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CRM Best Practices for B2B SaaS Startups

Because customer relationship management (CRM) forms a major part of growing B2B SaaS startups, I often discuss a number of CRM best practices.

This includes identifying the best CRM for specific industries and company sizes, using CRM to nurture leads, using CRM data to power growth, and HubSpot’s CRM.

In the past, I’ve also written about moving from Salesforce to HubSpot, determining which businesses need a CRM system, and how CRM software can improve marketing and sales alignment.

In this video, you’ll learn about a few simple CRM best practices that are especially relevant to B2B SaaS startups.

  1. Prioritize Customer Experience and Removing Internal Friction --  When selecting the right CRM software for your company, focus on how your CRM will improve the customer experience (CX) and eliminate internal friction across marketing, sales, and service. 
  2. Use Third-Party Application Integrations to Eliminate CRM Data Silos -- With most buyers now preferring a low-friction or frictionless buying experience, CRM software with the right integrations becomes an essential way to reduce or eliminate the all-too-common silos that frustrate customers. 
  3. Secure Top-Down Buy-In of Your CRM Initiatives -- Change is hard. Because successful CRM adoption requires companywide buy-in, your internal champion should ideally be empowered at the highest levels of company leadership.

 

What other CRM best practices should B2B SaaS startups prioritize? Let me know in the comments section down below.

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