The VPM Blog

How to Better Personalize Your CRM

Posted by Tatianna Eaves on Mar 13, 2019 1:00:00 PM

When running your business, have you ever struggled with how to clean up your customer relations manager (or CRM)? Or how to know your customers better? Having and managing a good CRM is key to keeping your customer relationships intact. The more you learn about your clients, the more you can personalize your CRM to have one main place where all their information lives.

Not sure how to do it? Don’t worry, there are a few ways to help make your CRM more thorough so you can get the most out of your relationship with your customer. Check out the video below for instructions on how to personalize your CRM.

Personalize your CRM

Now that you’ve learned some key steps on how to personalize your CRM and get better acquainted with your customers, it’s time to put those methods to use! Go through your customer information with your teams and get everyone on the same page regarding your clients. Start asking your customers more questions and engaging more with them. This will not only help grow your business and CRM knowledge, but will also further improve your relationships with your customers. See if you can keep account of their social media following and their day-to-day interactions so you can truly know your customers from every aspect. Follow these simple steps to continue creating success for your business and your customers. To learn more about creating content for your customers or about successful content marketing in general, download our free eBook by clicking below! video content marketing for higher education




Topics: Inbound Marketing, HubSpot, customer service

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