What is CRM? Expert Explanation with Industry Examples

In this video, we dive into what Customer Relationship Management (CRM) really is and how it applies to everyday activities and real-world scenarios.


  • 0:09 What is CRM?
  • 0:30 Important Statistics of Using A CRM
  • 1:43 How Do You Reduce The Friction Of Your Sales Process? Marketing Scenario
  • 2:27 Intro To Marketing Scenario
  • 3:01 Email Validation
  • 4:04 Automatic Record Deduplication Sales Scenario
  • 4:46 Two Departments In Sales
  • 5:39 Proposal Automation
  • 7:58 Leads Ready For Sales Outreach
  • 8:55 Add Custom Fields: Budget, Authority, Needs, Timeline (BANT)
  • 9:15 Blueprint
  • 10:26 Automatic Lead Assignment
  • 10:51 Lead Outreach Cadence (Lead Nurturing Scenarios)
  • 12:54 As The CRO, You’re Looking For A 30,000 Ft View Of Sales. How Can A CRM Help?
  • 13:47 Sales Forecasting And Advanced Reporting Customer Success
  • 18:21 CRM Portal For Your Customers
  • 20:13 Add Custom Fields And Custom Views For Your Customer
  • 21:26 Centralized Database


Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.