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  • Writer's pictureBayLeigh Routt

Using CRM Technology

As a business owner, organization, or brand, it's important to develop a strong customer relationship management system. This might sound obvious, but building a quality customer relationship management (CRM) process is crucial, but what exactly is it? Customer relationship management is a combination of strategies and technologies that companies use to manage and analyze customer interactions and information over time. There are lot of programs and softwares out there to help business owners develop a solid strategy to develop strong communication channels and provide great customer support.

Some popular online programs include Salesforce, Zoho, and Monday. Every CRM platform is different in how it operates and offers users a variety of functions, tools, integrations, and automations. Take Salesforce for example. This platform is known for its customizability; from flow automations to access controls, the possibilities are virtually endless with Salesforce. Each platform is built with a certain purpose in mind and is usually geared towards a certain field. For instance, Monday is particularly useful for project management.


Another popular platform is HubSpot. HubSpot is a customer relationship management platform to help manage your marketing, sales, or customer support within your business. HubSpot is popular with beginners and small businesses just getting started. The dashboard is easy to navigate, which is a huge plus for finding a good workflow. Like most other online CRM programs, HubSpot provides a lot of great customization features and integrations. For example, you can also set up your team for success with HubSpot by streamlining communication, scheduling meetings, synching data, creating customer profiles, and so much more. As a marketer, you can also track metrics, manage all customer communications in one unit resale inbox, and more!


Did you know there’s a WhatsApp integration integration on Hubspot?! See how this can take your brand or business to the next level! WhatsApp is a popular messaging app with over 2 billion active monthly users (HubSpot). With this new integration, HubSpot teams can connect a WhatsApp business account to streamline messages in one space with their other social media inboxes and improve communication with clients. There are more than 150 applications built in house available on HubSpot, making this new WhatsApp integration another step forward for marketers and business owners.


Which customer relationship management program do you use? What do you like or dislike about it? I'd love to hear what do you do manage and streamline your business!

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