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What is CRM? The Definitive Guide by DevriX

What is CRM The Definitive Guide by DevriX

CRM tools have become the modern way to reach clients and establish strategic relationships with them. For ages, sales representatives were the driving agents of communications with customers.

Imagine trying to find an important piece of information lost in a mess of a small cubicle with spreadsheets and sticky notes scattered everywhere. When in the middle of a phone call with a lead, the last thing you want to do is waste time digging out details that can seal the deal.

Salespeople put in a lot of effort to learn more about their target customers. These situations along with technology development led to the necessity of software that can expedite sales processes. CRM tools came to keep customer and company information neatly organized and accessible.

CRM Definition And 3 Key Benefits

CRM (Customer Relationship Management) is a piece of software that can manage every relationship and interaction with your target customers. The main benefits of a sturdy CRM system are pretty straightforward:

Benefits of a Sturdy CRM System

  • Improves relationships – The entire journey from prospect to buyer can be done on a CRM platform. As you acquire prospects, you can track their behavior and score them accordingly. This way, you can nurture relevant leads and prioritize outreach.
  • Healthy pipeline – In a CRM integration, you can visualize your pipeline and focus on tasks needed to get you closer to the deal. It allows you to measure sales pipeline metrics and make sales reports easily.
  • Enhances communication – You can communicate with every team member. Every information and important resource is available to everyone involved in a particular project.

A powerful customer relationship system centralizes all information about your clients. This includes the deals that you’ve signed, emails that you exchanged, notes and appointments – all in one place.

Why Is CRM for Small Businesses Essential?

If you want your enterprise to grow and continue on, you’re going to need a good CRM strategy and lots of data. Once you’ve set your sales and business goals, it’s time to generate profit. However, getting valid data for business growth can be a complicated process.

How can you render the flow of information that arrives from sales, customer support and marketing departments and make it useful?

CRM for small businesses solution can do a lot of the legwork for you when it comes to gathering and interpreting data. In turn, you’ll gain more clarity when you manage your client relationships. Everything that you need, you’ll get it straight on the software’s dashboard. This includes client history, product orders, and package usage/status, problem tickets, etc.

Marketers can utilize a CRM integration to include social media information, such as the person’s likes and dislikes, comments and personal interests (interests in a particular service, product, etc.). A powerful solution can also serve as a sales and marketing tool, as well as for customer service and product shipping management.

How Can CRM Tools Help Business Development?

Here’s how a proper CRM software tool can help you in your business development process:

How Can CRM Tools Help Business Development

1. Recognizing and Capturing Leads

By using a customer relationship management system, you can easily spot who your potential customers are. After that, the sales team can work out ways to nurture and convert leads all the way to the sale.

The marketing team can also build lead generation channels and invest more in undecided prospects that need extra attention.

2. Enhancing Customer Relationships

Your clients expect nothing less than a fast response and personalized approach 24/7. A CRM software can help you give that to your customers. Your customer service personnel can see the product or the service that the client wants, and provide assistance. Alternatively, they can assign the task to the right person for the job.

3. Improving Your Existing Services

How can your company improve existing products and services? By listening to your customer’s feedback, of course.

Good CRM tools can help you collect and categorize feedback from lots of existing and potential customers. These are important insights that you’ll need to know to upgrade your offers, identify product gaps and solve problems better. After all, it’s all about achieving customer retention and overall satisfaction and trust in your business.

Who Can Use CRM?

Based on business size, a CRM system can be used in:

  • Startups – Startups need fast and reliable software for all sorts of business purposes. To stay firm in their approach, startups need to use CRM system that gives the team more time for strategy initiatives and product development.
  • Small businesses – If you want to grow your business, you must have the right tools for your workflow. The size of your business shouldn’t be an obstacle to use CRM for small businesses.
  • Enterprises – Every action should lead to closing deals. However, big businesses want to close big deals. This requires a bigger sales team and a vast pool of prospects. CRM software can be essential if you want to have an organized, clear and resolute sales process.

Based on the business type, CRM systems can be used in:

  • B2B – In the B2B segment, especially if you run a SaaS business, you’ll need to be in a constant outbound process. You have emails to send, you have to track subscriptions, set up product demos. CRM tools can help you manage all that information from one place.
  • B2C – With a CRM software, you can track website visits, email product offers, and content, and manage a list of potential customers.

