1 / 2

CRM Process – Step by Step Breakdown with Real-Life Examples

Understand the entire CRM journey in 5 practical stepsu2014from capturing leads to retaining customers. This blog demystifies the CRM process with real-life examples and shows how a structured system helps your sales team stay on track and close more deals. Ideal for SMBs looking to replace chaos with clarity and control.

Anubhav15
Download Presentation

CRM Process – Step by Step Breakdown with Real-Life Examples

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM Process – Step by Step Breakdown with Real-Life Examples A CRM is not just software—it’s a process. And for any small or medium-sized business trying to scale, understanding the CRM process can be the difference between chaos and consistent growth. This blog breaks down the entire CRM process step by step, using practical, real-life examples. Whether you’re just setting up or want to fix the gaps in your current system, this guide will help you build a strong foundation. What is the CRM process? The CRM process is a structured approach to managing leads and customer relationships—from the first touchpoint to closing the deal and beyond. It ensures that your sales team always knows what to do next, how to do it and where a lead stands in the pipeline. It’s not just about using software. It’s about creating a systematic workflow that your team can follow every single day. The 5-step CRM process explained 1.  Lead capture: It starts by collecting leads from various sources—your website, WhatsApp, Facebook ads, Justdial or referrals. The goal is to avoid manual entry and make sure no lead is missed. Lead qualification: Once captured, leads are filtered based on relevance and potential. This helps your team prioritise high-intent leads and avoid wasting time on junk data. Lead nurturing:This is where follow-ups happen—calls, WhatsApp chats, demo scheduling and more. A good CRM sets reminders, tracks every interaction and ensures timely responses. Conversion and closing:When a lead is ready, your team closes the deal. The CRM logs all activity so that future references are easy. Automation here helps with timely contracts, payment follow-ups and onboarding. Customer retention and support: After the sale, the CRM still plays a role—handling complaints, renewals or upsells. It helps you build long-term relationships instead of just chasing new leads. 2.  3.  4.  5.  Why every SMB needs a CRM process Without a defined CRM process: Leads slip through the cracks Follow-ups are missed Salespeople forget key conversations Data is scattered in Excel sheets and WhatsApp chats With a process: Every lead is accounted for Tasks are automated and assigned Sales performance is trackable

  2. Customers feel valued And it doesn’t need to be complex. You just need a system that your team can stick to daily. Tools that support your CRM process Not all CRMs support the full process. Many are just databases. You need tools that: Capture leads automatically Assign and remind your team Track the full lead journey Works well with calling and WhatsApp They are easy to use on mobile Telecrm is one such CRM designed for Indian SMBs—it helps you execute the full CRM process without juggling multiple tools. ? For a detailed breakdown with real examples from real businesses, read the full blog here: https://telecrm.in/blog/crm-process/

More Related