariabotero3649 2 года назад
This video made me realize how important it is to know our audience. Doing some research and understanding our customer’s needs is the key to providing them with a good customer service. In the same way, involving different departments of the company is also really important when it comes to guaranteeing a good experience. Sometimes, the experience with the salesperson can be really good, but the experience with the rest of the departments of the company can be bad and frustrating. That’s why it’s really important for everyone to be aligned, and for the person that made the sale to check on its customers every now and then.
@Natikk6
@Natikk6 2 года назад
I couldn't agree with you more. It's important for everyone to be on the same page in order to give the best expereince and understand what exactly the customer needs. CRM makes everything more easy for companies to build long lasting relationships with customers.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
Great comment on how all members of the marketing/sales teams need to be providing solid customer service. One weak link can break the relationship, and an effective CRM system can help to strengthen each customer touchpoint. Thanks for the insights Maria.
@libby12322
@libby12322 2 года назад
This video does a great job at explaining not only what a CRM system does but how it can truly how it makes a difference in a corporation. My last company implemented a similar system as described in this video and it proved to work just as effectively. Before using it, we couldn’t keep track of clients or who they last spoke to and it made communicating with them a disaster. After all of the employees had training on the new system and we started to get the hang of it, it became second nature making sure all communication was logged in there and it made our lives a lot easier.
@camilamoore5420
@camilamoore5420 Год назад
This video provides an excellent introduction to CRM! As someone who has used a CRM system called Sharp Spring for work in the past, I can attest to its incredible capabilities in keeping everything organized. I particularly used it to generate new leads and provide comprehensive information to the assigned managers, streamlining the sales process seamlessly!
@dayeng7640
@dayeng7640 2 года назад
This video does a terrific job at illustrating the value of having a Customer Relationship Management system within the Marketing/Sales businesses. The point that I agree with the most is that CRM facilitates a Win-Win relationship between both parties. In this case, Win-Win relationships arise if enthusiasm is created and customers are satisfied, which is exactly what’s been portrayed in this video with George and Mia’s team. Also, it’s important to notice the fact that George updated the CRM system after each meeting with the client in order to perform at its best and provide a custom and effective plan to the client. This translates to the fact that the better you understand your customers, the more responsive you can be to their needs. In my opinion, a successful company is one that builds strong relationships with its customers and CRM is definitely the system to achieve it.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
I like how you focused on the updating of the CRM system Dayen. When all that info resides in the heads of the salespeople, the rest of the team won't be able to use it to serve the customer and create a satisfactory exchange relationship. Thank you for sharing your insights!
@emelygomez2668
@emelygomez2668 2 года назад
I wholeheartedly agree with your statement that CRM is a system to achieve and build strong relationships with our clients. Client loyalty and retention is something that a lot of businesses fail to achieve, which will make their operations fail, as businesses need clients to succeed. Nonetheless, I do believe that, as the video and Dayen both explain, CRM allows both parties (clients/businesses) to have successful and lasting relationships. After reading your comment I have no doubts that Costumer Relationship Management (CRM) creates an opportunity for both parties to understand each other more, and for clients to have a more in depth and personal experience, in return, businesses will see an increase in revenues, improves satisfaction, and allows businesses to increase sales and they will also have the opportunity to know their clients preferences.
@alexanderstensby7512
@alexanderstensby7512 2 года назад
For anyone looking to hit the ground running in regards to becoming familiar with CRM, this is the perfect starting point. Very well explained along with visuals speaks to the importance of communication in general. Whether it be with coworkers or clients, the nature of effectively using a CRM model is very well documented here. Great work.
@user-fm3qt1ei1k
@user-fm3qt1ei1k 2 года назад
yes ,the CRM(customer relationship management) model is really very documented Implementing the CRM system solution has many benefits, among which the significance is that it completely changes the customer relationship process by automating the customer life cycle and integrating the entire customer management process. As has been discussed elsewhere, the more you know your customer the more you can personalised their experience process. This makes CRM real important.
@camilamoore5420
@camilamoore5420 Год назад
Totally agree Alexander! The visuals and animation aspect of the video definitely makes CRM very understandable, especially for those who are new to the concept. The video shows how useful a CRM system is and is easily digestible!