In a company, CRM can be used by:

  • Sales representatives – These people gain the most benefits of CRM properties. The software has them covered for lead scoring, conversations with prospects, sales pipelines, calling, sending and tracking emails.
  • Sales management – They need all the insights that they can get from sales representatives. By providing templates for reporting on each prospect, CRM software helps sales managers check the sales team’s performance.

Empower Your Business With DX Sales CRM

For those of you that are tired of managing sales and business development activities, we give you DX Sales CRM.

DX Sales CRM is a chief CRM (Customer Relationship Management) platform that allows small and medium-sized business owners to manage their internal transactions within their WordPress dashboard.

Empower Your Business With DX Sales CRM

How Was DX Sales CRM Born?

DX Sales CRM was started as an internal tool back in 2014. We tried many other CRM systems before, but none of them was suitable for our services and needs. Most importantly, other systems couldn’t solve our main problem at the time – connecting deals to people and their companies. This is now the core of the DX Sales CRM.

Some of our former clients were looking for eRPs or CRMs, and we had the business know-how required for the core philosophy of our CRM toolkit.

Why Choose DX Sales CRM?

This is your gateway to a better organization, enhanced skills and a closer association with your clients and customers. DX Sales CRM provides you with one main location for your contacts and leads.

It also lets you know when your last communication with a client was. This plugin can track weekly sales numbers, and you can have an overview of the entire business organization. In short, DX Sales CRM helps you maintain your business better.

What Type of Information Does DX Sales CRM Support?

While we have numerous extensions (and growing) for different add-ons, the core DX Sales CRM is available free on which supports three main types of information:

DX Sales CRM Provides 3 Main Types of Information

  1. Companies – Your business connections. For example, if XYZ Inc. is outsourcing services to you or reselling through you, this can become a Company record in our CRM system. You can store information such as the decision maker, company type, industry, number of employees, and a few other fields.
  2. Customers – When you work with XYZ Inc., it’s likely that you’ll interact with one or more people in the organization. These individuals can be stored as Customer/s. Even though “Allison” may be a Customer working for XYZ Inc. in the Marketing Department, you can connect her to the Company above with a designated field (contact details, referral, contact date, the initial amount from the first deal together). And “Jeremy” could be Technical Support at the same company with other fields filled in as well.
  3. Projects – When working with companies and specific people, the transaction is defined as a Project. Projects are connected to Companies and Customers. This allows you to add starting and ending date, project duration, whether it’s an ongoing thing, currency, the status of the transaction and more. For example, XYZ Inc. may be a car parts warehouse selling three different types of car parts to you, each type defined as a separate project with timelines, responsible people, and status.

DX Sales CRM Custom Dashboard

Besides the three core components, there’s a designated custom dashboard available as well that combines all data types. You’ll also get an activity log and a set of reports. The dashboard supports the quick addition of entries with a simple pop-up that allows you to input entries without going through the long and boring creation process of the default WP admin workflow.

Moreover, connected projects, customers, and companies can be created within the meta boxes of the edit screens, i.e. you can create a new Company once you connect a customer to the project right from the meta box!

DX Sales CRM Custom Dashboard

DX Sales CRM Features

DX Sales CRM is a lightweight core that you can integrate inside of your WordPress website, and keep your data there. It’s free to use and it’s open-source. This means that you can customize it.

Also, we’ve added many filters that you can use to extend some of the dropdowns or adjust some of the core logic (or build extra extensions as we do ourselves).


One of the things we love here (and the reason it was built on top of WordPress) is that you can combine other WordPress plugins to extend the functionality.

DX Sales CRM can be combined with most of the Custom Fields plugins. You can add extra fields to track more data for your customers or companies, which is awesome! You can also set up your authentication as you see fit, hide the admin menu items that you don’t use, and play with the platform by integrating other solutions working in the WP context for standard custom post types.

Moreover, with the latest version of WordPress, you can leverage the standardized WordPress data and use API endpoints that would fetch data and transfer it back-and-forth in case you want to detach your CRM system from your core website.

Here’s a short video about some of the main features – your first glimpse of the platform and the options:

Final Thoughts

CRM is essential for small businesses because it helps manage and nurture customer relationships. It also allows businesses to track leads and sales opportunities, as well as improve their existing services.

DX Sales CRM is a great tool for managing all of this information, and its custom dashboard makes it easy to access the data that’s most important to you. With features like task management and contact prioritization, DX Sales CRM can help empower your business with the tools it needs to succeed. Have you tried using CRM in your business? If not, what’s holding you back?

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