Seeking guidance from CRM professionals

Sending
User Review
0 (0 votes)

Hey there,

I am creating a sales department for a small business and I've come here seeking the wisdom of more seasoned individuals, should any of y'all be willing to help out somebody that's trying to learn this industry.

Some info about the business:
A couple of friends have a small company that sells confections. Everything is D2C through their website. The website currently utilizes shopify for online sales, though in some cases they'll process large orders through Quick Books. This company has one person making the treats and one person on web/product design. They've got fantastic products and have received some wonderful accolades. I'm aiming to create a sales department (me) to help the company grow.

Info about me:
I have very little experience in sales, though I've worked in various hospitality and customer service industries. I was a contractor for years and worked in people's homes. I am confident in my ability to talk to and relate to people. I am confident in my ability to market this product, as it's one I truly believe in. Lastly, I am confident in my ability to learn new things. However, I'm very aware that there's a lot I don't know and it's hard to know where to start – that's why I'm here.

Some questions that I have thus far:
What sort of CRM software should I look into? Ideally, something that could take over the D2C online sales and also allow me to make sales on my own. I'd like to find recurring customers and need a way to track this. Ideally something that won't break the bank.
-Should I look into classes? I live rather close to a local community college and I'm sure they have some basic courses that might be useful, but I'm curious if academia is more or less useful than learning on the job/researching independently, I guess.
-Are there online resources anyone recommends for people starting out?
-This one may sound silly, but: is there anything else I need to be asking? I'm not shooting for too much hand-holding, just looking to be put on the right path.

Thanks for taking the time to read this.

submitted by /u/BigDumbRobot
[link] [comments]