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