Engage Customers & Leads with CRM

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Manage leads and customers as they move through pipeline stages.

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What is CRM?

The goal of implementing a CRM is to create a system that your sales and marketing teams can use to more efficiently and effectively interact with prospects or customers.

Marketing will often use a CRM to ensure that they’re passing the right leads to their sales team — a key aspect of developing a strong relationship with the sales team.

Salespeople utilize the CRM in a different way. They use it to source prospective customers, communicate with them, and track their interactions over time. Having the entire prospect history in one place increases their efficiency and improves their productivity. For instance, salespeople using a CRM won’t have to hunt through their email to remember where a conversation left off.

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We implemented a HubSpot Sales Software solution for
Specified Lighting Systems to manager their pipeline.

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Should My Company Use CRM?

Do you have a need for maintaining a central list of information on your leads and customers? Does this information live in many different places?

Are your customers regularly interfacing with multiple people on your team? How does everyone keep track of where the conversation with any one customer left off?

Do you struggle to understand the productivity of your sales team? Does your sales team follow a structured process?

4 Benefits of a CRM

There are many things a CRM can do that should get marketers, salespeople, or business owners pretty excited! Here’s how a CRM can make you a more effective marketing and sales machine.


Better Lead Intelligence for Both Marketing and Sales

A CRM will allow your marketing team to see which leads turn into customers. More specifically, you can see what brought them to your website and what pages they looked at before becoming a customer. When a marketer works in a marketing platform that is integrated with a CRM, they are able to figure out which of their efforts are working best.

Better Sales and Marketing (Smarketing) Alignment

Sales and marketing both have numbers they need to hit each month, and when both teams have visibility into one another metrics they can easily assess each team’s progress and identify and remedy problems early on in the month.

Help Sales Prioritize its Pipeline

A CRM not only gives complete visibility into the sales pipeline, but it also helps sales people prioritize who to call first so they don’t miss important opportunities. When sales and marketing set up a CRM, they can identify important criteria and even implement a lead scoring system.

Closed-Loop Reporting Lets Marketers Improve Campaigns

When you integrate marketing software with your CRM, marketing can easily analyze the effectiveness of its campaigns using closed-loop reporting. For example, when a salesperson converts a lead into a paying customer, he or she can mark it in the CRM, and it will automatically be noted in your marketing software, too.

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