Ed’s Top Tips – Tip 7: Using CRM tools for your business

Tip 7 – Using CRM tools for your business

Ed Goodman, business mentor, author and co-founder of Cambridge Business Lounge, presents Ed’s Top Tips – a series of short and useful guides for starting and running a business.

When you start out in business you’re going to meet a huge number of people. Some of these people you might work with, some you might find useful to connect with in the future and some you might never meet again. This is where using CRM tools come in use for tracking these interactions.

How do you track all of these connections? It’s a lot more powerful and personal if you’re able to log where you first met and what interactions you’ve had. Once you’ve logged you can easily go back to your CRM tool and remind yourself what the last interaction you had or how you met.

Watch this video where Ed explains how a CRM tool will help your business:

Look at the massive pile of business cards you’ve received, what do you do with them?

Firstly, you need to make sure you’re tracking these connections so now or in the future you can draw on that connection. Go test out one of the CRM systems Ed suggested and tell us how it went. leave us a comment below or Tweet us using the hashtag #EdsTopTips your experiences.