{"id":12557,"date":"2022-09-02T12:04:56","date_gmt":"2022-09-02T06:34:56","guid":{"rendered":"https:\/\/kylas.io\/?p=12557"},"modified":"2024-06-20T11:11:18","modified_gmt":"2024-06-20T05:41:18","slug":"introduction-to-crm","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm","title":{"rendered":"Introduction to CRM: A Beginner\u2019s Guide to Customer Relationship Management Software"},"content":{"rendered":"\n<style>\n@media only screen and (max-width: 700px){\nimg{\nwidth:100% !important;\nheight:100% !important;\n}\n}\n<\/style>\n\n\n\n<p>There are certain prerequisites for any business looking to optimize its processes and grow its business. Chief among them is offering superior services and experience than its competition. But to keep pace with its customers\u2019 shifting preferences, a business must continuously collect and analyze customer data and feedback. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>And how can it do that? Simple. By digitizing its processes and implementing a CRM.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>CRM\u2019s full form is customer relationship management, and as its name suggests, it helps manage customer relationships. But it also helps with a lot more.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>In this article, we will outline the introduction and objectives of a CRM and explain how it can help your business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-b87e4eae-f2b2-49cd-b7ac-fa53d2a895e7\">\n\n\n<p>Looking for a Sales CRM to effectively manage your sales process? Try Kylas, it is easy-to-use, offers Unlimited User Lisceneces at a flat cost and is free for 7 days! <a href=\"https:\/\/kylas.io\/?ref=signup\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Demo here<\/a>!<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-what-is-a-customer-relationship-management-software\">What is a Customer Relationship Management Software?<\/a><\/li><li class=\"\"><a href=\"#htoc-types-of-crms\">Types of CRMs<\/a><\/li><li class=\"\"><a href=\"#htoc-key-features-of-a-crm\">Key Features of a CRM<\/a><\/li><li class=\"\"><a href=\"#htoc-how-does-a-crm-help-your-business\">How Does a CRM help your business?<\/a><\/li><li class=\"\"><a href=\"#htoc-when-should-you-implement-a-crm\">When should you implement a CRM?<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-is-a-customer-relationship-management-software\"><strong>What is a Customer Relationship Management Software?<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A CRM software helps you target your ideal user, quickly convert prospects into customers, and manage their buying journey. You can personalize their experience and generate detailed reports that give you a comprehensive real-time business view. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Further, a CRM acts as a centralized repository of all customer data which gives contextual information to your teams. There are different types of CRMs that can be used to manage your sales, marketing, customer service, and accounting efforts.&nbsp;&nbsp;In the next paragraph, we will talk about different CRM software types.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-types-of-crms\"><strong>Types of CRMs<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/Inblog-Infographic-emailers-content-1024x492.png\" alt=\"Infographic in blue showing the type of CRM\" class=\"wp-image-12639 lazy\" width=\"768\" height=\"369\" title=\"Types of CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/Inblog-Infographic-emailers-content-1024x492.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/Inblog-Infographic-emailers-content-300x144.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/Inblog-Infographic-emailers-content-768x369.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/Inblog-Infographic-emailers-content.png 1200w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>There are three main types of CRMs \u2013 Collaborative, Analytical, and Operational. Let us go through each one of them.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-collaborative-crm\" style=\"font-size:22px\">1. <strong>Collaborative CRM<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media4.giphy.com\/media\/L3VvDvnVQ94wTjTPBa\/giphy.gif\" alt=\"Collaborate Best Friends GIF by Boomerang Official - Find &amp; Share on GIPHY\" width=\"480\" height=\"351\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Collaborative CRMs can help your teams in the following ways:<\/p>\n\n\n\n<ul>\n<li>Provide a history of previous interactions with your customers to enable contextual conversations.<\/li>\n\n\n\n<li>Allow team members to assign leads\/deals, tasks, notes, etc. to enable collaboration.&nbsp;<\/li>\n\n\n\n<li>Show you which channels are preferred by your customers.<\/li>\n\n\n\n<li>Create meeting requests and mark them as conducted.&nbsp;<\/li>\n\n\n\n<li>Integrate CRM with multiple third-party applications<\/li>\n\n\n\n<li>Upload documents to leads\/deals.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-analytical-crm\" style=\"font-size:22px\">2. <strong>Analytical CRM<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media4.giphy.com\/media\/DfSXiR60W9MVq\/giphy.gif\" alt=\"Thinking Math GIF - Find &amp; Share on GIPHY\" width=\"480\" height=\"206\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Analytical CRMs give you the ability to:<\/p>\n\n\n\n<ul>\n<li>Gain insights into your prospects and customers<\/li>\n\n\n\n<li>Measure and modify your team\u2019s performance in real time.&nbsp;<\/li>\n\n\n\n<li>Know how your products\/services are performing and make changes to underperformers.<\/li>\n\n\n\n<li>Forecast your expenses and revenue in time.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-operational-crm\" style=\"font-size:22px\">3. <strong>Operational CRM<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media4.giphy.com\/media\/l4FAQjGyFg498CA5a\/giphy.gif\" alt=\"Season 8 Episode 22 GIF by SpongeBob SquarePants - Find &amp; Share on GIPHY\" width=\"480\" height=\"360\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Operational CRMs help you to:<\/p>\n\n\n\n<ul>\n<li>Automate workflows to eliminate redundant manual tasks.<\/li>\n\n\n\n<li>Schedule tasks and reminders of important events.