@haroldmarrero967
@haroldmarrero967 2 года назад
The video above is a well-produced, informational, and entertaining piece that brilliantly showcases the benefits of utilizing a Customer Relations Management (CRM) system. I was particularly impressed by how simple the video explains the relationship between a provider and their clients and how that connection is established, maintained, and expanded through the proper use of a CRM platform. Another interesting concept of utilizing a CRM for one's clients is the ability to predict and respond to problems that the client might not be aware they are having. Correctly identifying future issues and offering up quick and easy solutions will ensure that both client and provider retain a healthy and beneficial relationship for years to come.
@nathalieschaefer9562
@nathalieschaefer9562 2 года назад
Customers are the most important element of a business, and the way a company manages its customer databases is crucial for business success. The CRM system proves to be an essential element to store all the information about each contact in one place, thus it represents a very powerful communication tool. The video illustrates all the importance of CRM systems very well and shows in detail the benefits that companies can derive from it.
@krystalchung582
@krystalchung582 2 года назад
True that customers are the most important element of business. CRM platforms have revolutionized how companies store their "book of business". When used correctly companies can engage in marketing campaigns and send messages to their already established customer base with ease of accessibility and up sell to these clients or reengage old clients to buy again thus generating new revenue with already established customers.
@barbaralarco2819
@barbaralarco2819 3 года назад
Wow! George is really a proactive guy! It feels like he's always one step ahead, and that's how CRM is supposed to work as well. CRM leads a series of events that allows you to generate measurable and efficient results. It is interesting to note the analogy of the video referring to George's efficiency with his client. The CRM works the same or better! Having efficient and informed communication with the customer allows you to improve your marketing and sales strategies. We use "SalesForce" as CRM software at work, which has allowed us to organize, improve our processes, and achieve positive results. CRM is a system that contributes to and benefits businesses.
@yolenederis402
@yolenederis402 3 года назад
I agree that CRMs produce positive results. Client/Customer Relationship Management tools make it easier to track the customer's journey through the marketing/sales funnel and run analytics to ensure that businesses are taking advantage of every opportunity. Every potential client is an opportunity for an organization, and every impression counts. Having a custom CRM for an organization can significantly increase customer retention and engagement and boost sales exponentially.
@nenazahedimanesh8068
@nenazahedimanesh8068 2 года назад
Barbara! I agree with you - the sales rep George in the video is extremely proactive! Working with these type of salespeople really makes you feel like you are an important client. I have had my fair share of sales people trying to make a quick sale and not understanding my companies wants and needs. It is important to measure your customer relationship management to track retention rates of customers, lifetime customer value, track the companies ROI, and of course client satisfaction rate! Salesforce is one of the largest CRM softwares, I've heard nothing but good things about it. How do you like it?
@MariaLuisaAndreev
@MariaLuisaAndreev 2 года назад
This video offers a great visual explanation of how CRM can benefit marketing and sales teams. The point that I agree with the most is the importance to maintain the CRM system updated almost at real time because everyone is engaged and ready for next steps. Also, note how everyone on the team needs to be involved in order to deliver an amazing experience to a potential or actual client. That is something that often is left to the marketing or sales teams only but, all areas should be involved with this. I would also like to point out what a difference it makes to be well prepared before any interaction with a potential or actual client because it makes them feel that you are reliable.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
I definitely agree that the preparation prior to the client interaction is a key activity that will make a huge difference in the outcome. And the degree of integration between marketing and sales is critical. Thank you for your comments!
@jennys2336
@jennys2336 2 года назад
This is such a great explanation of the company's value of CRM systems. As a visual learner, I really enjoyed the illustration and how simple it was to understand. Working in the higher education field, we use CRM systems daily to keep track of students and make sure we stay connected, and send out the correct communications to our students. CRM systems are very beneficial when working with a high volume of individuals who are constantly asking questions or needing information about your business. In higher education, you are constantly gathering information like George did to better understand his XYZ clients and how to better serve them in their marketing campaigns. CRM systems are the backbone of marketing and sales for many businesses around the world. Can you imagine how different running businesses would be if CRM systems didn't exist?
