1. Understand Your Current CRM Setup Analyze Your Data Structure When I first started using a CRM, I dove right in without taking stock of how I had set things up. Big mistake! Take a good look at your current data structure. Are your contacts categorized? Are your leads segmented properly? Knowing how your data […]
Define Your CRM Objectives Identify Your Goals First things first, let’s talk about what you want your CRM to do for you. It’s like setting the GPS before heading on a road trip. You wouldn’t start the journey without having a destination in mind, right? So, I usually sit down and jot down my top
Define Your Audience Understanding Who You’re Fundraising For When I first got involved in fundraising, one of the biggest lessons I learned was the importance of really knowing who we were reaching out to. You can throw out shiny brochures or send fancy emails, but if it doesn’t resonate with your audience, it’s just noise.
1. Define Your Goals and Objectives Establish Clear Sales Processes First things first, before diving deep into the sea of CRM features, take a moment to clarify your goals. Are you focusing on improving the sales cycle, enhancing customer communication, or something else? Narrowing this down will guide how you tailor Hubspot to fit your
Understanding Your CRM System What is CRM? When I first got into the world of customer relationship management (CRM), I wasn’t quite sure what it meant. Simply put, CRM is a strategy for managing a company’s interactions with current and potential customers. It uses data analysis about customers’ history to improve business relationships, helping to