August 18, 2017

10-Minute Marketing: Implement a CRM system

Filed under: 10-Minute Marketing — Tags: , , , , — lidia @ 11:05 am

10-Minute Marketing: Implement a CRM system

As someone who’s been tracking prospects in Excel spreadsheets for years, switching to a CRM (customer relationship management) tool has been a real game changer for me. Not only can I reach out to and follow up with my prospects and leads more efficiently, but my communication with them is in one place rather than scattered throughout spreadsheets and email folders.

There are a lot of CRMs available and they have varying levels of features and complexity, so I recommend testing a few to see which one is best for your needs.

Here are a few that have tested by or recommended to me:

This week’s 10-Minute Marketing task:

Open an account with a CRM and add 5 prospects.

10-Minute Marketing is a weekly series featuring short, easy-to-accomplish marketing tasks. Follow along with past posts here.