{"id":12981,"date":"2022-09-19T20:07:11","date_gmt":"2022-09-19T14:37:11","guid":{"rendered":"https:\/\/kylas.io\/?p=12981"},"modified":"2023-08-09T15:49:33","modified_gmt":"2023-08-09T10:19:33","slug":"crm-for-dummies-learn-the-basics-of-a-crm","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/crm-basics\/crm-for-dummies-learn-the-basics-of-a-crm","title":{"rendered":"CRM for Dummies: Learn the Basics of a CRM"},"content":{"rendered":"\n<style>\n@media only screen and (max-width: 700px){\n.img-full-mob{\nwidth:100% !important;\nheight:100% !important;\n}\n}\n<\/style>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-f71ac670-f622-4308-85e1-59b2754978ae\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><em>&#8220;The true business of every company is to make and keep customers.&#8221; <\/em><\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><em>&#8211;&nbsp; Peter Drucker, writer and management consultant.&nbsp;<\/em>&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Have you ever wondered how businesses maintain a dedicated relationship with their customers, especially if there\u2019s a plethora of customers in their pipeline to interact with? Here\u2019s a guide for dummies seeking to learn the basics of a CRM system.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To better understand your customer base, a CRM or Customer Relationship Management is a blessing for businesses in today\u2019s day and age.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">If you\u2019re now wondering when and how the concept of a CRM came to the surface, this blog will walk you through the history, role, and significance of a CRM in every business.<\/p>\n\n\n\n<div style=\"height:50px\" 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-crm-for-dummies-background-and-evolution\">CRM&nbsp;for Dummies: Background and Evolution<\/a><\/li><li class=\"\"><a href=\"#htoc-what-is-a-crm\">What is a CRM?&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-role-of-a-crm-in-small-businesses-what-dummies-should-know\">Role of a CRM in Small Businesses &#8211; What Dummies Should Know&nbsp;<\/a><\/li><li class=\"\"><a href=\"#htoc-crm-for-dummies-who-really-needs-it\">CRM for Dummies: Who Really Needs it? <\/a><ul class=\"ht_toc_child_list\"><\/ul><\/li><li class=\"\"><a href=\"#htoc-bottom-line\">Bottom Line&nbsp;&nbsp;<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-2b1865f8-7e1a-4db6-9437-84dcc4b44d80\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><a href=\"https:\/\/kylas.io\/features\/sales-automation\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Automate your sales processes with Kylas!<\/span><\/a> You can now automate a variety of routine tasks and focus on selling primarily. <\/p>\n\n\n<\/div>\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-crm-for-dummies-background-and-evolution\"><strong>CRM<\/strong>&nbsp;for Dummies: Background and Evolution<\/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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/15001260-Inblog-Experimentation-1024x860.jpg\" alt=\"\" class=\"img-full-mob lazy\" width=\"413\" height=\"348\" title=\"Evolution of CRM: Backstory\"><figcaption>History and Evolution of a CRM<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-revisiting-the-1950s-an-era-of-the-rolodex\" style=\"font-size:22px\"><strong>Revisiting the 1950s, an era of the \u2018Rolodex.\u2019<\/strong>&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-medium-font-size\">One of the basic features of a CRM is storing customers\u2019 contact information. In 1956, Hildaur Neilsen, a Danish Engineer, invented a rotating filing desk. The tool helped in assembling, storing, and updating customer data, known as the <a href=\"https:\/\/fitsmallbusiness.com\/history-of-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Rolodex<\/span><\/a>. While this tool helped many managers gather customer information, it still wasn\u2019t enough for them to interact with their customers due to poor technology.&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Fortunately, Customer Relationship Management evolved with time. It ensured that businesses would adopt more advanced methods of communication.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-the-1980s-an-era-of-database-marketing\" style=\"font-size:22px\"><strong>The 1980s: An era of Database Marketing&nbsp;<\/strong>&nbsp;<\/h2>\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-6cb9da0e-4f7a-4c94-8d85-10763b8a689b\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><em>\u201cWith data collection, \u2018the sooner the better&#8217; is always the best answer.\u201d \u2014 Marissa Mayer&nbsp;<\/em>&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In the early 1980s, businesses found a new approach to maintaining customer relationships. It was through database marketing. In this process, businesses can directly contact their existing and potential customers via direct mail. This sales strategy helped them achieve personalized communication with the customers they wanted to target.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">But, here\u2019s the catch! The communication was only one-sided. There was no significant way to track and record what customers had to say. That\u2019s why in succeeding years, CRM transformed into various forms. From Contact Management Software to Sales Automation Software to CRM on Mobile, it kept on evolving with time. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-today-all-in-one-crm-for-dummies\" style=\"font-size:22px\"><strong>Today: All-in-one CRM for Dummies<\/strong>&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Advanced technology enabling lead management and sales automation<\/strong>&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In today\u2019s time, a modern CRM is nothing but cloud-based software. The power of artificial intelligence (AI) is gaining an edge over all the technological advancements that are taking place in any business.