Have you ever wondered why some companies get to grow their sales and their business faster than others? Well, there may be various reasons, but probably one of the key accelerators is a suitable CRM system.

Why does CRM make such a big difference, you may ask? Here’s the thing: salespeople spend only 34% of their working time on selling, while organizational work takes all the rest.

crm how it works
According to the research held by Hubspot in 2017, respondents – 420 sales reps from the US, the UK, and Ireland

Integrating CRM software in the sales workflow may change these numbers, helping your team focus on what’s really important.

We’ll take a look at other benefits of CRM systems as well but first things first.

What is a CRM?

Generally speaking, CRM (or Customer Relationship Management) is a special strategy built for better interaction with customers, maintaining good relationships and your reputation.

Another question is what is a CRM software?

A CRM system or software is your main tool for optimizing and managing customer relationships in a particular company. It helps your sales team organize all data about a client and any interactions made along the way. Thus, sales reps may quickly find all the required information and work as a team, leading a client down the funnel.

How does a CRM system work?

As you start implementing a CRM, you’ll have to adjust it to your usual workflow so that it fits your sales process perfectly well. At this point, the only fatal mistake would be to choose a CRM that doesn’t meet your needs. Yet, you may easily avoid this mistake with our full guide.

Then, to start working with a CRM system, you need to create records with your customers and related deals. Most solutions allow you to create Contacts, Companies, and Deals records. Let me explain to you how each of them works on the example of NetHunt CRM.

Contacthow does crm software work

Contacts are your leads, prospects, and clients. Each of your contacts can be linked to a particular company (client) and related deals, which helps you easily navigate through the CRM.

Primary fields of contact records include a title, name of the person and of the company, their status, priority, and manager. Moreover, it contains client’s contacts like a phone number, email, website, address, and social media. But you may also add other fields. For instance, link the record to other contact records, create checkboxes and tags, and link different statistics.

Company

Company records represent your clients on different stages of purchase.

how does a CRM work

In this type of record, you may add the following fields: name of the company, its size and industry, record status, a dedicated manager and their contacts, lead source, etc. Besides, you may add extra fields, customizing records as much as possible.

how does crm work in an organization

Deal or Opportunity

Closing deals gets easier with a CRM system. Here you may see the pipeline with your deals grouped and sorted as you wish. Keep track of your clients and lead them towards your mutual benefit!

how does nethunt crm work

Inside the record, you can add the following fields: the current stage of the deal, its start and close date, its priority, the manager responsible for closing it, deal volume, etc. Besides, deal records are also linked to client and contact records, so you’ll be able to switch between them easily, not losing your progress.

How does a CRM system work

Remember: all records and processes are customizable, so you’ll be able to adjust them to your workflow for the best possible result.

Other features

Most CRM systems provide users with plenty of other features which facilitate their sales process and save them a lot of headache. The most common ones allow you to:

  • Link email to the related records automatically
  • Set up reminders for future follow-ups
  • Create events for in-person and online meetings
  • Send out email campaigns directly from your CRM

With all of the components and features mentioned above, you get a full overview of what’s going on in your sales process. This helps you organize your data and the workflow well and save time for more important tasks.

NetHunt CRM – a free CRM for Gmail

One of the highly efficient CRM systems is NetHunt. Flexible subscription plans offer a free CRM for small business, which is integrated into Gmail – the tool most of us use on a daily basis.

NetHunt crm functions and features

Apart from Gmail, the system ties other G Suite apps, such as Google Calendar, Spreadsheets, and Google Contacts. The software automates your data flow, allowing you to link all relevant data to the related records in the CRM in no time.

Key features of NetHunt CRM

The main NetHunt CRM functions and features include:

  • Easy and full customization. You may tailor the CRM and adjust it to your needs: customize folder structure and appearance, add snippets, and create personalized views.
  • G Suite integration. NetHunt CRM provides integration with G Suite applications. You may create calendar events, migrate data from Spreadsheets, add your Google Contacts and much more right inside your CRM.
  • Customizable email campaigns. Yes, you’ve heard us right. You may create tailor-made email campaigns in NetHunt CRM and send them out not even switching to a new tab.

If you have any other questions on how NetHunt CRM works, we recommend you to schedule a product demo.

The Final Word

We do hope we’ve been able to explain how CRM works and how it may benefit any department in your company. Yet, there is so much more to learn about CRM software! That’s why stay tuned and subscribe to our newsletter not to miss anything!

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