Category: Sales

How to Launch a CRM

imageThis is the 4th post of a 50 article series for beginners building marketing 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 enters our funnel and that we interact with.

Every time a lead downloads an ebook, or speaks to us on the phone, that action is tracked in the CRM. Each time we engage with that lead, we have a record of what we have told them so far and what we 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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