Hey there! Today, I’m excited to share how I’ve personally leveraged HubSpot for my personal customer relationship management (CRM). It’s super helpful for staying organized, nurturing connections, and keeping track of conversations with friends, family, and professional contacts. Let’s dive into the five key areas you need to know about! Setting Up Your HubSpot Account […]
Identify Your Objectives Understanding Why You Need a CRM Before diving into the world of Excel to build your Personal Experience CRM, it’s crucial to grasp why you’re doing it in the first place. I remember when I stumbled upon the idea of creating my own CRM; at first, I thought, “This is just more
Understanding CRM and Its Importance What is CRM? So, I’ve been diving deep into this thing called CRM – Customer Relationship Management, if you didn’t know. It’s basically all about keeping track of your interactions with clients and managing those relationships. I mean, business is all about people, right? Approaching CRM from a personal phone