All Things CRM

Hi, I’m Bette Hochberger, CPA, CGMA, and welcome to Finance Friday; we have a fantastic guest! We have Danielle Major from KiConsultants, a CRM and Automation expert, who will talk to us about all things CRM. Danielle works with businesses, anywhere from small to medium to enterprises; she helps them get organized by implementing software technology to help make their lives easier and make more money with fewer resources. She primarily uses CRMs and implements various project management tools, finance tools, and other helpful software. Danielle says that most people think that CRM means Customer Relationship Management software, but in her world, it stands for “Can’t Remember Much,” which is why she has a database to remember things for her. Let me tell you, I relate, which is why I am so happy to be implementing a new CRM. Essentially a CRM is a sales pipeline where businesses can keep client and future-client information. Including all communication touch-points between your business and the customer. Because of these fantastic features, it allows companies to nurture their client relations and helps companies to grow. It sounds complicated, but it’s perfect for small businesses as well. Danielle shares her own experience implementing a CRM in her small business in the video above, so be sure to check that out. I love sharing the software that works for my business with my clients because I know it should work for their companies if it works for me. I’ve done this with Gusto and QuickBooks, which are fantastic tools I use daily. If you want to get started with a CRM, first, you need to choose a CRM. The most popular is Salesforce, but it is pretty expensive. However, Zoho is the CRM we love using, and Danielle is integrating us. We had hit a pain point at Bette Hochberger, CPA, CGMA, and I knew we needed to make a change. Now, we are cleaning up our mess of data and putting it into Zoho CRM and many of Zoho plugins with the help of Danielle. For a fifth of the cost, Zoho provides customizable, essential products. The key takeaway is if you have automation tools in place, you will make more money with fewer resources. Be sure to watch the video till the end to hear all about Danielle’s weird and exciting hobbies. That is it for this Finance Friday, and we will see you all next time. Thank you.