Empower Your Marketing with a Customer Contact Database for Marketing

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Peter Moriarty: This customer asks, I need a way to link my CRM and Google workspace so that I can have everything centralized and running smoothly. Currently, we use multiple services that some need to be used since I'm a part of a franchise. Okay? Well, that's a pretty good question there. Now, let's talk a little bit about CRM systems, there's different levels to CRM systems, there are literally hundreds, if not 1000s of them available for you to choose from. And a CRM just basically means your customer database. But the most important thing with a CRM is to actually make sure that you have inside your CRM, effectively one source of truth for all of your customer data. And so that one source of truth is basically the one place where you want to keep as much as possible the relationship between you and your customer, or between your team and your customer. Now, many systems are designed for different industries. So you may have a customer management system, or customer database that also does some workflow operations. But you also may have one that does sales pipeline as its focus. But when I said there's different levels, what else I mean is this different levels of sophistication with CRM systems as well. And so you can start with a real real basic level, which would be probably not much better than a spreadsheet. And that would be something like some of the plugins that like live inside your Gmail, and just that you move through different stages of a sales process right from within your Gmail, and they probably don't have any automations, or fancy integrations or anything like that. But it's just a way of you to kind of organize deals that you've got on the run. And then you've got like the tier two, I call them the next level, which maybe has a little bit of, you know, marketing automation, you know, maybe you can send emails from the system probably has deep levels of integrations between different apps, you can probably use something like Zapier to have data flowing in and out. And maybe it's got something like lead forms. And so that would be something like you know, Infusionsoft or HubSpot or COPPA CRM, and the kind of things where you can integrate them with the different parts of your business. And then level three, which would be like the corporate or the enterprise tier systems, they include other things like financial management as well, and possibly even your full Profit and Loss is going to be running through those systems. So if we're talking about enterprise solutions, that might be something like SAP, it might be salesforce.com, it might be NetSuite. And they're really designed to be like hold business systems that happen to also have a customer database included in there as well. So that would be your top tier CRM system. Okay. So if you're working with Google workspace right now, and you want to integrate a CRM system with Google workspace, well, it's a good idea for you to actually decide, choose and focus on choosing a piece of technology that's going to work well with your Google workspace application. Now, most of the people who are in our audience are small business owners, we specifically target businesses that have less than 100 employees, many of our customers have it genius have less than 20 employees, some are even sole operators. So what I would say is, if you're looking to choose a CRM system for your business, you want to choose something that works right now, you also need something that's going to work in the future as well. But I would say that deep integration is probably one of the most important metrics for you for this to work well for your business. Now, the reason for that is, it can be very frustrating to have to work with multiple different systems in a business. Because if you've got multiple different databases, if you've got multiple sources of truth in the business, for your data for where your customer information is stored, well, you can start to run into double handling very quickly, you find that you'll probably get less insights in the business because you don't have clean data for your reporting. But also you can start to run into mistakes when you're delegating things to your team. Because what happens is you don't have a centralized place for all of the information in the business. And people end up doing things across multiple systems. So choosing something that is deeply integrated with Google workspace is probably one of the best options. And our strong recommendation is to work with copper CRM for your CRM system, if you're heavy into relationship based management in your business. Now, there's plenty of other options if you've got a different kind of business. But if you want to really get great at managing relationships, and your business, and your deal flow, and your reporting and your analytics are really important to you as well, copper CRM is a great choice. And that's why we've chosen to be global partners for copper. And our team can help you out implementing that, especially if you want to get it nicely integrated into the workspace ecosystem. Now, what's so great about copper well when they started and this is a tier two CRM, by the way, so it's kind of in the middle where it's simple and easy enough for the team to use. And it doesn't take $100,000 to implement it. But it's got enough features and performance for you to run, grow and scale a successful business out of the small business kind of realm and into the growth company realm based on this app. One of the things that we really love about it is when it was first built, it was actually designed to be as deeply integrated with Google workspace as possible. When it was first created. It was called prosper works. And they basically want it to be the CRM for Google workspace. And so it even looked like Google. down to that level. There was an obsession within that company of as much as possible getting COPPA CRM to work deeply Eat with all of Google's ecosystem. And so you'll find it's a very deeply integrated experience. If you'd liked this content, please hit subscribe and hit the bell notification so you can be notified when we go live or drop new content on the channel. If you'd like to connect with us, hit us up on social media or join our free community group all the links to that are right below this video. If you'd like to learn more about Google workspace and the technology ecosystem, you can join our free genius Academy by transferring your belly across to it genius or you can join a workspace basics bootcamp. Now if you're a business owner and you're interested in an audit on your technology stack, or your workspace account, or you're looking to do a project in the tech world, well you can take advantage of our free consultation. And if you need help right now, then consider joining concierge or taking up a quick fix with our team for professional support for your tech stack.