Born To Do Business Program
Systems & Processes
The importance of using a CRM in your Business
What is a CRM?
- A place to keep leads
- A way to access your lists of contacts
- A way to follow up on prospects
- A way to follow up on proposals
- A way to keep information on existing clients
When should you start using a CRM
What to use before the CRM
When is the right time to move to a CRM tool
What are the fields that are important in a CRM
How to choose a CRM?
What features should you look for in CRM software?
Examples of CRM tools
- Zoho
- ActiveCampaign
- Hubspot
The tools that we have used