@johannagomez-gonzalez1149
@johannagomez-gonzalez1149 2 года назад
Hi Jenny, I enjoyed the way you expressed the benefits of CRM systems when it comes to managing a high volume of customers. I remember seeing my dad work his business and keep records from customers stored in folders and file cabinets. Over the years he transitioned to Microsoft Access to create a customer database and then use Microsoft Excel to track the data. As a professional in the field, it is amazing how technology has evolved to offer such a great tool to businesses such as CRM systems to organize and centralize valuable information for existing customers as well to help identify prospects according to their needs and provide a personalized experience. CRM systems are SaaS that are revolutionizing the markets and making businesses more efficient in providing customer service satisfaction, connecting customers beyond the number, and adding value to marketing strategies to increase customer retention and acquisition while increasing profitability.
@TheCrimeWall
@TheCrimeWall 3 года назад
As an empowerment coach and a community advocate, this CRM step is often overlooked when engaging in the traditional business to consumer platform. Several large companies utilize tools that provide these clear checkpoints or one-stop resource hubs of information, but this is hardly mentioned when learning how to coach others effectively. This video has provided colorful clarity on how an incorporated CRM process could be a great addition to successfully coaching clients with a streamlined process. Understanding or having the ability to pre-screen your clients before meeting with them gives any coach and advantage as you can see things from a different view than the traditional intake process. This helps create an intentional message of proactiveness and helps provide a statement of care with the smallest amount of noise as a person will know you did your homework on them when you can quickly provide services or answers to meet their needs. Coaches often feel they learn the most from their clients during the initial intake session when the pre-work of learning your client's social behaviors via their social channels or what is publicly visible can give you a head start on developing an intentional coaching plan for success.
@douglasbsanders
@douglasbsanders 3 года назад
That's a really great point, Coach Mo. When I think of CRM, I think of the teams (multiple people) on both the customer and company sides working together to mutually grow their businesses - I've never thought about the tool working one-on-one. The quality it must create between you and your clients is inspiring. I should start looking at the intimacy and insights CRM can provide at the singular-level to help build a better customer relationship. Good stuff!
@nicolevalle9931
@nicolevalle9931 3 года назад
The CRM process also makes the client-side much easier! I am currently in the process of implementing an enterprise system at my organization. We have spoken to three different representatives all who have been able to keep up with our needs and want that their services can provide. It cuts the repetitive questions out of the process and allows us to jump right into any training, billing, or development needed at the moment.
@kelly-christinasanti9426
@kelly-christinasanti9426 3 года назад
I completely agree that one of the most important aspects is having the ability to pre-screen a client before any meeting to help get a better understanding of their needs for the initial briefing. Having prepared beforehand with a tailored and personalized view or plan for the client specifically can help make them feel more secure with their choice of choosing your company to better assist them. It is very easy to grab any client, do the best you can with them come first meet and greet, but taking the initiative to go the extra mile beforehand to figure out the best way to service them is a reason why a lot of great, big name companies are ahead in the game. Over time, companies learn the benefits of the CRM process and how it can payoff for its clients. As a system to help keep data in check, it’s a great reference guise for future issues you may run into with pre-existing or future clients.
@rebeccariverawhite6675
@rebeccariverawhite6675 3 года назад
Coach Mo, I found your comment to be incredibly insightful as when I usually think about CRM platforms, I think of how important they are for large businesses and corporations to connect with their customers/clients. You brought up an incredible point as smaller businesses and individuals will also highly benefit from utilizing a CRM process so that they can learn client behavior. CRM platform's can look different and might not always be a large technological platform, but regardless of complexity a company will truly benefit from incorporating one.
@sjb279
@sjb279 3 года назад
Coach Mo, I agree with what you stated about pre-screening clients being an advantage for coaches as it gives a different view than a traditional intake and that it provides a statement of care to your client that you put in the extra work to meet their needs. Being the Lead Life Coach at my agency, it's my job to make sure I am providing the best care for my clients and that my team is doing the same. I have come to rely on pre-screening clients by reaching out to the referral source to learn more about why they feel a client would succeed at SunServe. Having that background helps to know better what the client may need but is not stating to you.