<\/li>\n\n\n\n<li>Send triggered emails, messages, updates, reminders, and more, automatically.<\/li>\n\n\n\n<li>&nbsp;Free your teams to focus on important tasks.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Most businesses need and use more than one type of CRM to manage their business effectively. But using multiple CRMs can be a pain as many of them do not work well with each other.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Another option is using a single comprehensive CRM, such as Kylas, which incorporates modules from all three types.&nbsp;<a href=\"https:\/\/kylas.io\/features\">Click here<\/a>&nbsp;to have a look at the entire solution suite of Kylas.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-key-features-of-a-crm\"><strong>Key Features of a CRM<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media2.giphy.com\/media\/B7o99rIuystY4\/giphy.gif\" alt=\"List GIF - Find &amp; Share on GIPHY\" width=\"320\" height=\"240\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When selecting a CRM, it\u2019s important to match its feature set with your business needs. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>While no two CRMs have the same features, the following feature list is essential for any growing business. &nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Lead\/Deal Management<\/strong>: Capture leads automatically from multiple sources and qualify them directly on the platform. Convert the qualified leads to deals and monitor\/manage them to closure.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Pipeline Management:<\/strong>&nbsp;Create multiple, fully customizable pipelines to monitor your team\u2019s progress and finalize deals.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Contact Management:<\/strong>&nbsp;Store all your customer contacts on the CRM to create a centralized repository accessible across devices.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Communication Management:<\/strong>&nbsp;Personalize communication with your prospects and customers directly through the CRM. Save details of every interaction and gain context for future conversations.&nbsp;&nbsp;&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Workflow Automation:<\/strong>&nbsp;Automate routine tasks to minimize manual errors, save time, and streamline business processes.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>User Management:<\/strong>&nbsp;Secure your data by controlling user access with profile permissions, team management, and data sharing configurations.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>3<sup>rd<\/sup>&nbsp;party integrations:<\/strong>&nbsp;Integrate your CRM with multiple applications such as communication platforms, payment and invoicing platforms, lead generation platforms, and more.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Reports\/Dashboards:<\/strong>&nbsp;Generate multiple custom reports to monitor your business processes, team performance, revenue estimates, and more from a single dashboard.&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Multiple Device Support:<\/strong>&nbsp;Access the CRM from multiple devices such as desktop, web browser, and mobile apps.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>User Experience:<\/strong>&nbsp;Easily understand and integrate the CRM into your routine and workflow. A customer-friendly user interface (UI) ensures that your teams have fun using the CRM.&nbsp;&nbsp;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul>\n<li><strong>Customization:<\/strong>&nbsp;Customize the CRM with the features necessary for your business process. Off-the-rack solutions don\u2019t always fit your business needs.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-how-does-a-crm-help-your-business\"><strong>How Does a CRM help your business?<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media2.giphy.com\/media\/kQOxxwjjuTB7O\/giphy.gif\" alt=\"How GIF - Find &amp; Share on GIPHY\" width=\"360\" height=\"200\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A CRM system is necessary to improve your customer satisfaction levels and retain customers. But that\u2019s not all it does. Here\u2019s a look at all the benefits your business can expect by implementing a CRM:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-increased-sales\" style=\"font-size:22px\">1. <strong>Increased Sales:&nbsp;<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>CRM helps you boost your sales by up to 30% by automating tasks, streamlining pipelines, sending updates and reminders, and minimizing manual errors. It also helps you analyze sales data so that you can make improvements when needed. Automatic assignment of leads based on sources, deal-size, location, etc., ensures faster deal closures.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-better-communication\" style=\"font-size:22px\">2. <strong>Better Communication:&nbsp;<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It improves both internal and external communication. Your team members can chat internally, assign tasks, update notes, and get meeting reminders directly on the CRM. It also alerts the assigned team member when a client sends an email, SMS, WhatsApp, or calls on the company number so that the response time is minimal. Estimating prospects&#8217; buying intent makes sending personalized messages and updates to clients easy. It also makes previous communication accessible to a team member to maintain continuity for your customer.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-enhanced-productivity\" style=\"font-size:22px\">3. <strong>Enhanced Productivity:&nbsp;<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>A CRM frees up your team\u2019s bandwidth to help them focus on important tasks. It provides all the customer information in a single dashboard at the touch of a button. Managers can track team performance and recommend course corrections. They can also track revenue estimates and tweak team targets to achieve their revenue goals.