Select Page

Business Grow System

Week 05

  1. Subscribe to a CRM (Contact Record Manager) or EMR (Electronic Medical Records)

ADMIN NOTE:  I recommend for a CRM that offers comprehensive tools for marketing, sales, customer service, and more. 

Key Take Away

The Purpose

A CRM system can help your business build stronger relationships with customers, increase sales, and improve operational efficiency.

The Reason This Matters

A lead magnet gives your audience a timed response to act, which shrinks the “trust clock” for this one time. If they like what you give them and it helps them with their problem, the “trust clock” will stay at the new level or even close the gap further to full engagement.

How This Will Benefit Your Organization

Improved customer relationships: A CRM system can help you better understand your customers by providing detailed information on their behavior, preferences, and purchase history. This allows you to provide personalized experiences, which can lead to increased customer satisfaction and loyalty.

Increased sales: With a CRM system, you can track sales leads, manage sales pipelines, and identify opportunities for upselling and cross-selling. This can lead to increased revenue and profitability.

Enhanced marketing: A CRM system can help you segment your customer base and create targeted marketing campaigns. By delivering the right message to the right audience at the right time, you can increase the effectiveness of your marketing efforts.

Improved collaboration: A CRM system can provide a centralized location for customer information, making it easier for different departments to collaborate and share information. This can lead to better coordination and more efficient workflows.

Better analytics: A CRM system can provide detailed reports and analytics on customer behavior, sales performance, and marketing effectiveness. This allows you to make data-driven decisions and optimize your business processes.

Who Should Do This

Your marketing department would be able to weigh the options and determine which CRM system works best for optimizing customer relations. The Operations Manager would be able to contribute insight on the flow of information from the various departments and how they would use the CRM to optimize communication with members of the organization.

How Long To Allocate For This Task

Taking a week to evaluate the various options, features, and prices of your top-choice CRMs or EMRs would make your decision and implementation take less time than making a hasty decision and having to repeat the process shortly after.

Action Steps

Choosing the right CRM system for your business can be a daunting task. Here are some factors to consider when selecting a CRM system:

Business Needs: Start by identifying your business needs and what you hope to achieve with a CRM system. Determine the specific features and functionalities you require, such as sales tracking, marketing automation, or customer support.

Scalability: Consider the size of your business and its future growth plans. Ensure that the CRM system you choose can scale to meet your future needs.

Integration: Look for a CRM system that integrates seamlessly with other tools and platforms that you use, such as email marketing software, social media platforms, or project management tools.

Usability: Ensure that the CRM system is easy to use and intuitive for your team members, and that it has a user-friendly interface.

Customization: Look for a CRM system that can be customized to meet your unique business needs. This includes the ability to create custom fields, workflows, and reports.

Security: Choose a CRM system that provides robust security features to protect your customer data from unauthorized access or data breaches.

Support: Consider the level of support offered by the CRM provider, including customer service, technical support, and training resources.

By considering these factors, you can select a CRM system that aligns with your business needs and goals, and helps you achieve success.


  1. Make a list of all the functions you would like in one system
  2. Number your functions list in order of priority
  3. Use a spreadsheet that has your functions listed down and your providers listed across
  4. Compare systems, subscription levels, functions, and pricing
  5. Make your choice
  6. If your choice does not have all of your “wishlist” functions what supplemental systems will you need to add?
  7. Make sure your supplemental systems are compatible with your main system