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Customer Relationship Management (CRM) 101

Customer Relationship Management (CRM) 101

What is CRM?

Customer relationship management (CRM) is the means by which a business tracks how it relates to its customers, what the customers want, and how the business can use this information to do better going into the future. It is also nowadays accompanied by advanced software and algorithms that look for patterns to help you analyse and fulfil your customers’ needs. If you need help with what program to use, a great one is Whizleads, which will help you track sales to predict customer needs in the future.


CRM is a critical aspect of all businesses of any size and it can be used from the earliest days of your business when it’s just you all the way up to when you own a Fortune 500. So what are some CRM skills you need to know?

Customer relationship management

Know what CRM is and can do?

Simply put, before you can use a tool like CRM you need to know how to use it, what it is, and what it can do for you. CRM software and applications designed to assist you only work if you know what you want to do with it. If you are still having trouble knowing what to do with CRM, ask the experts, reach out to firms and groups, and tell them your vision and let these CRM groups and services help you.

Don’t try and be an overnight expert?

It can be tempting to think now that you have several hours of research behind you that you are ready to tackle CRM fully and implement everything you saw. Stop! Just because something works for one company doesn’t mean it will for yours. Start slowly, you need to get into the groove of entering data and standardize how this is done. Be consistent with your procedures.


Once you and your employees start to get consistent in an area then you can grow into the next. But if you take off too much you will get confused, your employees will get frustrated, and it will be hard to make heads or tails of the data you have gathered. Slow and steady wins the race when it comes to learning CRM and if you need help, there are always groups and businesses designed to assist you like Whizleads, which can help you in getting your vision to become a reality.

Customer relationship management

Customer relationship management (CRM) - Remote policies

It’s the 21st century and we all have tablets and smartphones, so the good news is all this data entry for CRM can be done anywhere. An employee can be on a flight to Hong Kong and entering data for the business in Dallas.  But wait! Just because you can do something doesn’t mean you should. What kind of data are you inputting? Is it sensitive customer data? Is your device secured and free from viruses?


These are things a business needs to bear in mind. It can be easy to simply let everyone use their own personal devices to update and enter in CRM data and it does give a lot of flexibility. What you need to do, though, is have a policy on who is allowed, what products can be used, what data goes in, and what devices have been inspected to make sure you are not leaking your customers’ data to hackers. It is important that the program you use is secure, which is why Whizleads is so useful, as we have built in protection against hacking for you.

CRM gives everyone huge possibilities but it needs to be used wisely. CRM is too important a tool to not set guidelines for how to use it, but use it right and you will have happy clients and a growing business.

If you found this blog useful, please have a look at the rest of our brief but straight to the point sales blogs by