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-improved-customer-service\" style=\"font-size:22px\">4. <strong>Improved Customer Service:&nbsp;<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Customers receive responses to their queries near instantly. They receive personalized communication and updates in their preferred mode of communication. Detailed reports based on customer feedback highlight the gaps in your processes for you to improve. You also gain knowledge of which products and services are most preferred by the customers and which aren\u2019t so that you can make changes to them and simplify the customer journey.&nbsp;<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-increased-referrals\" style=\"font-size:22px\"><strong>5. Increased Referrals:&nbsp;<\/strong><\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Happy customers keep returning to your business and present opportunities for cross-\/up-selling your services. They also act as your unofficial brand ambassadors and refer you to their own contacts.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-when-should-you-implement-a-crm\"><strong>When <\/strong>should you<strong> implement a CRM?<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media2.giphy.com\/media\/QBd2kLB5qDmysEXre9\/giphy.gif\" alt=\"Mr Bean Waiting GIF by MOODMAN - Find &amp; Share on GIPHY\" width=\"480\" height=\"288\">\n<\/div><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>When starting out, businesses find it easy to use an excel sheet to track and manage customer information, manage leads\/deals, and more. But when they scale, excel sheets start piling up, leads start slipping through the cracks, and team performance drops. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>All these aggregate over time, and soon, mistakes become disastrous. At this point, the&nbsp;<a href=\"https:\/\/kylas.io\/crm-implementation\/how-much-does-it-actually-cost-to-implement-a-crm\" target=\"_blank\" rel=\"noreferrer noopener\">cost of not using a CRM<\/a>&nbsp;system&nbsp;far outweighs the cost of implementing one. <\/p>\n\n\n\n<p>Therefore, if you are anyway going to implement a CRM, it&#8217;s better to do it right away.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Now that you know quite a lot about CRM and its benefits, it\u2019s high time that you think of getting one for your business. Click here to start a 7-day free trial of the Kylas Sales CRM (no credit card required).<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-photo is-provider-giphy wp-block-embed-giphy\"><div class=\"wp-block-embed__wrapper\">\n<img loading=\"lazy\" class=\"lazy\" data-src=\"https:\/\/media1.giphy.com\/media\/lD76yTC5zxZPG\/giphy.gif\" alt=\"Looney Tunes Nothing To See Here GIF - Find &amp; Share on GIPHY\" width=\"499\" height=\"366\">\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRM means Customer Relationship Management but it does a lot more than managing customer relationships.<\/p>\n","protected":false},"author":23,"featured_media":12429,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6],"tags":[160,162],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/07\/15001260-Inblog-Experimentation-26.png","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Introduction To CRM - Ultimate Beginner\u2019s Guide for Customers<\/title>\n<meta name=\"description\" content=\"Introduction to CRM discusses how businesses can simplify the user experience, improve sales, retain customers &amp; track team &amp; product performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Introduction To CRM - Ultimate Beginner\u2019s Guide for Customers\" \/>\n<meta property=\"og:description\" content=\"Introduction to CRM discusses how businesses can simplify the user experience, improve sales, retain customers &amp; track team &amp; product performance.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm\" \/>\n<meta property=\"og:site_name\" content=\"Kylas Growth Engine | Sales CRM Software for Small businesses\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/07\/15001260-Inblog-Experimentation-26.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"1260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Shagun Sharma\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shagun Sharma\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Introduction To CRM - Ultimate Beginner\u2019s Guide for Customers","description":"Introduction to CRM discusses how businesses can simplify the user experience, improve sales, retain customers & track team & product performance.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm","og_locale":"en_US","og_type":"article","og_title":"Introduction To CRM - Ultimate Beginner\u2019s Guide for Customers","og_description":"Introduction to CRM discusses how businesses can simplify the user experience, improve sales, retain customers & track team & product performance.","og_url":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","og_image":[{"width":1500,"height":1260,"url":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/07\/15001260-Inblog-Experimentation-26.png","type":"image\/png"}],"author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"8 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm","url":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm","name":"Introduction To CRM - Ultimate Beginner\u2019s Guide for Customers","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2022-09-02T06:34:56+00:00","dateModified":"2024-06-20T05:41:18+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"Introduction to CRM discusses how businesses can simplify the user experience, improve sales, retain customers & track team & product performance.","breadcrumb":{"@id":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kylas.io\/en\/crm-basics\/introduction-to-crm#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kylas.io\/en\/"},{"@type":"ListItem","position":2,"name":"Introduction to CRM: A Beginner\u2019s Guide to Customer Relationship Management Software"}]},{"@type":"WebSite","@id":"https:\/\/kylas.io\/en\/#website","url":"https:\/\/kylas.io\/en\/","name":"Kylas Growth Engine | Sales CRM Software for Small businesses","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kylas.io\/en\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3","name":"Shagun Sharma","description":"Shagun is a content marketer at Kylas, extremely well-versed in all things Marketing. 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