Short advice on choosing and using a CRM: the speaker prefers an in-house CRM with automations but recommends any CRM that can build landing pages, create pipelines to track leads by stage, and manage follow-ups through the customer/client journey. Warns many people fail by not tracking leads at all, leaving them unable to know who to follow up with or what stage prospects are in.
This is another really good question. As far as CRMs, I definitely have a preference. We have our own CRM that we've used and developed in house and has all of our automations. But basically what you want is you want a CRM that can build landing pages, you want something that can build out pipelines so you can keep track of your leads and what stage they're in in the customer and client journey, and you want to make sure you have something like that to keep track of your leads. Big mistake I see a lot of people make is they don't have anything to track these leads, so they have no way of actually knowing who to follow up with, who not to follow up with, and where people are in their stage, in their customer journey. Essentially.
