The 5 W's of CRM

The 5 W's of CRM

January 09, 2024•2 min read

Dive into the exciting 5-part series on the "Who, What, Where, When, and Why of CRM" to unravel the foundations of Customer Relationship Management (CRM). 🚀

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Why an All-In-One CRM is a Game-Changer?

Explore the wonders of an all-in-one CRM and discover how it benefits coaches and consultants. One place for everything, one password (say goodbye to password overload!), and just one support team. It's not just a business booster but also a self-care superhero, enabling you to deliver top-notch experiences without burning the midnight oil.

When is the Right Time to Dive into CRM?

Learn about the perfect timing to embrace the CRM magic. If you're a newbie finding your coaching groove, hold off a bit. But once you're selling packages like hotcakes and your client list is growing, it's CRM time! Discover when post-it notes start taking over your life and when working nights becomes a regular gig.

Where to Find Your Perfect CRM Match?

Navigate the CRM sea and find your perfect match. A Google dive for all-in-one CRMs is the way to go. Key criteria? Features? Check. Support? Double-check. Strategy sessions? Absolutely! Everyone's going all-in-one because, let's face it, too many logins are just too much for small businesses.

Who Needs a CRM Anyway?

Discover why every small business needs a CRM. If you're doing outreach, running sales campaigns, hosting events, or rocking challenges, a CRM is your sidekick. It's not just about sending emails; it's your tool to manage relationships and convert more clients. Simple as that!

What's the Buzz about CRM?

Starting off the series, unravel the mysteries of CRM as the heartbeat for your business. Basic features like contact and sales management are on the menu, and discover the trend—go all-in-one for a smoother small biz life.

This series is your CRM compass, guiding you through the CRM universe. So, grab your virtual popcorn and dive into these episodes—it's CRM wisdom served with a side of awesome insights! 🌟✨

Meet Mary Sue Dahill, founder and CEO of Work Smarter Digital, where she helps entrepreneurs and small business owners turn business chaos into streamlined success. With over 25 years of experience in tech startups and software management, she specializes in sales automation, client acquisition, and retention strategies. Through her Revenue Accelerator Program, Mary Sue helps businesses replace duct-tape systems with scalable, repeatable processes that drive growth. She is also the author of The Boutique Effect and the upcoming The Solopreneur’s Dilemma. Get ready for actionable insights and no-nonsense strategies!

Mary Sue Dahill

Meet Mary Sue Dahill, founder and CEO of Work Smarter Digital, where she helps entrepreneurs and small business owners turn business chaos into streamlined success. With over 25 years of experience in tech startups and software management, she specializes in sales automation, client acquisition, and retention strategies. Through her Revenue Accelerator Program, Mary Sue helps businesses replace duct-tape systems with scalable, repeatable processes that drive growth. She is also the author of The Boutique Effect and the upcoming The Solopreneur’s Dilemma. Get ready for actionable insights and no-nonsense strategies!

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