Free! A Quick Guide for Beginners-Using CRM to Grow Your Business
Customer Relationship Management (CRM) systems help improve sales, production and customer interactions.
CRM will give you access to valuable data about your customers. With this information, you can focus your marketing. The more you know about your customers, the better you will be able to market to them.
A solid CRM setup makes sure that everyone who needs it has full access to all interactions with a customer.
CRM benefits the following areas of your business:
Download your free guide - we will discuss:
Wishing You Success,
Working Smart
Welcome!
My name is Angela - I’m a HubSpot Specialist. I work behind the scenes to bring organization to workflows — assisting insurance Consultants and Agents who are new to using CRM systems. While assisting you with streamlining operations, you will be able to stay focused on your clients.
My naturally introverted nature, allows me to focus and ensure that your data is clean, accurate, and purposeful. Being licensed in insurance gives me a better understanding of how data can impact your business. CRM systems allow me to blend my strengths with your goals, helping you better serve your clients and grow your business.
My role is simple but powerful: I bring organization and calmness to the backend processes so you can bring attention and care to your clients.
Outside of work, I’m a proud mom, a lifelong learner, and someone who’s learning to love her mini stepper (slowly but surely!). I’m always seeking out new things to learn — whether it’s about people, systems, or how to better assist Consultants and Agents like you.
Are you ready to see how CRM systems can bring more growth to your business?
Contact me to see how we can work together.
Wishing you success!
What You'll Get:
- Guide - A Quick Guide for Beginners - Using CRM to Grow Your Business
- CRM Database - A spreadsheet to manually track your contacts if you are not using a CRM system
- 2 Files
-
General CRM Database.xlsx
11.4 kB -
Beginner's Quick Guide to Using CRM.docx (1).pdf
1.1 MB -
5 pages (~1,268 words)