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CRM Basics You Need To Nurture, Secure, & Expand Customers

Saturday, December 09, 2023


So, with tons of interactions to manage, how do you remember every little detail, every promise, every pain point?

One word. Your CRM. Your Customer Relationship Management system will be your secret weapon.

When I founded Order Solutions, my restaurant call center business, and we finally started breaking through and getting a ton of leads. It became almost impossible to manage and in the early days we even lost some deals just because it was hard to keep track of everything.

Then we got Hubspot and it helped us so much. We actually could manage all of the different deals in the pipelines, could automate follow ups and started closing more deals and our revenue skyrocketed.

So why does every Business need a CRM?

#1 The Fortune Is In The Follow-Up:

A CRM will help you set reminders and send follow up messages to your prospects so that no lead falls through the cracks.

#2 Detailed Call Notes:

If you can use the same language that your prospects use on sales calls it gives you a huge edge to build rapport and close deals. And in enterprise sales the sales cycle can be longer so if you’re going to need to be able to recall what your prospects had said on previous calls and that's where you can insert notes from you prior calls with the. By having it in your CRM even if you speak to them a year later you’ll be able to pick up where you left off.

#3 Find Your Best Buyers:

One thing I swear by is spend 80% of your time on the 20% of your customers who pay you the most, churn the least, and are easiest to service. By having an oragnized CRM you can get data and see who are truly your best customers and get insights into the commonalities of the roles, employees size, pain points, and find your best buyers to that you can use it with your marketing and sales team to find other clients that are just like your best buyers.

Now if you’re a startup or business on a tight budget, starting with a simple Google Sheet might be ok in the beginning. But as your customer base grows, investing in robust platforms like Hubspot or Salesforce becomes necessary. Now here's a pro top for companies that are Scaling

As your sales team expands, maintaining a really organized CRM is crucial.

You need to have your team be properly documenting the notes from each call and constantly updating it so that you can accurately forecast your revenue. What this also does is help your team get better at handling common objections and fine-tuning their presentations.

Now if you want help deciding which CRM to use, how to use it, and figuring out processes so you can scale your sales team I have a free resource for you. It’s a free cheat sheet. You can get free instant access by just clicking the link below or the link in my bio. ">

You've heard it so many times: "sales is a numbers game." Contacts=Contracts. But as your business starts to get traction, it is so much harder to stay on top of every lead and keep track of every potential deal.

So, with tons of interactions to manage, how do you remember every little detail, every promise, every pain point?

One word. Your CRM. Your Customer Relationship Management system will be your secret weapon.

When I founded Order Solutions, my restaurant call center business, and we finally started breaking through and getting a ton of leads. It became almost impossible to manage and in the early days we even lost some deals just because it was hard to keep track of everything.

Then we got Hubspot and it helped us so much. We actually could manage all of the different deals in the pipelines, could automate follow ups and started closing more deals and our revenue skyrocketed.

So why does every Business need a CRM?

#1 The Fortune Is In The Follow-Up:

A CRM will help you set reminders and send follow up messages to your prospects so that no lead falls through the cracks.

#2 Detailed Call Notes:

If you can use the same language that your prospects use on sales calls it gives you a huge edge to build rapport and close deals. And in enterprise sales the sales cycle can be longer so if you’re going to need to be able to recall what your prospects had said on previous calls and that's where you can insert notes from you prior calls with the. By having it in your CRM even if you speak to them a year later you’ll be able to pick up where you left off.

#3 Find Your Best Buyers:

One thing I swear by is spend 80% of your time on the 20% of your customers who pay you the most, churn the least, and are easiest to service. By having an oragnized CRM you can get data and see who are truly your best customers and get insights into the commonalities of the roles, employees size, pain points, and find your best buyers to that you can use it with your marketing and sales team to find other clients that are just like your best buyers.

Now if you’re a startup or business on a tight budget, starting with a simple Google Sheet might be ok in the beginning. But as your customer base grows, investing in robust platforms like Hubspot or Salesforce becomes necessary. Now here's a pro top for companies that are Scaling

As your sales team expands, maintaining a really organized CRM is crucial.

You need to have your team be properly documenting the notes from each call and constantly updating it so that you can accurately forecast your revenue. What this also does is help your team get better at handling common objections and fine-tuning their presentations.

Now if you want help deciding which CRM to use, how to use it, and figuring out processes so you can scale your sales team I have a free resource for you. It’s a free cheat sheet. You can get free instant access by just clicking the link below or the link in my bio.

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