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If you’re running a B2B business then this video is for you!
Whether you’re just starting out, or have been in business for years, if you’re managing your lead to client pipeline manually it’s time to level up.
#crm #clientmanagement #businessorganization #hubspot #dubsado
A CRM platform will help your business remain consistent and strong throughout the sales process. CRMs are most useful for B2B businesses rather than B2C. CRMs are great at helping you keep tabs on the potential clients for your business, and even create automated communications with them when they reach certain points in their lifecycle.
Get organized and stay on top of your client communication no matter what!
In this video, I’ll give a walkthrough of our top 2 favorite affordable (even FREE!) CRM platforms, Hubspot and Dubsado.
Hubspot:
Dubsado:
Timestamps for easy browsing:
Introduction- 0:00-1:30
Anecdotal Story about why most businesses (us included) put off building their CRM process- 1:32- 5:30
Hubspot Walkthrough- 5:32-15:40
Dubsado Walkthrough – 15:40-31:25
Final thoughts – 31:36-33:22
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Our Site: dandelionbranding.com
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