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In addition, by integrating artificial intelligence (AI) into sales CRM software, salespersons are now able to automate their sales processes. It not only automates their sales efforts but leads to faster deal closures. &nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-f7b50cfe-ba0e-40ce-a0c1-afc23fc31ae0\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">Selling is no cakewalk! With <a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas<\/span><\/a>, identify the right sales opportunities that support your sales efforts.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-is-a-crm\"><strong>What is a CRM?<\/strong>&nbsp;<\/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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/1-1024x860.jpg\" alt=\"\" class=\"img-full-mob lazy\" width=\"500\" height=\"400\" title=\"Customer Relationship Management for Dummies\"><figcaption>Basics of a CRM in business<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-crm-for-dummies-how-does-it-help-your-business\" style=\"font-size:22px\"><strong>CRM for Dummies: How does it help your business?&nbsp;<\/strong><\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRM software allows companies to automate their workflows across departments. From collecting data to building customer profiles, A CRM tool helps businesses streamline their customer-related objectives smoothly. From clicks to closures, a CRM helps businesses achieve their set targets faster and better by simplifying customer interactions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For example, a CRM tool automates your day-to-day tasks. It includes team collaboration, email follow-ups, sales &amp; marketing workflows, data management, campaign management, etc. It not only frees up your time but generates faster outcomes and higher conversion rates.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>The growing demand for a CRM<\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Undoubtedly, demand for CRM is surging as businesses grow. As per Fortune Business Insights, the global CRM Market size is projected to reach nearly <a href=\"https:\/\/www.globenewswire.com\/en\/search\/organization\/Fortune%2520Business%2520Insights\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">$146 billion by the year 2029<\/span><\/a>. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Today, from finance to retail, IT, and real estate, every industry swears by CRM applications to automate their workflows.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-role-of-a-crm-in-small-businesses-what-dummies-should-know\"><strong>Role of a CRM in Small Businesses<\/strong> &#8211; What Dummies Should Know&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-1-customer-retention\" style=\"font-size:22px\">1. <strong>Customer Retention<\/strong>&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Loyal and happy customers are the ultimate revenue generators for any business. To strengthen customer sustainability in an organization, companies must ensure that they have valuable insights. Not only this, they must ensure that they are addressing their customer&#8217;s complaints timely.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"alignright is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/06\/5-4-1024x860.png\" alt=\"man and woman handshaking\" class=\"img-full-mob lazy\" width=\"235\" height=\"200\" title=\"Magnifying glass hovering over the word 'customer'\"><figcaption>Customer Retention<\/figcaption><\/figure><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Study shows that customers who have their complaints resolved promptly showcase a higher purchase intention rate of about <a href=\"https:\/\/www.semrush.com\/blog\/customer-retention-stats\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">82%<\/span><\/a>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-medium-font-size\"><a href=\"https:\/\/kylas.io\/crm-basics\/crm-tips-tricks\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Customer experience<\/span><\/a> matters the most. It all depends on how a business aims to keep its customer interactions prompt and intact throughout its buying journey. To improve customer experience, businesses should have a robust customer support plan for resolving their issues on time.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>A CRM improves Customer Experience<\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Having a good CX results in cost savings as it eliminates the cost of acquiring new customers. In addition, it improves brand credibility as the loyal customers vouch for the product\/service they trust the most.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-2-data-powerhouse\" style=\"font-size:22px\">2. <strong>Data Powerhouse<\/strong>&nbsp;<\/h2>\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-35094381-c6b9-4d47-926c-717e888dd674\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><em>\u201cIf we have data, let\u2019s look at data. If all we have are opinions, let\u2019s go with mine.\u201d \u2014 Jim Barksdale.<\/em>&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"alignright is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/05\/13-1-1024x860.png\" alt=\"woman working\" class=\"img-full-mob lazy\" width=\"235\" height=\"200\" title=\"A woman working on data management \"><figcaption>Data Management<\/figcaption><\/figure><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Storing customer information without insights often leads to tell-tale stories.