@YanePasquale
@YanePasquale 3 года назад
DEFINITELY, IT IS ALL ABOUT DATA! As an advertiser by profession and consumer in my personal life, I absolutely agree and understand how data and research are crucial for any business. The example presented in this video was a perfect representation of how collecting data and having a Customer Relationship Management software (CRM) could be a determinative factor during a negotiation process; in this case, between George and Mia. By gathering the information, George had the chance to anticipate his client's future doubts and needs; and, most importantly, close the deal successfully. If he had not done so, the situation would have been entirely different.
@petrahaven6511
@petrahaven6511 2 года назад
Watching this video gave me deeper insight on how CRM systems are beneficial to both the customer and team managing the process. It definitely produces a win/win situation for all involved. I love how the animation walked me through an easily digestible version of how CRM is a great way to organize information on prospective and existing clients, keeps the entire team in the loop with the provision of up to date info, provides excellent customer service by having the ability to make predictions with timely solutions and so much more. Watching how effective and efficient CRM systems can make a team convinced to research the one best for my team and I.
@anoukisrael2417
@anoukisrael2417 2 года назад
Petra, I admired the same when it comes to keeping the entire team in the loop. I find that sometimes communication isn't great in the workplace and updating the CRM system can be a very efficient way to communicate and update anyone of existing or potential clients, their wants needs, etc. That alone would make me want to get a CRM system.
@emilciviso3358
@emilciviso3358 2 года назад
I too relate to your comment, since I have been working with a well-managed CRM tool for the last two years. The CRM tool, when used properly, is beneficial to both the workforce and clients due to the information that can be shared internally and externally. The video did a great job depicting how the tool can be utilized effectively to work more efficiently and provide additional benefits to ensure a seamless view to the client, thus providing that excellent client service you mentioned as well.
@MariaParodi1
@MariaParodi1 3 года назад
When I worked in the Tech sector, I found the CRM system we used invaluable, not only did it assist in building good relationships with decision makers within the set of key accounts I worked with, but it was also a great tool for internal cross-functional collaboration. As the video mentions (2:29), by having automated notification and detailed information in a CRM system, it allowed for members of our team members to be on the same page and better prepared when interacting with potential customers. I found that this helped to provide a better, more seamless experience overall for potential customers. One thing to keep in mind though, in order to get the most out of a CRM system, like any other tool/platform, it is only as powerful as the information you put in it... I found that keeping detailed notes of any interactions (calls, email follow-ups, onsite meetings etc) I had with potential customers was critical, as it sets you up for future success.
@mariocatalinocintron1537
@mariocatalinocintron1537 3 года назад
You've made a very important point with regard to the quality of information being put into the CRM system. If teams are not careful of the quality of information entered into the CRM, it can lead to the old adage - Garbage In Garbage Out. Then the powerful CRM system becomes merely a tool to keep team members busy rather than a tool to bring them an advantage.
@julianaseitles1504
@julianaseitles1504 3 года назад
​@@mariocatalinocintron1537 Agreed! Poor, duplicated, inaccurate, and/or invalid, information can absolutely disrupt the process. Starting by training our team on effective ways to keep information up-to-date is essential.
@taisp4419
@taisp4419 2 года назад
@@mariocatalinocintron1537, I completely agree. Stale information is just as bad as not having a proper CRM system. What good is it to have a system in place if people aren't using it regularly to update information? I have to deal with that problem in my office currently. Entering the client's information is the first step, but data integrity must be kept for this tool to be successful. It shouldn't only be the responsibility of the sales/marketing department to keep the data current, after all, information is key for the success and thriving of all companies.
@lindamendoza9348
@lindamendoza9348 3 года назад
Truly excellent summary. One of the important points of the video is how powerful CRM is for teams. I worked as a social media marketing manager for a technology company and currently, my company is facing many challenges because sales teams are not updating sales information on our CRM Platform. We are losing customers, opportunities, and we do not have workflows that allow us to calculate our marketing efforts. This is a great video that I am going to share with our sales and marketing teams. The time is now for us to start training our sales teams to increase our customer experience and sales.
@tylerloy
@tylerloy 3 года назад
You make a valid point Linda. These are missed opportunities and sadly that will continue to result in revenue lost until changes can be implemented and someone can update information as it is received. I am sure with your expertise you will suffice.
