get the beginners guide to crm

Learn the Essential Requirements for an Effective CRM System

Sales is Tough - CRM Makes it Easier

Beginners Guide to CRM

Do you have a true 360o degree view of your customers?  If someone from your sales team left today, would the next person to pick up that account have a complete picture of every interaction the company had had with that client?

These are all tough challenges but it is what it takes if you want to have a holistic customer relationship.

Unless You Have a CRM

Surprisingly, many companies still have multiple 'sources of the truth' about their customers. They are unable track diverse customer data, nor can they build comprehensive customer profile data that would allow them to perform customer behavior tracking. That is why we have put together this FREE beginners guide to CRM (Customer Relationship Management) which:

  • Defines what a modern CRM system is
  • Shows the 9 Essential Functionalities it must possess.  
  • Explains some of the biggest challenges with enterprise resource planning software based CRMs.

Learn why a CRM is one of the keys to helping your sales force avoid being among the 59% that do not meet quota, (Accenture)

Hubspot CRM

Download the FREE Hubspot Beginner's Guide to CRM (Customer Relationship Management) and learn the 9 essential elements of an easy to use yet effective sales tool.  It's a CRM for beginners guide meant to help you quickly ramp up on one of today's leading CRM systems.

Handle Customer Support Tasks

The Hubspot CRM is a powerful tool that can help sales teams manage customer request management for both problems and opportunities. With a 360-degree view of customers, sales reps can easily access comprehensive customer profile data and track customer behavior. This allows reps to handle customer support tasks more efficiently, ensuring that no requests goes unanswered. Additionally, the Hubspot CRM provides a seamless transition between sales reps, so if someone leaves, the next person can pick up the account with ease. 

Favorite Email Client

One of the biggest challenges with implementing a new CRM system is the learning curve. Fortunately, with Hubspot CRM, salespeople can use their favorite email client, such as Gmail or Outlook, which drastically lowers the learning curve. This means that your sales team can easily integrate the CRM into their daily workflow without having to spend hours learning a new system. By seamlessly integrating with their preferred email client, Hubspot CRM makes it easy for sales reps to access customer data, track interactions, and manage tasks. This results in a more efficient sales process, higher productivity, and ultimately, increased revenue. So if you're looking for a CRM system that is easy to use and effective, be sure to download the free Hubspot CRM Guide today.

Written by Certified Hubspot Consultants

To get your FREE copy of the "The Beginners Guide to CRM" just complete the form on the right.

Download the CRM Beginners Guide