personal assistant, small business, time management, virtual assistant

What Is a CRM & How Can It Help Your Business?


CRM stands for Customer Relationship Manager. In a nutshell it is “the process of managing interactions with existing as well as past and potential customers and is one of the many different approaches that allow a company to manage and analyze its own interactions with its past, current and potential customers.”

A CRM can help a business of any size drive its growth anywhere but down. There are 4 key components of CRM work that someone like us would do for your company.

  1. Retain Customers
    a. When people buy a product or especially a service, your goal is to retain them
    and keep them coming back for more. But how do you do this? By customer
    interaction. People like when companies make their purchase personal and feel
    like the business truly cares for their satisfaction. This is done mainly through
    email or social media marketing and simply a fast reply time.
  2. Sales Increase
    a. It’s a proven fact that when you streamline your business on online platforms and
    interact with your following- sales will go up.
  3. Transparency
    a. Being “transparent” with the consumers again causes people to gain trust in not
    only your company but the “man behind the screen”. You can accomplish this by
    replying to customer inquiries, posting your company’s mission or about us
    statements, and introducing employees or the owner.
  4. Better Understand Your Consumer Audience
    a. Using a CRM can help you better understand who is looking, buying, and liking
    your product or service. Platforms such as Facebook and Instagram offer very
    easy to use/access user analytics. Diving into your target demographic and
    learning more about the analytics behind it all can truly benefit your business.
    Getting started with CRM can be a daunting task but with the right help it can be done in a timely and efficient manner.

Life By Design is capable of helping you with all things surrounding the avenue of CRM and
allows you to really focus on your passion- running the business you love.

I have a few I prefer, with my favorite right now being Hubspot, then Active Campaign with Zoho being third.

What’s your favorite CRM?