You Need A CRM System

Share on facebook
Share on google
Share on twitter
Share on linkedin

If you’ve been following this series, you know, we’ve been walking the buyers journey through the marketing side of the funnel, but we’re gonna break from the buyers journey for a moment and move to the sales side of the map. Before we cover the post sale process. The reason is we want to talk about all the ways you can generate leads and convert them to prospects, before we talk about the post sale process. So let’s get started after this sting.

We’re going to talk about CRM in this video. So we need to understand where it fits in your sales and marketing system. So let’s scope it out with the number one client acquisition model, the Client Magnet System, the Client Magnet System is the complete model for uniting and aligning sales and marketing, and creating an inbound and outbound client acquisition engine in your business that attracts more leads, boosts sales, and energizes your growth. And remember, you want to align sales and marketing because they’re just like the wheels of a car, you want them working together moving in the same direction. So you get this. And not this.

There’s four layers or stages, tools, traffic, client acquisition, and post sale. We’ll go over all of it in future videos. But in this video, we’re talking CRM, in the tools layer on the sales side of the map.

CRM, which stands for customer relationship management is a tool that lets you create a database of contacts, and then track and measure your outreach to them.

Which CRM is right for you. Well, do you assign new leads to your sales reps round robin, or by territory’s? Do you need to integrate with Xero, QuickBooks, LinkedIn or your marketing automation tool? Do you need to import regular updates of fresh purchase leads? How do you send email? Do you want that to be a part of your CRM? Or do you want that to be separate? See the best CRM for you and your situation depends on your process and your contact data? Are you starting with fresh new contacts? Or are you importing data, it’s gonna make a difference.

All the CRMs are pretty similar. One may have a special feature that you may want to take advantage of. So I can’t tell you which one is best. I especially can’t tell you which one’s right for you, without knowing you. But I can tell you to pick one that’s easy to use. One that requires the fewest clicks and the smallest amount of work to get the info you need. In and out of it. If you pick the wrong one, and it takes you five to seven clicks just to get to the page where you can input your call notes. That’s going to be a problem.

But there’s this trade off between full featured and easy to use. I suggest you lean toward easy to use. The main reason why is you want your sales team to actually use it. Now don’t get me wrong, you’re still going to have to force them to use it. They’re not going to magically decide that the CRM is their new favorite tool. And it’s unfortunate because it should be their favorite tool. They should want to keep accurate detailed notes of every interaction with a lead a prospect or customer and track everything. The more information they have, the better they can serve, educate, persuade, and sell. But as you know, it’s not just about selling. It’s about building relationships with leads and retaining clients. Half the work of building a relationship with people is knowing about them. The other half is staying in touch.

Your CRM makes both of those easy to do. And just like marketing, automation and a website. A CRM is an essential tool for client acquisition. Like I said, it helps you keep track of your contacts and all of your outreach on the outbound sales side of the map.

And if you connect it to your marketing automation tool, you can constantly supply your sales team with fresh new leads from your website and inbound marketing efforts. That’s where sales and marketing alignment start to happen. It gets both teams working together helping each other bring every lead through the funnel to the close using the same process.

Well that’s all I’ve got for you this week. Make sure to like subscribe and hit the bell to be notified when we put out new videos. see in the next one.

::: Articles Discussed in the VLOG :::

➡️ Get the Client Magnet System Quick Guide

➡️ Get the Client Magnet System Quick Guide

Michael Miller

Michael Miller

Mike Miller is the co-owner of, a Digital Marketing Agency in Atlanta, Georgia that focuses on aligning sales and marketing for exponentially greater results. Michael’s mission is helping small business owners understand, and organize their marketing so they can make money and grow. Mindwhirl helps business owners plan and implement effective, profitable marketing campaigns and sales programs. If you need more sales, we know how to get leads and grow businesses. Call us today at (770) 295-8660, or email Mike at

About Mindwhirl

We help B2B MSPs and IT companies align Sales and Marketing so you can grow faster, with less effort using a proven system that coordinates all your inbound and outbound activities.

Recent Posts

Mindwhirl Introduction

Follow Us On Facebook

Leave a Comment

Your email address will not be published. Required fields are marked *