Time for a quiz! Can you think through the following….?
Stacy Ferguson, the CEO of Fergie’s Car Shop, has come to you for help setting up a CRM. She wants the CRM to A) Help her track her customers better and B) Market more efficiently to her customers
Fergie’s Car Shop has 2 primary business models:
Knowing what you know about Stacy’s customers, describe what information belongs in each module! Who is a Lead? Who is a Contact? When do Deals get created? What about Accounts?
Consider filming a Loom video of yourself so you can rewatch it and evaluate if you really understand it well enough to teach it to someone else.