Step 1: Understand What CRM Is Defining CRM When I first encountered the term “CRM” (Customer Relationship Management), I was overwhelmed. It’s like, what’s with all the jargon? So, let’s break it down. CRM refers to tools and strategies that help businesses manage interactions with customers and prospects. It’s all about improving relationships, driving sales, […]
Understand Your Customer Journey Mapping the Touchpoints When I first started looking into CRM strategies, I realized how crucial it was to fully understand the customer journey. It’s like putting together a puzzle; every piece shows a bit of their experience. Mapping out the touchpoints allows us to recognize where they first hear about us,
Understanding Salesforce CRM What is Salesforce? Let’s start with the basics. Salesforce is a powerful customer relationship management (CRM) tool designed to help businesses manage their relationships with customers effectively. It’s like having a personal assistant that keeps track of everything: contacts, communications, and customer preferences. In my experience, the best part about Salesforce is