CRM simply stands for Customer Relationship Management. How do you keep track of your customers? There are tremendous programs and platforms out there that allow you to keep track of so many details that if it wasn’t for business, you might be accused of stalking! If you have a very straightforward, simple list to keep track of, an Excel spreadsheet works just fine for your CRM (Customer Relationship Management).
If you want a CRM system that provides a great template for all the information you want but still simple, try One Page CRM or Monday CRM. There are many more that are small and nimble, and the systems progress into large, robust systems like SalesForce. Click here to read a blog that compares many large CRM systems.
These systems help you keep track of prospects as you court them and develop them into lifelong, loyal customers. You can keep track of every contact you make with people. Like all data programs, they are only as good as how well you use them. Though they have a great deal of automation, they still require your attention and it’s important to update them in real time as much as possible.
Leslie A.M. Smith founded McCormick L.A. in 1994 offering public relations and marketing consulting to nonprofits and small businesses. She recently published Laws of Promotion. The 50-page promotional guide for small businesses and local nonprofits is available now on Amazon.