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The 5 W's of CRM

The 5 W's of CRM

January 09, 20242 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). 🚀


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! 🌟✨

CRMCustomer Relationships Management
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Mary Sue Dahill

Mary Sue Dahill is an Automation Expert, Hot Mess Tamer and author of The Boutique Effect. She helps ambitious entrepreneurs eliminate the overload from marketing gimmicks and too much technology that creates work and doesn’t convert. Mary Sue recalls the constant barrage of must-do marketing tactics to grow your list, get more leads, and convert more clients that never seemed to work. They were hugely time intensive and weren’t successful without a significant ad spend. After trying and failing at the complicated marketing tactics, Mary Sue said enough was enough! She stopped the insanity by shifting her approach from quick fixes and dreams of passive income to focusing on building real relationships. She has had much more success with this approach, feels far less salesy, and now teaches her strategies to her clients. With 20 years of technology management background, Mary Sue helps entrepreneurs build relationships in an authentic way without working nights and weekends because she helps them work smarter with technology. Mary Sue offers an all-in-one CRM solution and teaches her boutique methods to her clients to quickly go from scrambling for clients to a pipeline full of higher paying clients. Mary Sue is a proud mom of two college students and totally obsessed with her two mini dachshunds.

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