Clues for the Clueless CRM Marketer

What's Clues for the Clueless CRM Marketer about?

What is CRM? How can I use CRM to better manage my contacts or track interactions? Is CRM worth the set-up time and learning curve?

You’re only clueless as long as you’re not pursuing answers to these questions. Join us for today’s episode of Clues for the Clueless CRM Marketer and we’ll find out together.

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Clues for the Clueless CRM Marketer episodes:

10.26.2018
How a Sales Team Can Use Email Marketing to Follow-up with Leads
Email marketing and CRM go hand-in-hand. This episode talks about the way your sales team can use email marketing to their advantage.
10.24.2018
CRM Takeaways from the LA Small Business Expo - Part 4
Paul continues to share his takeaways from the LA Small Business Expo. This time, he talks about the CRM user profile "The Startup."
10.23.2018
CRM Takeaways from the LA Small Business Expo - Part 3
Paul shares his takeaways from the LA Small Business Expo. In this episode, he talks about one woman he coined "The Techie."
10.22.2018
CRM Takeaways from the LA Small Business Expo - Part 2
Andy and Paul continue their chat about the LA Small Business Expo. Paul talks about the different types of people interested in CRM. Today's episode focuses on "The Conflater."
10.19.2018
CRM Takeaways from the LA Small Business Expo - Part 1
Paul Rijnders joined the team at the Benchmark booth at the LA Small Business Expo. So, I chatted him up to find out what his takeaways were from the day.
10.08.2018
CRM Glossary: Email Authentication
This episode wraps up our CRM Glossary! It's all about verifying the sender of any email communications from your business. It helps combat phishing scams and other favorite tactics of spammers.
10.05.2018
CRM Glossary: Engagements
There are no rings involved in this type of engagements. That is unless it's in reference to a customer clicking to call you from a link in an email campaign. That's the engagement we mean when it comes to CRM....
10.04.2018
CRM Glossary: Data Validation
You know when you're completing the purchase process online and you click "Purchase," but then it refreshes the screen and some disapproved red text tells you that you missed some key information? That name for that is data validation.
10.03.2018
CRM Glossary: Audit Logs
This is another one of those things that sounds like you'd know what it is, and you're probably right, but that it helps to get in context of CRM. Paul breaks it down and makes it easy to understand all...
10.02.2018
CRM Glossary: Forecasts
Forecasts let you predict outcomes with your CRM. They're also apparently dad joke fuel for Andy and Paul.
10.01.2018
CRM Glossary: Map Fields
This is how you keep your data consistent when importing it from multiple sources. One tool might refer to one data field as one thing and you might call it something else internally. You can match it up by mapping...
09.28.2018
CRM Glossary: Password Policies
You probably already know this one, but it's important to know for the protection of your data. It's when you have to have a set amount of characters, numbers and special characters, and maybe even upper and lower case letters...
09.27.2018
CRM Glossary: Deleting & Recycle Bin
Sometimes to keep things organized in our CRM, it means saying goodbye to old or irrelevant data. That's where deleting and the recycle bin come into play. Just make sure you know what all that data is tied to! Listen...
09.26.2018
CRM Glossary: Self-Service Help
Sometimes, you don't want to have to talk to someone. Even when you need some help. So, CRM and other SaaS products create a self-service help center and resources to let you solve your own problems.
09.25.2018
CRM Glossary: WYSIWYG
Paul may have invented a new way to potty train his twins, but that's not really what WYSIWYG is all about. It stands for "What You See Is What You Get." Listen to learn how it pertains to CRM.
09.24.2018
CRM Glossary: Web to Lead, Web to Contact, Web to Ticket
Sorry to disappoint, but all this web talk and it's not about Spiderman. Find out what it means in relation to CRM!
09.21.2018
CRM Glossary: APIs
Have you ever thought to yourself, "wouldn't it be cool if I could connect this tool with that one?" With APIs, you can. Not that big of a nerd (like us)? Well, you'll still want to make all your business...
09.20.2018
CRM Glossary: Layouts
Your layout is all about speed and efficiency. Lean ideals to the max. A layout makes navigation of your CRM easy, with everything you need right in front of you.
09.19.2018
CRM Glossary: Fields
Fields are simply what you can the places you enter each piece of data into. You can have a little or a lot and customize them as you wish.
09.17.2018
CRM Glossary: Assignment Rules
Assignments and rules may not have been your favorite thing when you were in school, but they're important for CRM. Listen and find out why!
09.14.2018
CRM Glossary: Home
While Paul and I try not to break out into song this episode (you're welcome), we talk about what "home" means in the context of your CRM. It's all about efficiency and speed. Lean, for those of you in the...
09.13.2018
CRM Glossary: Module
Each moving piece in the CRM is a module. Any section of your CRM dashboard that you're working on is a module. Each module is a piece of the overall CRM puzzle.
09.12.2018
CRM Glossary: Vendors
There's the people you do business with who are your customers and then there are the people who help you do business. You may, in fact, be their customer. These are vendors and they're another group of people that are...
09.11.2018
CRM Glossary: Active vs. Inactive Users
Sometimes, these words are as obvious as they sound. This is simply who is or isn't using your CRM. Listen to find out why it's important to be able to identify both groups.
09.10.2018
CRM Glossary: CRM Admin
