Crm for dummies by lars helgeson

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crm for dummies by lars helgeson

CRM For Dummies by Lars Helgeson

Save time, save money, and grow your business with more effective CRM

CRM For Dummies is the small business leaders guide to managing customer interactions. Customer relationship management is a critical part of any business, and it encompasses everything from business strategy and HR to sales, marketing, events, and more. Solutions exist for businesses of any size, but how do you know which one is right for you? What features do you need? Do you have the people and processes in place to get the most out of whichever one you choose? This book is designed to help business leaders better understand effective CRM and identify the right solution for their business—but its about much more than software; effective CRM requires appropriate team structures, intradepartmental collaboration, and process efficiency. Packed with tactics and strategies that will save your company thousands of dollars and man-hours, these chapters answer the most pressing questions that will make the biggest impact on your sales.

Building relationships with current and future customers is the critical point of business. This book helps you bring sales, marketing, and operations together to work toward that common goal, and shows you the tools and techniques that make your efforts more effective.

Define your market segments, buyer personas, and voice Build an effective internal structure, and choose the right CRM solution Optimize leads and conduct effective email marketing Streamline processes, automate where possible, and employ analytics

Your customers are the lifeblood of your company; you need to reach them, engage them, and retain them—without wasting precious time or money. CRM For Dummies gets you up to speed on the latest, most effective CRM tools and techniques to help your business succeed.

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{Sacred Money} Relationship Marketing with Lars Helgeson

CRM For Dummies is the small business leader's guide to managing customer interactions.
Lars Helgeson

What is CRM (Customer Relationship Management)

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CRM For Dummies is the small business leader's guide to managing customer interactions.
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CRM reaches across every department in your organization, including sales, marketing, HR, and customer service. You need a solution that gives you the ability to look at your business as a whole, rather than as separate departments. With this book as a guide, you can successfully incorporate every aspect of your business into one CRM solution. Lars Helgeson is a pioneer in sales and marketing technology. His CRM platform for small to mid-size businesses, GreenRope, was built from scratch and has grown to include over 3, clients in more than 40 countries since its inception in He is a frequent speaker for small membership organizations and conferences.

At its simplest, CRM is a software platform, but when you dig deeper, CRM is an ideology and strategy businesses use to grow. Customer Relationship Management means bringing the customer front and center and being able to track and manage the relationship from awareness to conversion, and beyond. A CRM helps businesses gather, store, and manage important information about leads, prospects, customers, and more. It essentially acts as your second brain - it keeps the entire organization on track and accountable, alleviating the risks of missed sales opportunities. One big advantage to using CRM is the visibility it gives to managers and team members. With clear reporting, you can see who is contributing and who isn't. You can tell what strategies and tactics are working, and which don't.


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