Follow The Lead E-Book Chapter 4: CRM

Chapter 4: CRM

A good CRM is a sales organization’s best friend. Any business dealing with people, leads, or sales needs a great CRM platform. CRM stands for Customer Relationship Management which manages a company’s interaction with current and potential customers. That essentially means it’s how we keep track of everyone we are dealing with in the present and in the past.

Once we get a lead, we need to put them into our CRM platform. There are many different CRM platforms out there so we want to do our research to find the best one that works for our business. Some of the platforms are for specific industries like real estate but some are built to use in any industry.   

The most important thing is that we’re comfortable using the CRM we choose. Most of them have a free trial period or preview so we can determine if it’s the right choice before purchasing. 

Once we get a lead, we keep track of them in the CRM and set up automatic follow up campaigns. Whether that campaign is emailing, texting automatically, or setting reminders to do follow up calls. Without this tool, businesses are just shooting in the dark chasing around clients or customers without any structure. A good CRM is a salesperson or sales organization’s best friend. I recommend checking out our preferred CRM partner, Funnld.

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Follow The Lead is a Book by Nick & Kyle Hiersche focused on generating leads, sales funnels and Facebook/Google Ads. With over 12 years of experience, Nick Hiersche from Follow The Lead Agency has spent over $2 Million on ads and is crtified by Facebook as a Media Planning Professional and Digital Marketing Associate. He is also certified by Google as a Google Ads Search Specialist. This book combines Nick and Kyle’s experience in advertising to give helpful tips to anyone from beginners to experts looking to improve their results.