When you have multiple users in an account, it could cause some acess issues, data privacy issues or something else. With CRM Admin , you an set who has access to what within your CRM account. You have total control.
09.07.2018
CRM Glossary: Templates
Templates help you get started, without having to start from scratch. They're the head start you might want or feel like you need with CRM.
09.06.2018
CRM Glossary: Macros
You can increase the efficiency and consistency thanks to Macros. If there is a step that is repeated often in your CRM, you can create a macro to handle it.
09.05.2018
CRM Glossary: Knowledge Base
It's possible to have a customer support representative who has been with your company for two weeks have the same information as someone who has been with your business for ten years. At least when you have a well-informed Knowledge...
09.04.2018
CRM Glossary: Cases & Tickets
A large part of any customer relationship is the support your business provides them. That's why having a system of cases and tickets in your CRM is important. Listen to find out what that means for your business.
08.31.2018
CRM Glossary: Campaigns
You may be sick of the word campaigns with midterm elections right around the corner, but that's not the type of campaigns we're talking about. Find out what campaigns means when it comes to your CRM activities.
08.30.2018
CRM Glossary: Accounts
Listen and hear our "account" of what account means for CRM. It's just one more step in our efforts to tear down any jargon-y barriers that might make you feel clueless about CRM.
08.29.2018
CRM Glossary: Prospects
Did you know there's a step that comes before a lead? There is! Those people are referred to as prospects. Learn how it fits into CRM with this episode.
08.28.2018
CRM Glossary: Lead Records
Understanding who you're trying to sell to could mean the difference between making a sale and not. That's why it's imperative to track as much information as possible on your prospects.
08.27.2018
CRM Glossary: Contact Record
Back in the day, the information you had on a client or organization might be a file in a filing cabinet. Today, it's a contact record in your CRM.
08.24.2018
CRM Glossary: Activities - Tasks, Events & Calls
You can track activities within your CRM. This includes tasks, events and calls. Running all of this through your CRM allows you to have a complete overview of what your team is working on.
08.23.2018
CRM Glossary: Automation
Remember the RONCO oven? It's infomercial bragged that you can "set it and forget it." That's the advantage of automation with CRM. You can set up actions to occur when they're triggered, saving you time and making your communication with...
08.22.2018
CRM Glossary: Opportunities
Opportunities, deals or leads, whatever you choose to call them, means there is money to be made. The ability to easily track them in your CRM will be massive for your sales team.
08.21.2018
CRM Glossary: Sales Pipeline or Funnel
Understanding your sales pipeline or funnel is imperative for any business. Knowing how it connects into your CRM is even more valuable. Thankfully, we've got Paul to explain it to all of us.
08.20.2018
CRM Glossary: Buyer Persona
Sure, you may have already identified who your core customer is, but have you ever considered that they're not all exactly alike? You may solve a problem for your customers, but they may have different jobs within their companies or...
08.17.2018
CRM Glossary: Customer Lifecycle or Journey
Selling to a customer one time is good. Repeat business is great. When you can use your CRM to monitor the customer lifecycle or journey, you can connect and sell to them at the right moment.
08.16.2018
CRM Glossary: Segmentation
We continue defining our jargon-y words in the CRM Glossary with a focus today on Segmentation. Learn how to sort the data in your CRM with effective segmentation.
08.15.2018
CRM Glossary: Big Data
When it comes to data, does size matter? Listen and learn all about big data to find out.
08.14.2018
CRM Glossary: Data-Driven
Gone is the gut check. In it's place is data-driven operations. Find out what that means as we continue our way through the CRM Glossary.
08.13.2018
CRM Glossary: Conversion
In this next group of episodes, we're going to be defining many terms related to CRM. This will help remove any jargon barriers that may stand in the way of you feeling comfortable with CRM. This first episode of the...
08.10.2018
CRM: Mass Data Transfers
As we've said, there is a lot of data involved with a CRM. When you're feeling clueless, that amount of data can sometimes feel overwhelming. So, in this episode we talk about how to manage all of that.
08.09.2018
CRM: Tags
We continuing clueing you into CRM with a conversation about Tags. There's a lot you can do to get the most out of the data you input to your CRM and Tags play a big role in that. If you...
08.08.2018
CRM: "Chatty" Information
CRM allows you to give your customers a personalized touch. One of the ways you can do this is by compiling the "chatty" information you have on your customers and leads. It helps you know about their kids, their hobbies,...
08.07.2018
CRM: Structured Data
In this episode, we define structured data and talk about what it means in relation to CRM. It's important to understand the type of data stored in your CRM, in order to know what you can accomplish with CRM.
08.06.2018
CRM vs. Spreadsheets
In this episode, we tell you why it's time to get off of your spreadsheets and into a CRM. Paul breaks it down on the advantages of using a CRM over spreadsheets and why your business will benefit from it.
08.03.2018
The Customer Support Side of CRM
CRM can be a lot of things for a lot of people in your company. This episode focuses on the customer support side of things. Because after all, an important part of fostering strong relationships with your customers is making...

