All about the CRM

What is a CRM?

CRM: (Customer Relationship Management) One centralized place that stores all information (data) about your customers and potential customers, vendors, etc. It stores all the contact, sales, updates, notes, documents, videos, graphics, etc about each customers or potential customer. All information can be found easily in a few simple clicks. STOP USING SPREADSHEETS.

The CRM of your organization is the home for all of your employee, vendor, client, potential client, and business data. Modern computer software systems use a CRM as a key business tool to access information about anyone and anything at anytime. All of this information lives on a secure cloud based server.

Why do I need it?

CRM's are the only way that you can keep track of all of your business data.

What's good about it?

COMING SOON

What kind of projects are offered in this area?

COMING SOON

How long does it take?

COMING SOON

Do you move my existing data to the new system?

COMING SOON

How much does it cost?

Pricing is dependent on the project. Please click HERE to learn more about our pricing structure.

How do I get started?

Simply click the purple button below, fill out our form and lets have a quick telephone conversation about your goals.

Keeping It All Organized...

Click Play!

Once things get going in the right direction, keeping all of the details organized can be a task. You need the right software to exceed the expectations of your customer. Time to get organized book a free consultation.

What can good business software do?

It's all AUTOMATIC! Set it and forget it!

  • It's a place to put all your LEADS FROM ADVERTISING

  • WIN CUSTOMERS while you sleep. Work less & make more!

  • KEEP CUSTOMERS aware of your product or service. Be there when they are ready to buy.

  • SURVEYS, forms, & chat bots

  • SEND EMAIL AND TEXT automatically at the right time.

  • FOLLOW UP when you are reminded to.

  • KEEP TRACK of all customers in the various stages of choosing to buy from you.

  • ONLINE APPOINTMENT SCHEDULING and send yourself reminders.

  • MAKE ALL THE FUNNELS and websites that you need

  • CALL & TEXT through the software

  • And so much more...

Don't know what a technical term means?

This glossary is a non technical way to understand things.

CRM: (Customer relationship management)

This is where you store your client information. Like name address, website, notes about them, appointments etc

Example: If you need to see how many times a client ordered a product or service, you check with your crm software.

Customer Journey or User Experience

We are successful in business primarily based on this. Everything that we do in our businesses or organization hinges on this. The customer Journey is all about the customers experience with your organization from the first moment they found out about you all the way through purchasing your product or service over and over again. This can also be described as user experience. UX.

DOMAIN:

Your domain is the address of your website. EX. www.yoursitename.com You purchase a domain name from a company like Godaddy.com or bluhost.com the cost is nominal about 7-12 dollars to own the name of your company. Domains are paid for yearly and must be renewed to keep them operational. This is also known as "domain address", "website domain", "URL", "web address", "internet address".

DOMAIN FORWARDING:

You can choose to forward one domain to another. So as an example: Your domain name is www.CarpetByBob.com. This is where your website lives. You can also purchase www.CarpetByBob.net, and forward anyone that visits this domain to the CarpetByBob.com website.

DNS SETTINGS:

These are the settings that you make on your DOMAIN NAME, that tell search engines how to find your website. Your website exists on a server somewhere, you must attach your domain name with your website so that it can be found. You use DNS settings to do this.

DATABASE:

Similar to a table that you may make in excel but it can do more. It's computer software that you use to save & store information about your business, products, services, client information or ANY information. another word for CRM. The key and most important part of database is that you can ask any question of the data if you set it up right. EX. Client names and addresses are stored in your database.

EMAIL: (PROFESSIONAL)

Can be created by google workspace. You pay about 7 dollars a month to have email with your company name. Example: [email protected]. You can send and check email here. You must have access to the DNS settings on your domain to set this up.

Non professional/business email is paid for by advertisements. professional email with your domain is paid for monthly.

EMAIL ALIAS

You can use your professional email with multiple alias (fake names) for your own personal use. Example the original professional email is [email protected]. An alias is [email protected]. You can give this address out and the message will come to the [email protected]. You can have as many alias as you want.

PAYMENT PROCESSOR:

This how your online business receives money from your client and is transferred into your business bank account. Signing up is free and easy. You pay a portion of your proceeds from client transactions to pay for this service. Pricing is negotiable depending on volume. You must have your online banking information, business info and tax id number available. Most businesses use "Stripe" or "Square". You can use a payment processor from your bank also. Payment processors from banks use "authorize.net" and require additional fees.

SERVER:

Servers are computers that are located anywhere & everywhere. They can be in your home or some other remote place. These computers "serve" information to anyone that requests it over the internet. Information like what's on your FB or IG account lives on several servers in case one goes down so that you can access your information (data) from anywhere. The information is routed through the "network" also known as the internet to get to you. Sometimes the "network" is slow when a lot of people want to access information at the same time. This is called network traffic. Traffic Jams or traffic crashes can make some data or information unavailable in some places.

SERVER FARM:

A server farm is a large group of computer servers housed together in one place. They work as a team to handle heavy computer tasks, store massive amounts of data, and run big websites or cloud services that a single computer cannot handle

SEM (Search Engine Marketing)

Any kind of paid ads that appear based on a users search of any search engine. It's a combination of strategy and technique. Ex. When a user searches for something, ads that are relevant appear.

SEO (Search Engine Optimization)

This is the system that you use to set up your website, funnel or landing page so that google can send users to your site to buy your product or service. When you optimize your webpages correctly, search engines can read them, find answers and provide those web pages to potential clients searching for your product or service.

UI-(User Interface)

How a web page look, layout, and interactivity of a screen. Does it seem easy to read and use when you add your name or info, look at videos, read information? All of this is user interface.

EX. What does the site actually look like; and can you interact with it naturally or do you have to figure it out?

UX-(User Experience)

Includes the overall feel and ease of the user's journey. EX. Did you actually find what you were looking for on the site?

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541890, 541870, 541511, 541611, 541810, 541613, 541430, 541990, 541512, 541519, 561110, 561920, 611430, 611710, 541618, 711510, 812990, 541860

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