Unlock Business Growth with Easy CRM Setup, Automation & Smart Customer Management
Let’s be honest if you want your business to grow in today’s digital world, you’ve got to build solid relationships with your customers. That’s the whole point behind our Beginner’s Guide to using a CRM system. A CRM (Customer Relationship Management) tool like Big Five CRM is here to help you do just that. It makes it way easier to track your conversations, keep your leads organized, close more sales, and hang onto your customers.
If you’re new to all this, don’t worry. This guide breaks down the essentials: how Big Five CRM works, how to set it up, and how to get the most out of it right from the start.
What is Big Five CRM?
Big Five CRM is a cloud-based customer relationship management system designed for small and mid-sized businesses. Here’s what it helps you do:
- Keep all your customer data in one place
- Track every lead and sales opportunity
- Automate reminders and follow-ups
- Check your sales pipeline performance
- Help your team work together and serve customers better
Whether you’re ditching spreadsheets or trying CRM for the first time, Big Five CRM gives you a simple, user-friendly way to stay on top of everything and sell smarter.
Why You Need a CRM (Even If You’re a Small Business)
Still managing customer contacts in Excel or email threads? That can lead to:
- Missed calls
- Lost leads
- Scattered info
- Customers slipping through the cracks
Big Five CRM changes that. It gives you a clear view of your whole customer journey from that first hello to loyal repeat buyers.
Key benefits of using Big Five CRM:
- Track every lead, customer, and deal
- Automate repetitive tasks like emails and reminders
- Share info easily between sales, marketing, and support teams
- Generate reports to measure performance and forecast revenue
Step-by-Step: Getting Started with Big Five CRM
1. Set Up Your Account and Users
After signing up, start by:
- Creating your organization profile
- Adding your team members as users (sales reps, support agents, etc.)
- Setting user roles and access permissions
This ensures each team member sees only what they need to.
2. Import Your Customer Data
Import contacts, leads, and deals from:
- Excel spreadsheets
- Google Contacts
- Other CRM tools (via CSV)
Make sure your data is clean and structured with fields like Name, Email, Phone, Company, Lead Source, etc.
3. Customize Your CRM to Fit Your Workflow
Every business is different. Customize Big Five CRM to match your needs:
- Add custom fields (e.g., Service Type, Industry, Budget)
- Set up lead stages (New, Contacted, Qualified, Won, Lost)
- Customize your pipeline views
- Create tags and filters for quick segmentation
4. Connect Communication Channels
Integrate your email or phone system with Big Five CRM to track conversations automatically. You can:
- Send emails directly from the CRM
- Log phone calls and notes
- Schedule meetings and reminders
This creates a complete communication history for every contact.
5. Create Automations and Workflows
Use Big Five CRM’s automation tools to save time:
- Send welcome emails automatically when a lead is added
- Trigger follow-up tasks after a sales call
- Remind sales reps to contact leads after X days of inactivity
Automation ensures no lead or customer is forgotten.
Key Features Every Beginner Should Use
Here are the top features you should explore early on:
- Lead & Contact Management
- Organize leads with tags, filters, and lead scores. Easily track where each prospect is in the funnel.
- Sales Pipeline Tracking
- Visualize your deals in a Kanban-style pipeline. Move deals through stages and forecast revenue with ease.
- Activity Management
- Set follow-up reminders, log tasks and calls, and assign leads to team members.
- Reports & Dashboards
- Get insights into sales performance, team productivity, and lead conversion rates. Make data-driven decisions.
- Mobile Access
- Access Big Five CRM from your phone to manage leads on the go — ideal for field sales or remote teams.
Best Practices for Big Five CRM Beginners
To get long-term value from your CRM, follow these best practices:
- Keep data clean and updated — Assign someone to own CRM hygiene
- Log every interaction — Don’t rely on memory
- Review pipelines weekly — Stay on top of deal progress
- Use automation — Save time and reduce manual errors
- Train your team — Ensure everyone follows the same CRM process
Conclusion: Start Small, Grow Big with Big Five CRM
CRM success doesn’t come from having the most features — it comes from consistent use and clean data.
Big Five CRM is built for simplicity, speed, and scale. Whether you’re tracking 50 leads or 5,000, it gives you the tools to grow your business and keep customers happy.
So take the first step today — import your data, customize your sales stages, and start logging every interaction. In just a few weeks, you’ll wonder how you managed without it.
