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CRM Systems & Why You Need One

If you are already doing a great job capturing and nurturing leads . . . if you are doing all the marketing you think you should be doing and not leaving any money on the table . . . if you are doing the amount and quality of follow-up and relationship-building you want to do with your customers . . . and if you feel your time is being spent in the most efficient ways, then you probably don't need a CRM. If you think you have room for some improvement on any of these points, read (and watch!) on.

CRM Systems Help You Scale Your Business

When all your people and systems are in alignment, focused on the important work of finding and growing customers, you can scale your business. A CRM system can help you do that.

Today's customer is more connected than ever, often arriving at your website or place of business nearly as informed as you expect your sales and customer service staff to be. These connected customers are not only more knowledgeable, they are also more connected to friends and social communities, influencing each other's behavior.

Competition in this newly connected world is different. Organizations can no longer afford the silo mentality. Instead, we must deliver customer sales, service, operations and communications consistently and on-brand across the entire organization. Today's CRM tools allow you to do that, efficiently and effectively. 

What is CRM?


WerxMarketing is a HubSpot Solutions Partner and a Keap Certified Partner

We're committed to offering the right level of software for your business size and growth goals. This objectivity allows us to make the right recommendations for your business.

HubSpot Certified Solutions Partner

HubSpot is the business management solution that puts your customer at the center of your business, and aligns every person in your organization around your brand and customer objectives. Its intuitive and clean user interface make it easy to get up-and running, and its integrated toolset mean you can do everything from marketing to sales, from service to operations ... without ever leaving the system. to We'll be happy to help you get going with your own CRM implementation, so you can start reaping the benefits.

Keap (infusionsoft) Certified Partners

For smaller CRM applications Keap can be an excllent fit. We're highly skilled in Keap CRM, trained in all the facets of customer management, campaign management, marketing automation, business management, and sales management. We'll be happy to help you get going with your own CRM implementation, so you can start reaping the benefits.

We can also assist you with these popular CRM systems, and several others.

Hubspot CRM Logo
GreenRope CRM Logo
Zoho CRM Logo

Watch this example of a marketing automation campaign that can be created in a CRM system.

What is CRM?

CRM stands for Customer Relationship Management. CRM systems are software that help business owners build stronger relationships with customers and nurture leads. If you pick the right CRM - a fully modern CRM - it will also assist you with organization, efficiency, and time management. It will also help you dramatically expand your marketing while automating the administrative aspects.

A great CRM is like an assistant that works seven days per week, doesn't take breaks, doesn't get sick, and doesn't forget to do its tasks.

CRM software has been around since the 1990s, but has evolved rapidly and in exciting ways in the past decade. Choose the right CRM platform, and you'll have all your sales leads and customers in one place, recording and analyzing calls, emails, and meetings, improving customer service, generating sales, and increasing revenue.

Personal . . . at Scale

If you're tired of eblasts . . . good. The world would be a much better place if eblasts were relegated to the rarest of uses - announcing a popup shop perhaps, or launching a new product.

For the rest of the time . . there's marketing automation. You can get personal at scale as you communicate with prospects and customers with messages that have been designed just for their interests and needs.

Are You Ready

to do Exceptional Marketing?

Then let's talk! Call us now at 312.239.8820, or book a 20-minute appointment to tell us about what you need.