@staceycee4457
@staceycee4457 2 года назад
This video really does an excellent job of identifying the detailed features and benefits of using the CRM cloud based system. I love that this video highlighted the vast amount of data George and his marketing team was able to acquire from the CRM. The capability of the CRM to provide George with detailed information on his potential lead is intriguing. Furthermore, the video sharing that the subject matter experts were able to secure real time data from the CRM to make timely decisions was also very impressive. This definitely shows how valuable a CRM system is to business today.
@ginaminguez2121
@ginaminguez2121 Год назад
Stacey, I also thought that the fact that George's company was able to share information with subject matter experts and have real time data from the CRM was very interesting. It was important to notice how Mia's team was satisfied through the use of these systems as the customer. Making sure the customer is able to feel as if their every need is met and they are listened to by the members of the company trying to make a contract with them is important when trying to finalize a sale. I have a friend who owns an apparel company and he makes sure to update the CRM software so he is able to get what the customer wants to the graphic designer and then from the graphic designer to the manufacturer as quickly and smoothly as possible to finalize the sale and ensure customer satisfaction.
@NinaColombianaa
@NinaColombianaa 2 года назад
This video explained what CRM is in a great way! It's very simple and easy to follow and understand. I used to work for an aviation provider and before they had a CRM, their customer communications between people and teams were a mess. Once they incorporated the CRM, I think a lot of people were confused by it and didn't completely understand what it was for. Had we seen a video like this, it would've made it 100% easier to transition to. We used the CRM Salesforce for everything listed in this video. It makes it so much easier to do follow-ups or get up-to-date on past events or meetings. I currently work at a marketing agency where we don't use any CRMs but this reminded me how useful they can be! It would be so easy to organize all of our client information and reminders. I will definitely be showing this video to my boss!
@nicolenowogrodzki9895
@nicolenowogrodzki9895 2 года назад
I agree with you Luz! This video gave a great in-depth view of what is a CRM system and the example shown made it easy to understand how it works. I remember working in an advertising agency that used a CRM. I was not sure at that time what it was. I wish I saw this video around that time it would have been very useful and helpful.
@vanessabalter4522
@vanessabalter4522 2 года назад
I really enjoyed the drawings and the simple explanation of the CRM tools and benefits in this video. It is amazing how CRM allows George to anticipate the future needs of his clients, being able to predict and deliver timely solutions and put processes in place to prevent future problems. Before watching this video, I didn't know that CRM helps track customer satisfaction. After-sales-service is extremely important to maintain a long-term relationship with customers. Using a CRM during this period offers a great opportunity to up-sell or cross-sell to clients on other services and retainers.
@sabrinacaysdiary
@sabrinacaysdiary 2 года назад
Hi Vanessa, I enjoyed the drawing as well. It's a good visual to have while understanding the information that's being presented. This video was well thought out and I learned a lot of information about CRM that I did not know before the video started. I love that it tracks customer satisfaction because it let us know what we're offering is something we should continue doing or put a pause on it.
@icovilhena
@icovilhena 2 года назад
Hello Vanessa, I completely agree when you mention that CRM tools are import to predict and deliver timely solutions and put process in place to prevent future problems. I wonder if if they had also contemplated a HelpDesk or Customer Success solution, integrated to this CRM, that would not be a more end-to-end solution that would really have a 360 degree look at the full customer journey.
@huguesrenaud7359
@huguesrenaud7359 Год назад
The anticipation of the client’s future needs stands out to me in the customer relationship management process. Companies benefit from predicting the client’s future needs, increasing the likelihood of customer retention. We all know it is easier to keep an existing customer rather than pursue potential clients. Built trust between the two parties through met expectations and quality customer service will entice the client to other solutions if they see the right fit, giving the company an opportunity to expand their business and revenues.
@thedoctorr1237
@thedoctorr1237 Год назад
Nice post-Hugues I also believe that anticipation played a critical role during the process. By anticipating future needs and problems it allowed him to stay in control of the situation which led to your other point: trust. Trust not only between XYZ corp and its customers but also between XYZ corp and Georges.
