Complete Guide to Setting Up a Business CRM

A CRM is the backbone of customer relationships. Here's how to set one up right.

What is a CRM?

Customer Relationship Management (CRM) is software that:

• Tracks all customer interactions
• Manages sales pipeline
• Stores contact information
• Enables team collaboration
• Provides insights and reporting

Choosing Your CRM

Questions to Ask:

1. Team Size

   • Solo/small: Simpler is better
   • Growing team: Need collaboration features
   • Large: Enterprise features

2. Budget

   • Free: HubSpot Free, Zoho Free
   • Budget: Pipedrive, Less Annoying CRM
   • Mid-tier: HubSpot Starter, Salesforce Essentials
   • Enterprise: Salesforce, HubSpot Enterprise

3. Integration Needs

   • What tools must connect?
   • Email integration critical?
   • Marketing automation needed?

4. Complexity Tolerance

   • Want simplicity? Pipedrive, Less Annoying
   • Need customization? Salesforce, HubSpot

CRM Comparison

CRM	Best For	Starting Price
HubSpot	Growing businesses	Free - $50/mo
Pipedrive	Sales-focused teams	$15/user/mo
Salesforce	Enterprise	$25/user/mo
Zoho	Budget-conscious	Free - $20/mo
Dewx GTM	Unified platform users	Part of Dewx

CRM Setup: Step-by-Step

Step 1: Define Your Pipeline (Day 1)

Create stages that match YOUR sales process:

Example B2B Pipeline:

1. Lead → 2. Qualified → 3. Meeting → 4. Proposal → 5. Negotiation → 6. Won/Lost

Example Service Business:

1. Inquiry → 2. Consulted → 3. Quoted → 4. Awaiting Decision → 5. Booked/Lost

Step 2: Customize Fields (Day 1-2)

Add fields you'll actually use:

• Contact: Phone, email, company, role
• Company: Size, industry, location
• Deal: Value, close date, probability
• Custom: Anything specific to your business

Tip: Start minimal. Add fields as you need them.

Step 3: Import Existing Data (Day 2-3)

Prepare your data:

1. Export from current system/spreadsheet
2. Clean duplicates and errors
3. Map fields to CRM fields
4. Import in batches
5. Verify accuracy

Step 4: Set Up Integrations (Day 3-4)

Connect essential tools:

• Email (Gmail/Outlook)
• Calendar
• Communication tools
• Marketing platform

Step 5: Create Workflows (Day 4-5)

Basic automations:

• New lead notification
• Follow-up reminders
• Deal stage change triggers
• Task creation rules

Step 6: Train Your Team (Day 5-7)

Cover:

• Basic navigation
• Adding/editing contacts
• Managing deals
• Using reports
• When to log activities

CRM Best Practices

Data Hygiene

• Enter data immediately (not "later")
• Use consistent formatting
• Regular duplicate cleanup
• Archive old records

Activity Logging

• Log calls and emails
• Note key conversation points
• Set follow-up tasks
• Track touchpoints

Pipeline Management

• Weekly pipeline reviews
• Update deal stages promptly
• Keep close dates realistic
• Note loss reasons

Common CRM Mistakes

1. Over-customizing before using it
2. Not using it consistently
3. Poor data entry habits
4. Ignoring reports and insights
5. No integration with communication

The Unified Approach

Traditional CRMs require manual data entry from your inbox.

Dewx GTM Hub integrates CRM with your unified inbox:

• Contacts auto-created from conversations
• Activities logged automatically
• Full communication history on every contact
• No data entry. Conversations become CRM data

Ready for CRM without the busywork? Try Dewx.