&nbsp;&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-medium-font-size\">For instance, imagine a salesperson is out and about pitching his product to his prospects. He comes back and reports to his sales manager with the relevant information, customer interest, and purchasing intent at the end of the day. What next?&nbsp;<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">He repeats the same procedure the next day with another interested lead. As he progresses each day with new leads, is he following \u2013up with the leads he interacted with previously? Are those potential customers sitting on the back burner while the new ones show interest?&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Database Management <\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">With a systematic database of customers, the salesperson will never miss out on any of his leads. One of the basic functionalities of a CRM is to store the data of customers on a single dashboard.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-0b4b78ff-5263-44ef-8cdd-d67953eab00f\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">Cleaner data results in timely insights, better decisions, and faster growth. Achieve it with <a href=\"https:\/\/kylas.io\/\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas<\/span><\/a>!&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-3-workflow-automation\" style=\"font-size:22px\">3. <strong>Workflow Automation<\/strong>&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let the robots do the talking!&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-c3100fdc-6bd2-4aa1-a92b-eea4cbf1f207\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\"><em>The world is changing whether you like it or not.&nbsp; Get involved or get left behind.\u201d ~<\/em><strong><em>Dave Waters.<\/em><\/strong>&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><\/p>\n\n\n\n<div class=\"wp-block-image is-style-default\"><figure class=\"alignright is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/07\/3-1-1024x860.png\" alt=\"man with a laptop and icons\" class=\"img-full-mob lazy\" width=\"235\" height=\"200\" title=\"Man sitting with a laptop and working on different tools\"><figcaption>Automated Workflow<\/figcaption><\/figure><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Offloading the burden of time-consuming tasks is now more important than ever. In addition, with intelligent tools, companies can automate most of their back-office work, leaving behind the worries of manual errors.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p class=\"has-medium-font-size\">Research shows that <a href=\"https:\/\/instapage.com\/blog\/automation-statistics\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">80% of marketing automation<\/span><\/a> users saw increased leads, and 77% saw increased lead conversions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To establish a workflow, set rules based on certain triggers and conditions that align with those present in your CRM. Workflows can save a lot of time that a salesperson might be spending performing those tasks manually.<strong><em>&nbsp;<\/em><\/strong>&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-4-lead-management\" style=\"font-size:22px\">4. <strong>Lead Management<\/strong>&nbsp;<\/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 is-style-default\"><figure class=\"alignright is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/01\/Kylas-Banner-Guide-Images-ONLY-1-1.png\" alt=\"3D funnel with chrome balls\" class=\"img-full-mob lazy\" width=\"235\" height=\"200\" title=\"Lead funnel showcasing lead management for dummies\"><figcaption>Lead management<\/figcaption><\/figure><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A CRM will help you with insights that show who\u2019s interested in your product. But, how do you track these curious leads? A CRM system automatically captures leads and collects data. This includes leads from web forms, social media, or third-party platforms to better prioritize their needs in the future.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-5-forecast-sales-revenue\" style=\"font-size:22px\">5. <strong>Forecast Sales Revenue<\/strong>&nbsp;<\/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 is-style-default\"><figure class=\"alignright is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/05\/12-1-1024x860.png\" alt=\"2 men\" class=\"img-full-mob lazy\" width=\"235\" height=\"200\" title=\"Two people with bow and arrow\"><figcaption>Forecasting sales targets<\/figcaption><\/figure><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A visual and interactive dashboard gives you a clear picture of how much sales revenue your team can generate within a given time period. It, thus, helps you make the right business decisions.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-b67d2421-4e74-4656-8c27-cd31f00cab41\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">With <a href=\"https:\/\/kylas.io\/features\/reports\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Kylas CRM<\/span><\/a>, you can now forecast revenue basis the expected closure date of the deal.&nbsp;<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-crm-for-dummies-who-really-needs-it\">CRM for Dummies: <strong>Who Really Needs it? <\/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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/question-1024x860.jpg\" alt=\"\" class=\"img-full-mob lazy\" width=\"500\" height=\"400\" title=\"Lady with a question mark: Who needs a CRM?\"><figcaption>CRM for each department in a business &#8211; Who needs it?