What is the CRM?

The CRM tool allows you to get insight on companies you are working with, create enhanced relationships with individuals in those companies, and track information. This video from HubSpot provides a quick overview of the uses of this tool. The Sales tool consists of two components - the Sidekick tool and the CRM tool.  

What is Sidekick?

• See who opens and clicks your email
• Know when, how many times, where, and from what device they opened your email
• See information about your contacts in your inbox
• See a contact’s professional history, where they live, mutual contacts, email history and so much more
• Schedule emails to be sent in the future; send reminders to yourself, or make sure that your recipient gets the email when you want them to get it

What is CRM?

1. Communicator
   • sends email and calendar invites; places calls and records notes
2. Enrichment
   • key details about every company in the database
3. Email Integration
   • Send tracked emails from your inbox, or from your CRM. Get notified instantly when your emails are opened or clicked.
4. Company Records
5. Deal Tracking
   • Drag deals from stage to stage as they progress through your pipeline
6. Google Drive
   • schedule meetings
7. Tasks
8. Reporting