Three Reasons Every Marketing Manager Needs a CRM System - Part 1 of 3

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In this three-part series you'll discover three benefits of implementing the right Customer Relationship Management (CRM) system for marketing and business.

About This Three-Part Series

This content is for you if;

• You’re a Marketing Manager in B2B or B2C, looking for ways to generate more leads and sales while streamlining your marketing processes, then this article is for you,
• You’re in sales or customer service, then this it’s for you too, and or
• You’re a Director or senior manager, then there is plenty of value for you too.

The primary objective of this three-part series is to make a case for why marketing teams need to be aware of CRM and how it impacts their role in the business. In an ideal scenario, and to varying degrees, marketing in principle forms part of every department of the business. And this is what makes this so important.

First off, what is “CRM”?

The term CRM is an abbreviation for “Customer Relationship Management”. As I unpack this you will see how CRM is as much a mindset as it is a process and a system. 

Your organisation’s goal is likely to make a profit. So in order to do this you offer goods and or services in exchange for money. The people you offer these to are your clients and “Customers”.

To turn someone into a customer, a relationship needs to be built. So this is where the “Relationship” part of CRM comes in and like any relationship, it has to start somewhere. 

In order to get CRM right, you need three components. 

The first is adopting the Mindset of CRM.

The Three Components of a CRM (Infographic)

Component #1 - The MINDSET of CRM

Before we get into the process and systems of CRM, It is important to get your head in the customer relationship game. Each interaction a person has with your business brand has an impact on your relationship.

Your goal is to build strong and lasting customer relationships with the right customer. You need to do this with intentionality and consistency, taking a one-to-one ‘relationship building’ approach to each person. 

The mindset of CRM means understanding how every touchpoint with your customer or prospective customer is an opportunity to build a relationship. And then using the tools at your disposal to use those touchpoints to build your customer relationship.

This can be challenging when there are hundreds or even thousands of people on your list. Or when there are so many touchpoints it is difficult to keep track of everything. This is where the process and systems come in, they are your SUPERPOWERS!

In parts two and three, we will discover the process and system of CRM.

If you’d like more information, book your complimentary consultation with us for the advice you need to take the next step to optimize your CRM. Looking for a CRM system or you’d like to migrate to HubSpot, we’ll give you a complimentary HubSpot demo today!

Ready for the second component?

[READ] Three Reasons Every Marketing Manager Needs a CRM System (Part 2)

Header photo by Jason Goodman on Unsplash