<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">The answer is \u2013 Everyone in every business. However, CRM software is not a \u201cone-size-fits-all&#8221; for all departments. It caters to different departments, differently.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let\u2019s have a look at how each department utilizes CRM software. Besides, how it helps them carry out their operational activities effectively.&nbsp;<\/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-crm-for-sales\" style=\"font-size:22px\">1. <strong>CRM for Sales:&nbsp;<\/strong>&nbsp;<\/h3>\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 is-style-default\"><figure class=\"aligncenter\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/deals-astros.gif\" alt=\"\" class=\"img-full-mob lazy\"><figcaption>CRM for sales &#8211; Improves deal management<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Every company thrives and strives for faster deal closures. Behind every successful sales story, there\u2019s an organized sales procedure implemented through a sales CRM.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let\u2019s just be honest, many businesses suffer from data losses, sloppy follow-up strategy, complex sales pipelines, and lack of valuable customer insights if they are not backed by a strong sales plan.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong><em>Every salesperson\u2019s right hand is a sales CRM.&nbsp;<\/em><\/strong>&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">According to research, <a href=\"https:\/\/www.nutshell.com\/blog\/crm-stats\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">47% of CRM users<\/span><\/a> believe that their CRM had a significant impact on customer retention. Also, an equal percentage said their CRM had a significant impact on customer satisfaction.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p style=\"font-size:22px\"><strong>Features of a Sales CRM: <\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Pipeline management: <\/strong>A CRM system will give an overview of your active lead\/deals in their respective pipeline stages.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Customized sales reports<\/strong>: Generate clean and precise reports on a sales CRM. Fill in the required information, set dimensions, and metrics, and build your sales report from scratch.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Easy <a href=\"https:\/\/kylas.io\/features\/sales-calling\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">Call Management<\/span><\/a>: <\/strong>A sales CRM offers easy-calling solutions apart from emails and texts. You can have direct access to your call recordings for better and personalized communication with your prospects.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Capture &amp; access leads:<\/strong> A CRM lets you capture leads from 3rd party portals, social media, and web forms automatically. You can simply engage with leads across multiple touchpoints using telephone, email, WhatsApp and SMS.&nbsp;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Effective team collaboration: <\/strong>As sales managers, you need to stay on top of all the tasks. Get timely email reminders and notifications to track the status of your team\u2019s tasks and manage their lead pipelines on 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 class=\"has-medium-font-size\"><strong>Field-sales management:<\/strong> With CRM on Mobile, your sales reps can easily access all customers and prospect-related information. Not only this, with the help of Kylas Routing Engine, you can automatically assign the right prospects to the right sales rep based on their availability, zip code, product, etc.&nbsp;<\/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-2-crm-for-marketing\" style=\"font-size:22px\">2. <strong>CRM for Marketing<\/strong>&nbsp;<\/h3>\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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/digital-marketing.gif\" alt=\"\" class=\"img-full-mob lazy\" width=\"448\" height=\"300\"><figcaption>CRM for marketing &#8211; attracting customers<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Study shows that <a href=\"https:\/\/instapage.com\/blog\/automation-statistics\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">91% of users believe that marketing automation is \u201cvery important<\/span>\u201d<\/a> to the overall success of their online marketing campaigns.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A CRM is a glue that holds sales and marketing functions together. For executing marketing campaigns, a marketing team takes data from sales and other parts of the business.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A CRM for marketing supports a lot of marketing efforts. It helps gain insights on opened\/unopened emails and click-through rates, ensuring effective campaign management. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-crm-for-hrs\" style=\"font-size:22px\">3. <strong>CRM for HRs&nbsp;<\/strong>&nbsp;<\/h3>\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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/the-hating-game-margueriteinstpete.gif\" alt=\"\" class=\"img-full-mob lazy\" width=\"446\"><figcaption>CRM for HRs &#8211; Managing human capital<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">HRs sustain database management. The HRs and recruiters use CRM for managing a company\u2019s human capital. A CRM helps HRs in building employee profiles, maintaining employee payroll\/compensation details, and managing their leaves and training records. Not only this, with the help of a CRM, HR managers can automatically send online offer letters and certifications to the respective employees.