How to Select CRM | Customer Relationship Management | Tips
I've received numerous questions about choosing CRM tools for different businesses. In this video, I'll provide a comprehensive guide to CRMs, including its definition, different forms based on industry, and the process of choosing the right CRM tool. I'll also discuss the importance of identifying problems, setting goals, involving your team, and creating a budget. Additionally, I'll share tips on researching vendors, evaluating trial versions, considering pricing models, and finding unbiased opinions. By the end of this video, you'll have a clear understanding of CRM and be equipped to make informed decisions for your business.
I sincerely hope this helps you make a decision without the influence of any one provider.
00:00 Introduction
01:06 Identifying Problems and Setting Goals
02:36 Researching Vendors
05:46 Considering Pricing Models
06:42 Beware of Sponsored Content
07:05 Industry-Specific CRM
07:27 Budget Considerations
08:26 Return on Investment and Integrations
Dawn Monroe Training
Microsoft Office Specialist Master
Wichita, KS
https://dawnmonroetraining.com/
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This video was recorded with Loom.
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