The Video CRM, Explained: Better Customer Relationship Management

Whether or not you have used a CRM before, we are now living in a world where the video CRM has become an especially powerful tool. Like other types of CRMs, the video CRM lets you easily track your interactions with past, current, and potential customers. That being said, the video CRM provides some additional advantages that can help you better manage relationships with your customers and prospects. 

In this post, we want to take a deep dive into what the video CRM is and how you can use it in your own business. Whether you are a solo entrepreneur who is looking to manage a new influx of prospects or a marketer who wants a better way to stay in touch with your key customers, a video CRM can get the job done.

The Tribulations and Trials of CRM Systems

If you haven’t yet used or heard of a CRM system, it is essentially a way to help you manage interactions with current and potential customers. CRM stands for customer relationship management. 

 The main value proposition of CRM systems is that they can help you build better relationships with prospects and customers while increasing your likelihood of making sales. CRM systems help you unlock this value by letting you track your leads and contacts, leverage more personalized outreach to prospects and clients, more efficiently send out drip campaigns, and see all of your data on one platform. 

I like to compare CRMs to coffee. Most of us need coffee to run on a daily basis. Most of us aren’t that picky about them. Instead, we just need them to work. We need them to help us with things like monitoring our deal flow and moving deals within lifecycle stages. 

The reality, however, is that many people have a love-hate relationship with their CRM systems. The CRM benefits referenced above are only a few of the benefits that you can leverage. CRM systems help you increase productivity, revenue, and efficiency. In all honesty, your business is going to need a CRM to reach your sales and marketing goals.

But most of the time, interacting with your CRM system isn’t a pretty story. It’s more Stephen King novel compared to a fairytale love story. It can almost feel like the software is eating your soul. Even though it isn’t designed to be confusing or inefficient, you may find that your CRM creates more problems than you would expect. This can be everything from lost time administering the system to conveying information that may be old or outdated. 

In the end, the whole point of a CRM system is to make it easy to stay in touch with both your prospects and customers. Yet it can be frustrating because many CRM systems make it much more difficult than it needs to be. Dead ends and frustrating features make the CRM experience much less enjoyable. 

A New Way to Leverage the Benefits of CRM

Understanding this love-hate relationship with CRMs, all of us at Dubb decided to take action. Ultimately, we have recently integrated CRM features into our actionable video platform. We believe that we have created a CRM that expands on the benefits, reduces the drawbacks, and provides additional features that make our CRM system one-of-a-kind.

But let’s back up. There are plenty of great CRM systems out there. They have been building CRMs for years, whether they are companies like HubSpot, Salesforce, or Pipedrive. Our goal with Dubb’s CRM is to simply provide an option. If you are already using a CRM that you enjoy, there’s no problem. You can simply continue to use those CRMs and just sync them up with Dubb. The great news is that Dubb as an ecosystem is made to sync with nearly all of the popular CRM systems.

But on the flip side, if you don’t yet have a CRM, are in between CRM systems, or haven’t necessarily found your favorite CRM, you are in a great position to check out Dubb’s CRM.

Why Dubb’s Video CRM Is One-Of-A-Kind

For starters, one of the main differences with Dubb’s CRM is that it is a video CRM. At least for now, it is the first and only video CRM on the market. Any type of communication you have, you can do it directly through Dubb. If you’d like, you can also do it from LinkedIn, Gmail, and from your email marketing platform. When you do this, the activity reporting will sync back to your Dubb account. It is extremely seamless and helps you complete your work more easily and more efficiently. 

Whether you aren’t a Dubb user or have been a Dubb user for some time, you’ll see that the CRM features are built directly within the Dubb actionable video platform. For you, this means many exciting things. Starting off, it means that there are fewer moving parts. It is much easier to use compared to other CRM systems. You are able to do all of your work from one central location, which makes it much easier for you and your team to complete your work. 