&nbsp;&nbsp;&nbsp;<\/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-4-crm-for-customer-success-teams\" style=\"font-size:22px\">4. <strong>CRM for Customer Success Teams<\/strong>&nbsp;<\/h3>\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 is-style-default\"><figure class=\"aligncenter is-resized\"><img data-src=\"https:\/\/kylas.io\/wp-content\/uploads\/2022\/09\/aakash-mehta-customer-is-king.gif\" alt=\"\" class=\"img-full-mob lazy\" width=\"446\" height=\"350\"><figcaption>CRM for CSM teams &#8211; Focus on customers<\/figcaption><\/figure><\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">While a sales team focuses on deal closures, a customer success team (CSM) team handles the post-sales operations. A Customer Success Team is typically responsible for the journey post the final contract.&nbsp; For smoother customer onboarding, upselling, and cross-selling, they need to have a strong database handy.&nbsp; A CRM thus helps CSM teams to track valuable data and records of new and existing customers.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-bottom-line\"><strong>Bottom Line&nbsp;<\/strong>&nbsp;<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A CRM is a key that unlocks business growth opportunities. With the right CRM, a company can make data-driven decisions. Not only this, but they can also achieve team collaboration, and facilitate better interactions with potential customers.&nbsp; &nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Choosing the Right CRM<\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Moreover, choosing the right CRM depends on what your teams need the most. Teams who were once comfortable with the old-school spreadsheet methods would find it challenging to learn new technology. Hence, ensure that you incorporate a simple, easy-to-use CRM for your employees.&nbsp;&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Besides the implementation, you must opt for a low-priced or a Free CRM. It not only provides valuable features but also remains budget-friendly. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"ub-styled-box ub-notification-box\" id=\"ub-styled-box-0f7b46fc-9933-4d6b-90fc-4f5a8964cb1f\">\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">Check out our latest blog to know the <a href=\"https:\/\/kylas.io\/crm-implementation\/how-much-does-it-actually-cost-to-implement-a-crm\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">actual cost of implementing a CRM<\/span><\/a>.<\/p>\n\n\n<\/div>\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">&nbsp;<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Have you ever wondered how businesses maintain a dedicated relationship with their customers, especially if there\u2019s a plethora of customers in their pipeline to interact with? Here\u2019s a guide for dummies seeking to learn the basics of a CRM system.&nbsp;&nbsp; To better understand your customer base, a CRM or Customer Relationship Management is a blessing &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/crm-basics\/crm-for-dummies-learn-the-basics-of-a-crm\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;CRM for Dummies: Learn the Basics of a CRM&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":14469,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6,14,40,159],"tags":[195,196,197,198],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/CRM-for-Dummies_-Learn-the-Basics-of-a-CRM.jpg","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>CRM for Dummies: Learn the Basics of a CRM - %<\/title>\n<meta name=\"description\" content=\"Bridge the gap between your customers! 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Here's a guide for dummies who wish to learn the significance of a CRM system in small businesses.","og_url":"https:\/\/kylas.io\/en\/crm-basics\/crm-for-dummies-learn-the-basics-of-a-crm","og_site_name":"Kylas Growth Engine | Sales CRM Software for Small businesses","og_image":[{"width":1200,"height":675,"url":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2022\/09\/CRM-for-Dummies_-Learn-the-Basics-of-a-CRM.jpg","type":"image\/jpeg"}],"author":"Shagun Sharma","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Shagun Sharma","Est. reading time":"11 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/kylas.io\/en\/crm-basics\/crm-for-dummies-learn-the-basics-of-a-crm","url":"https:\/\/kylas.io\/en\/crm-basics\/crm-for-dummies-learn-the-basics-of-a-crm","name":"CRM for Dummies: Learn the Basics of a CRM - %","isPartOf":{"@id":"https:\/\/kylas.io\/en\/#website"},"datePublished":"2022-09-19T14:37:11+00:00","dateModified":"2023-08-09T10:19:33+00:00","author":{"@id":"https:\/\/kylas.io\/en\/#\/schema\/person\/58914992bfe5c67716dfe2e8863250a3"},"description":"Bridge the gap between your customers! 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In her leisure time, Shagun enjoys hiking, gardening, and immersing herself in music."}]}},"_links":{"self":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/12981"}],"collection":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/comments?post=12981"}],"version-history":[{"count":57,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/12981\/revisions"}],"predecessor-version":[{"id":18405,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/posts\/12981\/revisions\/18405"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media\/14469"}],"wp:attachment":[{"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/media?parent=12981"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/categories?post=12981"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kylas.io\/en\/wp-json\/wp\/v2\/tags?post=12981"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}