Written by Jason Zagami


What is a CRM (Client Relationship Management)?

A CRM is software that keeps track of your prospects, leads, customers & deals. The CRM makes it easy for me to keep detailed notes and access that information quickly on my mobile phone or desktop. 

No more notepads or trying to keep it all straight in my head.

While there are many CRM options out there, I'm going to talk about the HubSpot CRM as that is the one I'm most familiar with. 

How It Works - Sales

The HubSpot CRM is designed for both Sales and Marketing functions. 

On the Sales side it organizes and tracks website visitors, prospects, leads and existing customers. Without it I wouldn't be able to manage more than a dozen people or deals in my head. 

Each person has a contact record with their contact info, how I can help them, what we spoke about and what to do next. Here are just a few examples of what I track.

  • Email communications between my company and theirs
  • Phone calls we've had
  • Notes
  • Follow up tasks to remind me of things
  • Visits to my website (what pages they viewed)
  • Read documents or clicked links
  • Deal stage
  • Deal amount
  • Deal details
  • And more

If I get an email or phone call from someone I haven't spoken to in months, I can quickly view their contact record and see where we left off and what we spoke about. I'm always prepared and composed. 

The customizable dashboard is also an important feature. At a glance I can see all my metrics. Did I make more calls this week? Did I send fewer emails? How many deals are on the table? When will those deals close?

All important metrics for productivity and forecasting. 

How It Works - Marketing

On the marketing side, we use it to organize and post the following:

  • Blog Articles
  • Social Media Posts
  • Social Media Mentions
  • Email Newsletter
  • Website Traffic and Analytics
  • Lead Forms & Newsletter Subscriptions
  • And more

For us and our clients, we can accomplish more in less time. Before using the CRM, we would have to log in to multiple social accounts, blogs, Email Software & Reporting Software accounts. 

Having it all in one place saves my team and I hours each week. Everything I need is only one or two clicks away, and by having it all together, running reports is a breeze. 

Here's a quick video so you can see it in action.  

Why You Need It

The world is changing quickly and you need every available advantage. When our clients use these tools before their competition, they end up dominating the space.

Companies who aren't willing to learn these new tools end up in steep decline and in some cases go out of business. Don't let that happen to you. 

Listen to Marcus Sheridan tell his story from the verge of bankruptcy in 2008 to becoming the largest fiberglass pool installer in the country using the CRM and Inbound Marketing

Next Steps

First, go to HubSpot and sign up for the Free CRM

Then visit the HubSpot Academy for free online classes on sales and marketing. 

Lastly, Learn how to double your sales using Inbound Marketing. Download our free eBook below. 

Download our eBook - Boost Sales with Inbound Marketing