[MUSIC] Do want to help out your account executives, managers and peers by providing accurate, uptodate information crucial to the sales process? You can do this by maximizing a customer relationship management platform or CRM. Like sales force. Let's learn about the many essential uses of CRM's. Hi, I'm Eric and I'm here to talk about what is CRM is and how to use it. We'll cover a definition of a CRM. The uses of a CRM, CRM hygiene, and CRM dashboards. A CRM is a customer relationship management platform. Their word is known as a relational database were different types of data, like people, companies and purchases are stored in relation to each other type of data. Who works where and what did they buy? Their value is to keep all the information about your customers in one place, and I mean all. The CRM will be the Nexus of all activity at your company that anyway faces the customer. Legal contract, sales proposals, SDR outreach activity, marketing campaigns, product usage statistics and more. Let's take an example that's relevant for sales. Say a product demo for customer has gone really well with your account executive and they say, hey, let's push this forward I think it's going to close. Inside a CRM like Salesforce, there will be a record of an opportunity for every piece of information about this deal in progress will be tracked. The AE will mark the demo as complete. Add some notes, changed the predicted likelihood the deal will close or be signed 80%. This example showcased a common action for AEs within Salesforce. Tracking the progress of sales opportunities. As an SDR, the most common actions you'll take are adding new contacts and accounts to the system, logging your outreach activity associated with those people and companies. And eventually creating the opportunity records that the AE's will then take responsibility for. A VP of sales, on the other hand, will more commonly look at the aggregated data. How many activities have all the SDR has done this month? How many opportunities are the AEs predicted to close and how much revenue will that produce? Think of the CRM as central to your success. It's one of the tabs you will always keep open at work. You're going to live and breathe with your CRM, so you need to be extremely comfortable with it. This is where all your activity will be tracked. This is where your team leader board is going to be. Since we're leads from marketing will be, it's all going to be in the CRM. Let's learn about CRM Hygiene. In your CRM, you'll create records, update statuses, enter detailed notes for your AE, you'll record information and research on accounts and your conversations with prospects. As a result, CRM Hygiene is essential. This means updating your data regularly. Got a prospect, get a promotion, change their job title. Did they move to a new company, update the account association so that Salesforce maps each record correctly? And if there are email or phone numbers changed, update that too without clean data in the CRM as a source of truth. You'll do more harm than good. Inaccurate revenue forecasts. Mistargeted marketing campaigns and bounced emails in wrong numbers in your outreach efforts. In Salesforce dashboards will provide you an easy view into aggregated data to help guide you, your manager and the rest of the business. For your personal SDR dashboard, this would include your own metrics, like how many emails you've sent, how many calls you made, how many prospects you currently have in the pipeline. You can answer questions quickly like what are your open rates? How many positive replies are you getting? What days of the week are you most active? How are you performing the quota? How much pipeline have you generated this quota? You also have a dashboard for the team. We'll have a lot of the same metrics, but aggregated for the entire team, so you can benchmark your success against others, view under or over performing expectations. Do you have to log everything in your CRM? There's a common saying that says if it's not in Salesforce, doesn't exist. So if your boss comes in and says you didn't make any calls last week. And you say, I totally did, I made them all from my personal cell phone. And your boss is going to say why don't I see them in Salesforce? It may seem a little silly from the outside, but having everything accurately in the CRM is so important for the businesses success than many companies will truly ignore your work if you don't put it down correctly. This as an incentive for you to stick to your CRM. The most important example of this will be your quota. Finance teams will treat the CRM as its source of truth, so if there are errors in the tracking of your activity and results or you didn't log it at all, that's going to show up as a smaller paycheck. To be diligent about using your CRM, leave good notes, have good Salesforce hygiene. It's going to make your life easier. Your AEs in your directory, will be happy and it sets the business up for success. To sum up, Salesforce can be used for opportunity tracking, recording notes for an AE, updating info on prospects, companies and contacts, connecting with other sales tools and recording activity, and providing a single shared view of each customer for all departments, including marketing, sales and service. Remember, if it's not in Salesforce, doesn't exist. To recap, recover a definition of a CRM. The uses of the CRM, CRM hygiene and CRM dashboards. [MUSIC]