As just one example, Dubb’s CRM makes it extremely easy to add all of your contacts. You can add contacts in several different ways. You can certainly choose to manually add a contact. But along with this, you can use Google or Microsoft Outlook to automatically sync your contacts. It’s a one-way sync one time, so it makes this task seamless and painless. If you choose, you can also use a CSV file to import your contacts as a list. Contacts can also be added to your database by filling out a form that you complete on the Dubb platform. Finally, you can add Zapier or PieSync contacts through third-party forms. Ultimately, the choice is yours. 

Along with adding contacts, you can easily manage your contacts and your data. The first layer of doing this is through Dubb’s tagging system. Through the tagging system, you can add multiple tags to a contact. From there, you can even filter by those specific tags and save the specific filter as a list. Tags are also used to trigger automations within Dubb’s CRM. Tags can also be added automatically when contacts are added to your database when using Dubb forms or when using third-party forms via PieSync or Zapier.

Now, along with all of these features surrounding contacts, Dubb’s CRM has deals, tasks, and marketing automations. All of these tools can help you easily stay in touch with your prospects and customers while increasing your bottom line. 

Deals essentially helps you find some sort of hand raise or interest that has already been expressed in your product or service. When you create a deal within a pipeline, you are essentially saying that’s a target. At the end of the day, it is a numbers game. You have no choice but to get people into your mix to close a certain percentage of those prospects. 

So with deals, you’re able to keep your eyes on the prize. You can do this by creating deals and including details, associating contacts, and companies. Of course, you can then move deals up and down the pipeline using the visual board. Through this process, you can create deals, keep them associated with contacts, keep them updated, and continue to update their lifecycle stage. 

Next up is tasks. With tasks, you and your team can stay focused. You can assign both high priority and less urgent tasks to any number of your colleagues. All of your tasks show up in your dashboard and you’ll also be sent reminders about upcoming due dates. These tasks can be everything from scheduling follow-ups with prospects to other communications that can nurture your customer relationship. Ultimately, you can create a task for every single thing that you do—all sorted out by the deals that are more likely to close. 

It is so easy to get into Gmail or your LinkedIn account and keep refreshing just to see new messages that are coming in. But in fact, there are only a few extremely important messages that we need to follow-up on. Dubb’s video CRM makes it easy to create tasks so that you can prioritize the most important activities on your plate. Ultimately, we encourage you to use them. 

Finally, along with contacts, deals, and tasks, Dubb’s video CRM provides a complete marketing automation system with bulk email and SMS capability. This marketing automation system goes a long way in helping you leverage the power of video. For instance, you can send bulk video emails through Dubb to a certain group of individuals. From there, you can specifically see who watched your video and who clicked on what. Along with sending bulk video emails and text messages, you’re also able to build out automatic workflows of emails and text messages containing video. All of this data is tied into Dubb’s video CRM, making it extremely easy to stay in touch with your contacts. 

If you are interested in learning more about any of these features, I encourage you to visit Dubb’s learning tutorial section. There, you will see some in-depth tutorials on how you can leverage these tools within Dubb’s video CRM. 

The Value of Dubb’s CRM

CRMs are here to stay. There’s no doubt about it. But just because CRMs are so essential to modern-day business success doesn’t mean that they are easy to leverage. From technical issues within the CRM ecosystem to non-intuitive software, the downsides of your standard CRM software can certainly make their presence known.

At Dubb, we are trying to streamline CRMs and make it easier for you to connect to those prospects on a human level. We want to help you better communicate with others. Through storytelling, sharing your ideas, and getting people to trust you, you substantially increase your chances of making a sale. Ultimately, that’s what we are all about at Dubb and that’s what we’d love to see you get out of our CRM. 

As we build out our CRM system, we encourage you to give us your feedback. We think the key to a functional CRM system is integration and accessibility, but we appreciate any and all comments on our video CRM. To learn more about Dubb’s video CRM, go ahead and click here. We look forward to working with you!