Category: Sales

How to Launch a CRM

This is the 4th post of a 50 article series for new marketers at B2B startups..

Imagine the CRM (Customer Relationship Management software) as the brain or “mothership” of your sales and marketing team. The CRM is used to track every person that is interacted with in your funnel.

Every time a lead downloads an ebook, or speaks to you on the phone, that action is tracked in the CRM. Each time you engage with that lead, you have a record of what you have told them so far and what you need to do to move them along in the buyer journey.

Needless to say, the CRM is a primary component of your organization’s sales and marketing stack (the set of tools you use), right next to your marketing automation system. For a new B2B startup just building the team and launching your first CRM, let’s break down how to approach it:

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