Zero to CRM Customer Relationship Manager – Tim Clark

Zero to CRM(Customer Relationship Manager)
If you’re a business owner, big or small, you understand the importance and also necessity of
tracking interactions with your clients and client prospects. Improving your tracking and
becoming more efficient with it, will keep you more organized and also increase your business

(CRM) stands for Customer Relationship Manager, which allows businesses to manage business
relationships and the data and information associated with them. With a CRM you have the
ability to store contact information with their business name and whether they are prospective or
current clients. Sometimes the relationship is a partnership, or you may be using a product of
theirs; all this can be stored in the CRM. You are then able to track interactions such as calls,
emails, and purchases to log where you are it with this relationship. The greatest part is tracking
your current status with this client. Once in the opportunity phase, you can log whether you need
to further vet the client, create a proposal, and then close a deal.

A CRM gives everyone across the business, including sales, customer service, marketing, and
business development, a better way to manage the customer relationships and interactions that
drive success. Here at Nikos Computer Engineering we have started using a CRM, and we have
found this has helped us to achieve our contact goals. This allows you to view how many new
contacts you have made within a specified time, to give you an idea of how many more you
need. With visibility and easy access to customer data, such as contact information, sales
opportunities, service issues, and marketing campaigns, a CRM system can give you a clear

overview of your customers. As a starting point, you can access the CRM to keep you on track
with which clients you need to reach out to next, give proposal to, and close deals with. Some
businesses may be using traditional means of keeping all this information such as a rolodex, or
sticky notes, but these strategies will never work with a growing business, and the goal is to
grow your business right? If you would like more advice from us feel free to contact us at

Some great options for a CRM include Currently this site is offering a free 30 day trial. Once you use this, and find it
helpful, all your information is already placed in, and you can easily just convert your free trial
over to a membership, for which you can still pay by the month. Uses a CRM which has prices ranging from $12 to $100/ month
Infusionsoft- Starts at $99/month but comes with a personal coach to guide you through the use
Google contact- Google has their own CRM
Tim Clark is the founder of Nikos Computer Engineering and is a Certified Amazon Web Services
Developer and Solutions Architect. Nikos utilizes AWS to develop software solutions for small
businesses using Artificial Intelligence, Machine Learning and Natural Language Understanding. To
learn more and to get started visit
Also like and follow us on social media. Nikos Computer Engineering


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