Outreach and sales
CRM
Also called Customer relationship management.
A CRM is a tool that keeps a record of every lead and customer, and every conversation you have with them.
It holds names, companies, emails, notes from calls, and where each deal stands in your sales pipeline. It reminds you who needs a follow-up today. Free plans exist, and a spreadsheet works as a CRM when you start.
Once you send 100 messages a day, a spreadsheet gets messy fast. Log the source of every lead, including self-reported attribution, so you know which channel works. When you lose track of who replied, move from spreadsheets to a CRM.
Go deeper
- How to move from spreadsheets to a CRMMove from spreadsheets to a CRM in one afternoon, for free: put everyone who replied into a five-stage pipeline, log every reply the same day, and review your deals every Sunday.
- How to track which channel brought each dealB2BComing soon
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