@phabienesimeon
@phabienesimeon Год назад
After gathering information from this video, the education in a CRM system has taught me more than it has helped George be innovative for his new client. His choices of marketing tactics opened up more opportunities for his clients to feel understood. Instead of waiting to determine the issues with the XYZ company, George assured he conducted this research and went further by calling them to learn more about the company before the formal meeting as he added them into the CRM system. This showed satisfaction to lead the XYZ team into a better position in decision making which factors into buyer behavior. The data obtained repeatedly and incorporated into the CRM system built customer and sale confidence. Following that, it is considered that the data obtained from one entity may indeed be trusted by another. At this moment, George's tech company's many divisions can use their specialized knowledge to assist XYZ in its transformation. This transformation can consist of monitoring the branding and analytics through auditing the company's changes. In light of this, CRM systems can summarize an advanced way of introducing the set of values and underlying issues that a company can have to create a strategic breakdown of how you could transition into advancement.
@asiajenniferw
@asiajenniferw Год назад
I agree Phabiene, gathering all of the knowledge about your customers or clients is a big help in the relationship-building process. Clients are more likely to return to you and refer you to others if they feel important, listened to, and cared for. Following up after a service helps build this relationship and provide a satisfactory customer service experience. I also agree that CRM enhances information flow and eliminates confusion between both sides.
@colinaconcepicon6322
@colinaconcepicon6322 2 года назад
CRM systems are a great tool that offer wide-ranging benefits for its users. Not only is it helpful for communications from business to business, as the video explains, but it is also a great asset for any business wanting to have better-organized and more professional contact with their consumers. Understanding the importance of keep a record of every interaction with customers to improve the flow of each conversation, businesses can customize their CRM systems to meet the specific needs of their customers. At the end of the day, companies like George’s, that provide a personalized and differential treatment to their customers, are the ones that stand out.
@PaolaPerez-vw7fz
@PaolaPerez-vw7fz 2 года назад
When working in the hospitality industry it is really important to understand, now more than ever, that our outlook is constantly changing which is why we need to work with a CRM that allows us to foresee those changes without messing with the structure we currently have. In the restaurant segment for instance, I’ve come to realise that all our data is valuable, and depending on the behaviour our customers have we can offer some new services rather than others and get the most out of our marketing efforts.
@Whiney25
@Whiney25 2 года назад
i completely agree, i experienced a situation with restaurant , not me working there but as a customer, I would inform them of certain things which i know people are having an issue with as well, and they do not list or log in these complaints or seek to change anything, unfortunately the business started doing poorly and closed down shortly because they didn't understand the importance of CRM. Just to add on CRM importance, in order to competently market a business whether it be by advertising, campaigns forms of payment or public relations there must be an understanding of the expectations and these expectations can be only given by those who we seek to sell too.
@stephaniebrionestravieso4735
@stephaniebrionestravieso4735 3 года назад
Wow! Let me just start by saying how much George's initial research about XYZ company reminds me of the interview process. It is one of those preparation steps that you need to take to show your potential employer, or in this case client, how interested you are in their company, products, or services. It is crucial to know the history of a company you are doing business with because it gives you an idea as to where the company may be interested in going and George definitely did his homework. Moving to the CRM tool, I absolutely love the concept. Think of times when you've called a company and been transferred between departments or you call on a different day and you speak to someone new where you are now forced to explain the situation all over again like you did with the agent before. That can get frustrating and time consuming. CRM prevents that. It keeps everyone on the same page across all departments and raises the customer experience significantly.
@mariarivas1954
@mariarivas1954 3 года назад
Hi Stephanie, I completely agree with you on how reliable the CRM system is for a healthy interaction and also for the employees in George’s company. By using the CRM system and constantly updating it with new information, his team never fell behind. I really like your comparison of the interview process. The was the first thing that came to my mind when watching the video. The CRM system can work as a connective agent in the interview process. It was really interesting to see how you would apply the CRM system to something as common as calling Customer Service.
@nicolenowogrodzki9895
@nicolenowogrodzki9895 2 года назад
Learning how to use CRM systems and how to gather strong qualified leads is an important part of learning who your target audience is. The data gathered will improve lead generation. In my last position, I was on charge creating lead forms, gathering the leads and contacting them. In return, the leads that were qualified were sent into the CRM. In addition, CRM's leads can be later targeted for email marketing to continue the brand awareness and lead generation process. This video makes CRM easy to understand and breaks it down in a simple understanding of what CRM does.