What's Clues for the Clueless CRM Marketer about?

Download our free app to listen on your phone

Clues for the Clueless CRM Marketer episodes:

How a Sales Team Can Use Email Marketing to Follow-up with Leads

CRM Takeaways from the LA Small Business Expo - Part 4

CRM Takeaways from the LA Small Business Expo - Part 3

CRM Takeaways from the LA Small Business Expo - Part 2

CRM Takeaways from the LA Small Business Expo - Part 1

CRM Glossary: Email Authentication

CRM Glossary: Engagements

CRM Glossary: Data Validation

CRM Glossary: Audit Logs

CRM Glossary: Forecasts

CRM Glossary: Map Fields

CRM Glossary: Password Policies

CRM Glossary: Deleting & Recycle Bin

CRM Glossary: Self-Service Help

CRM Glossary: WYSIWYG

CRM Glossary: Web to Lead, Web to Contact, Web to Ticket

CRM Glossary: APIs

CRM Glossary: Layouts

CRM Glossary: Fields

CRM Glossary: Assignment Rules

CRM Glossary: Home

CRM Glossary: Module

CRM Glossary: Vendors

CRM Glossary: Active vs. Inactive Users

CRM Glossary: CRM Admin

CRM Glossary: Templates

CRM Glossary: Macros

CRM Glossary: Knowledge Base

CRM Glossary: Cases & Tickets

CRM Glossary: Campaigns

CRM Glossary: Accounts

CRM Glossary: Prospects

CRM Glossary: Lead Records

CRM Glossary: Contact Record

CRM Glossary: Activities - Tasks, Events & Calls

CRM Glossary: Automation

CRM Glossary: Opportunities

CRM Glossary: Sales Pipeline or Funnel

CRM Glossary: Buyer Persona

CRM Glossary: Customer Lifecycle or Journey

CRM Glossary: Segmentation

CRM Glossary: Big Data

CRM Glossary: Data-Driven

CRM Glossary: Conversion

CRM: Mass Data Transfers

CRM: Tags

CRM: "Chatty" Information

CRM: Structured Data

CRM vs. Spreadsheets

The Customer Support Side of CRM