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 know.

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.

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 helpful to manage in your CRM.

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.

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.

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.

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.

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 Base, it is.

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.

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.