@bradleybartlett8688
@bradleybartlett8688 2 года назад
Lead forms are always an interesting topic of conversation with some of my colleagues in higher education who aren't marketers. As marketers ourselves, we generally understand that less fields with ease of completion is ideal. Sometimes peers or management want more fields or very specific details that create barriers for completion, and it can be a challenging conversation to navigate. I often wonder if others ever have difficulty working with clients to buy in to quick lead gen forms.
@stephaniegrau
@stephaniegrau Год назад
This video was an excellent explanation of CRM. Right now, I do not use a CRM system in my job. However, after watching this video, I see how implementing this would benefit my clients and the company I work for. A detailed description of each client’s needs, wants, and services can help keep track of their necessities. As stated in the video, the details uploaded to the CRM are accessible to the departments working with the client. I think it is great that a system can keep everyone in the company informed and have information that is easily accessible. I look forward to learning more about CRM and applying it to my job in the future.
@ceciliaherran102
@ceciliaherran102 2 года назад
This was an effective illustration of customer relationship management. This concise walkthrough demonstrated the software’s ability to manage and optimize relationships with clients and potential consumers. At my job, we utilize a CRM system that tracks and manages our accounts with our client’s sales, deliverables, and priorities to better streamline our communication and objective to create the best service for the client. It reemphasizes to me how valuable of an asset it is for our company in order to facilitate more clear and effective relationships with clients and boost consumer loyalty.
@mariabarrios8951
@mariabarrios8951 2 года назад
I totally agree, providing a great experience for your clients after they purchase helps maintain good relationships, it also adds value to your business as you are providing satisfaction and security to your customers.
@CappelletiMatteo
@CappelletiMatteo 3 года назад
It is vital for a successful organization to be on the same page internally and with clients through the different points of contact in the buying and relationship building process, in order to facilitate the most accurate, efficient, and adequate customer experience for new and existing clients, all this in aims of making the exchange between the client and the company as smooth and clear as possible. In my experience as a sales manager, the power of the data in the Customer Relationship Management (CRM) software only makes you more efficient and more ready to add value to your potential buyers and existing clients, from the number of times contacted by any department, topics discussed in meetings/conversations, the financial status of the client, the content of emails, right contacts (DM's) for the right area in the company, objections raised, potential upselling opportunities and reminders of important opportunities for the future or just having the information to send a birthday email or surprising a customer with a warm message. I personally use a CRM software every day to keep the most accurate data on every one of my clients/ prospects to make it easy for all the other departments involved to keep up to date in the purchasing, implementation, and billing processes. What resonated with me the most is that George and all salespeople must be ready and prepared with the most important information of a lead to convert them into prospects and later achieve the sale to generate value to the client by finding the best solution for them.
@agelessads3381
@agelessads3381 3 года назад
Matteo, your closing sentence reminds me that a CRM system is only as valuable as the degree it's used. If people don't log in and look at the information, they won't be able to use it in the sale process and help consumers and the company succeed.
@joshuajefferson9024
@joshuajefferson9024 2 года назад
Love the video. Having an integrated CRM system is imperative to collecting and aggregating audience data for marketing opportunities. In my experience as a brand designer in the crypto industry, our team would apply such data to craft messages and content that appeal to potential customers. Utilizing a CRM system and staying up to date with real time data of qualified leads helps our team predict what our customers would want before they realize it themselves. This keeps us one step ahead in maintaining a healthy customer relationship.
@AnthonyMiyazaki
@AnthonyMiyazaki 2 года назад
I really like when people use CRM systems for predictive communications. They help us to know our customers so that we can serve them better, and as Joshua mentioned, build and maintain healthy customer relationships. Thanks for the comments Joshua!
@angelamerlo663
@angelamerlo663 2 года назад
Communicating the value of a properly utilized CRM can be challenging. This video provides a concise example of how CRMs can help organizations align their sales and marketing teams. I appreciate how clearly it illustrates streamlined communications between Sales, Marketing, and subject matter experts and the benefits that extend beyond the point of sale. I'll be recommending this to my teammates!
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