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What is CRM?

CRM stands for customer relationship management. As the name suggests, CRM software is a system for managing your relationships with customers.

You can use CRM software to keep track of interactions, data, and notes about customers or potential. The data is stored in a central database and is accessible to multiple people within an organization.

A CRM helps streamline sales, marketing efforts, customer service, accounting, and management for growing companies. Multiple people can access and edit the information about a particular client’s customer journey.

A customer might first enter your CRM by filling out a contact information or demo form on your website. After a few follow-up emails with a sales rep, you can update the customer’s information to reflect what you’ve learned about their organization. Marketing can then quickly determine how to best appeal to their customer needs.

Some of these steps are tracked automatically, while other data may be entered manually. Having everything accessible in one system reduces unnecessary clutter and paperwork, speeds up communication, and improves customer satisfaction.

We’ll expand on what CRM is and why companies use these tools in more detail below.

Why do companies use customer relationship management software?

Companies use customer relationship management for many reasons, but the overall goal is to improve the customer experience and increase sales.

In general, a CRM works best for considered purchases or service providers. Fine jewelers, landscapers, realtor firms, lawyers, or accountants can all benefit from a good CRM. B2B companies, especially those with longer sales cycles like SaaS, also benefit from a system that simplifies business processes.

A good way to determine if your business would benefit from a CRM is to consider the challenges a CRM aims to solve:

  • Store all of your customer information in one consolidated system. Instead of communicating information to multiple divisions, you can use a CRM platform to create a single up-to-date point of truth that everyone can access.
  • If customers regularly interact with multiple people from your company, it’s easy to keep track of previous interactions with a CRM. 
  • A CRM can help you track the productivity of your sales teams. It can also help you establish a workflow or process to follow.

When is the right time to adopt a CRM?

Now that you know what a CRM is, you might have decided that a CRM system is probably in your company’s future. The next logical question is when?

Many startups and small businesses start by simply storing their leads in an email marketing tool and their list of customers in a spreadsheet. That works fine for a while, but at a certain point, things start to break. Especially for companies looking to grow their business, it can get tough to keep track of everything. 

When you store your information in different places, it can lead to discrepancies between different databases. Something as simple as someone forgetting to update one spreadsheet can slow your team down as they try to consolidate everything. 

Separating key information can also make it difficult to visualize how different contacts or companies are connected. 

With traditional software, you don’t have the option to update information in real-time, integrate with your favorite apps, or track how your customers interact with your website. With a CRM, you can.

A CRM also helps with HR issues like employees leaving. Without a CRM, you rely on salespeople to close their open deals and remember to update any unwritten communications. A CRM removes the guesswork from this process and saves everyone time by storing everything and allowing the next teammate to jump in without losing a step.

In short, the answer for most companies is pretty simple. While you may be able to get by for a while without a CRM system, adopting one sooner is often better than waiting until you feel the pain of an ad hoc solution you’ve outgrown.

How much does a CRM cost?

CRMs range in price. There’s not a one-size-fits-all answer. A few important things to keep in mind are:

  • Many types of CRM charge per-user fees. For example, one user costs $50, two users $100, and so on.
  • Some CRMs charge for additional data. For instance, some CRMs charge on a per-record basis — you pay for each additional set of 1,000 (or 10,000+) people in your database. Others charge for data storage in size. E.g., store up to 5 gigabytes of data for free, then pay for each additional gigabyte. CRM software may also charge for functionality — pay $50/user/month for contact, company, and deal management; pay an additional $50 for the “Enterprise” product that includes lead scoring and reporting.
  • While the factors of CRM pricing can be complex, the good news is that the barriers to adopting CRM are lower than they ever have been before.
  • A big part of the reason we made HubSpot CRM 100% free was so that people wouldn’t have to “take the plunge” on a long-term agreement just to find out what a CRM is and if you need one. You can try out a CRM while still using the tools you’re comfortable with.

How have CRM systems grown to help companies?

While CRMs have been around since the 1980s, it wasn’t until the late 90’s that they started to develop into the automated cloud-based systems we know today.

Since their creation, CRMs have gone from little more than digital Rolodexes to fully mobile, cloud-based systems that integrate with hundreds of other apps and software. 

Automation helps save time, reduces human error, and expedites the sales cycle for companies. 

CRMs store tons of information, not just emails and phone numbers. You can track when a customer visits your website, which emails they open, and how they interact with your company. 

Thanks to the shift toward a cloud-based model, the remote work environment of today isn’t tethered to an internal system. You can securely access your CRM wherever you’re working and collaborate with coworkers half a world away.  


Marketing has unique challenges and fulfills a singular “frontline” role in your business. A marketing CRM setup can help out with that, big time.

Any good customer relationship management CRM is built on the principle of better business through overlapping communication, as well as the centralization of tasks and data. In that spirit, a marketing-focused CRM offers a lot of help with marketing by symbiotically merging it with sales, letting you run campaigns more effectively, obtain more leads, and close more deals.

Build marketing campaigns and automate them across channels, get statistics on opened/unopened mail status, click-through rate, and use A/B testing to find the best strategy for your landing pages.

A marketing CRM can segment leads into different categories, according to how long they spent on your website, what links they clicked on, and what kind of personal information they shared on a form. Marketing segmentation allows you to build separate campaigns for separate demographics, keeping your brand “top-of-mind” until the lead is ready to become active.

Integrations with tools like Customer.io and Mailchimp can help out with automating the delivery of emails and texts, as well as building social media ads. Drip marketing features let you schedule a sequence of emails to arrive over a set time period.

Encontre aqui as dicas do que será avaliado nos exames finais da 10ª classe 2022

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