The CRM process (or Customer Relationship Management process) consists of 5 main steps.

The first step in the CRM process is the marketing stage. In this stage you create awareness about your brand to attract more people and have them visit your website. This is the stage where companies run various marketing campaigns such as emails, blogs, and advertisements.

Once you've created brand awareness, people will start checking out your brand along with your website. This is the stage where you need to start acquiring leads with proper CTAs. When customers interact with your brand or website, each interaction becomes a source of data that can be stored in a CRM and used to improve touchpoints later. By following up and nurturing these leads, there's potential for them to be converted into paying customers.

This is also known as the lead management process. In this step, you send follow-up emails, SMS, and promotions to keep leads engaged and nurture them. You can use a CRM to segment these leads and create an automated but no less personalised follow-up email sequence to nurture and convert your leads into revenue.

Once you've converted a lead into a customer, it's obviously a mistake to forget about them! You need to make sure they're recieving the support they need to get the most out of your product or service. For this, you can use a CRM tool to streamline customer support and ticketing processes while ensuring that support requests are always resolved within a standard period of time.

If you've followed the first four steps of the CRM process properly, then this last step should not be that hard. Always remember, once you make a sale to a customer, there's always potential to sell more to that same customer. Use the data you've collected in your CRM over the first four steps and identify how your products and services can add even more value for that customer. Once that value is identified, upsell the better solution to that same customer.

So what's the best CRM tool to help you follow every step of the CRM process? If you want a flexible and a fully customisable CRM to help you manage sales leads and ultimately convert them into customers, try Serviceform's Flex xRM.

Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

Sign up for a free Serviceform account to try Flex xRM for free!