What is CRM? The Beginner's Guide

Updated: May 2

CRM a short acronym stands for customer relationship management. This is a general term, what does it actually mean to your business? It's the way you manage leads or people interested in your business in order to extract the most value (revenue). The primary goal for CRM is to improve business relationships with your customers. Thus, improve their experience with your company and build a long term relationship by turning a customer into an evangelist.

CRM is a centralized environment where all information from leads captured and stored in one place. Plus, it is a unified environment for sales and easer to inboard such as Salesforce. As a result, you are able to interact with current and potential customers provide them quality content, automation post or email according to sales funnel (TOFU, MOFU, BOFU).


Why is CRM important for your business?

According to research studies, customer retention is a hard process. Plus, it cost a lot of dollars to captured new customers for the business. As a result, it's very important to nurture customers and build a relationship via CRM best practice. Let's think of CRM as the front office which includes: customer service, Marketing, and sales team. Lastly, the CRM system makes it easy for your whole team to track the status of every customer relationship.

There are 100s of software applications out there that help businesses manage their customer relationships through customer data, customer interaction, access business information and sales automation.


Here are top 3 CRM applications currently used by Digital marketers worldwide.

  1. HubSpot CRM It's a developer and marketer of software products for inbound marketing and sales. You can learn more by reading the HubSpot blog on CRM.

  2. Salesforce CRM Salesforce is a great application for B2B ( business to business) customer relationship management.



  1. Zoho CRM A web-based CRM solution allows you to attract, retain, and satisfy customers to grow your business. This works for a business small or large businesses.


NEXT STEP: How a CRM System can improve SEO Results

Here is a highlight clip of my client's SEO audits presentation for Very Canadian E-commerce

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