A Startup Marketing Plan Is a Must-Have

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P.S. Happy customers are those that trust you to look after them in every scenario, before and after they buy from you. A CRM will help you do exactly that—it holds all the info you need about a customer, from when you first market to them all the way through to conversion and beyond. See what’s possible with a 14-day free trial of Close.If you're setting up your CRM system, you're probably also setting up your sales process.

At least, that’s what I’m assuming as we dive into this guide. And it’s probably pretty accurate—especially if you’re a small business.

You might even be selling your product or service for the first time—at least, in a structured way with multiple people involved. And all of these changes? Damn daunting.

So many people overcomplicate the whole process. They iran telegram data pull in unnecessary steps, consult irrelevant stakeholders, and misuse (or underutilize) key CRM features. But CRM implementation doesn’t have to go that route.

My advice? The best way to get started is just to get started. Here’s how to set up a CRM so you can get straight to the good stuff: selling.

How to Set Up a CRM and Start Selling in 3 Steps
The right CRM solution will benefit your sales team in myriad ways: streamlining workflows, automating the follow-up, smoothing onboarding, boosting retention—and ultimately, improving your sales numbers. So, you need to set up your CRM to work—for you.

Do that with these three (relatively) simple steps.

1. Build Your Initial List of Target Customers