What are the Steps in Your CRM Process?

What CRM process do you want to use? CRM processes can vary depending on the company, but there are a few common themes that most CRM processes have. In this article we will discuss those steps and what they mean for your business!

Generate Brand Awareness

One of the first steps in a CRM process is to generate brand awareness. This means creating a name and image for your company that people will remember. It also involves getting your company in front of as many potential customers as possible. There are many different ways to do this, including advertising, PR, and social media marketing.

Acquire Leads

Once you have generated brand awareness, the next step is to acquire leads. A lead is a potential customer who has expressed interest in your product or service. There are many ways to get leads, including online and offline marketing campaigns, tradeshows, and networking events.

Convert Leads Into Customers

This involves getting customers to buy your product or service. There are many different ways to do this, including offering discounts.

This means providing them with information about your company and product or service. You can do this by sending them emails, calling them on the phone, or meeting with them in person.

Once you have closed sales, the CRM process isn’t over. You still need to convert leads into customers by following up with them. This will keep your company top of mind and encourage them to buy from you again in the future!

Provide Quality Customer Support

This means answering customer questions and helping them resolve any issues they may have. You can do this by providing customer support through email, phone, or live chat.

Drive Upsells and Cross-Sells

This means encouraging customers to buy more of your product or service. There are many different ways to do this, including offering discounts and providing additional services.

The CRM process doesn’t end once a customer has bought from you. You still need to continue driving upsells and cross-sells in order to increase sales and grow your business!


These are the steps most CRM processes follow: generate brand awareness, acquire leads, convert leads into customers, provide quality customer support, driving upsells. By following these steps, you can improve your chances of success!


No Responses

Leave a Reply

Your email address will not be published.