CRMs

C

Set up a CRM that serves the needs of your business and doesn’t need a computer science degree to operate.

CRM stands for Customer Relationship Management and is a common software used by businesses to be their combination of address book, client notes, reminders and more. Keep your CRM as simple as possible but ensure it has the features to scale with your business in terms of clients and staff members.

How does a Remote Business Manager (RBM) help with CRMs?

RBMs help by:

  • Setting up CRMs
  • Training your team on how to use CRMs
  • Setting up automation within your CRM
  • Creating an ongoing process for your team to use the CRM
  • Managing CRMs to ensure work is completed and clients are followed up