If you are selling to businesses you need to be organized to be successful. Here’s how to create yourself a free CRM system using Google Sheets (and avoid costly software fees).
If you have a B2B sales strategy, you need a Customer Relationship Management (CRM) tool to track contacts, emails, phone numbers, conversations, and generally structure your sales process.
So what is a CRM?
According to Salesforce.com, Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers.
The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
Q: So what type of information do you need to organize?
A: Everything about that client that you can possibly record:
- Company names
- Main contacts
- All of their contact information
- Your conversation history with them
- How you contact them
- The details of the product that is right for them
- Timing & likelihood of a purchase
- Basically, ALL key details of your conversation