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How can you become an active member of the CRM community?

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Customer relationship management (CRM) is a skill that involves building and maintaining long-term relationships with customers, prospects, and partners. CRM helps businesses to increase customer loyalty, satisfaction, and retention, as well as to generate more sales and revenue. If you are interested in developing your CRM skills and becoming an active member of the CRM community, here are some tips to help you get started.

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JC Negri

VP of Growth at Intech Innovation Group
Manu A.

"Ready to make your mark? | |Creating Compelling Brand Stories" Marketing Cloud & CRM Salesforce,Hubspot,Highlevel

1 Learn the basics

Before you dive into the CRM world, you need to learn the fundamentals of CRM, such as what it is, why it matters, and how it works. You can find many online courses, books, blogs, podcasts, and videos that cover the basics of CRM, such as its history, principles, benefits, challenges, and best practices. You can also check out some of the popular CRM platforms and tools that are used by businesses of different sizes and industries, such as Salesforce, HubSpot, Zoho, or Microsoft Dynamics.

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JC Negri

VP of Growth at Intech Innovation Group
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LinkedIn Participation: Join CRM-related LinkedIn groups and actively participate in discussions. Share articles, insights, and best practices to contribute to the community and expand your network. Join CRM Forums: Engage in online forums dedicated to CRM discussions. Platforms like Salesforce Trailblazer Community, Dynamics 365 Community, ZOHO or industry-specific forums provide a space for professionals to ask questions, share knowledge, and connect with peers.

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Manu A.

"Ready to make your mark? | |Creating Compelling Brand Stories" Marketing Cloud & CRM Salesforce,Hubspot,Highlevel
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To become an active member of the CRM community on LinkedIn for example, you can start by joining CRM-related groups and participating in discussions. Share valuable insights, ask thoughtful questions, and engage with other members' posts. Additionally, you can create and share content related to CRM, such as industry trends, best practices, or success stories. By consistently contributing to the community and building meaningful connections, you can establish yourself as a trusted and active member within the CRM community on LinkedIn.

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2 Join online forums and groups

One of the best ways to become an active member of the CRM community is to join online forums and groups where you can interact with other CRM professionals, enthusiasts, and experts. You can ask questions, share insights, seek advice, and learn from others' experiences and perspectives. You can also find out about the latest trends, news, developments, and opportunities in the CRM field. Some of the online forums and groups that you can join are CRM Software Forum, CRM Experts Group, CRM Professionals Network, and CRM User Group.

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Jara Butter

Sustainable Transformation | ESG-Consultant bei ENGIE Deutschland | CRM | MBA
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Engage in discussions actively by responding to posts, providing insights, and sharing your experiences. Don't hesitate to ask questions when you need guidance or clarification. Share valuable content, such as articles, case studies, or best practices, that could benefit others in the community. Demonstrate your expertise by contributing meaningful insights. Use the platforms to connect with other members who share similar interests or professional backgrounds - a good network is everything!

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Rajavel Baskaran

Salesforce Technical Architect | Salesforce Manager | Public Sector Solutions | CRM Consultant | AgentForce | Data Cloud | Health Cloud | GENAI | CDP | Big Data | Hadoop HDFS | Tensor Flow | Apache NIFI
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Attend industry conferences, seminars, and webinars related to CRM. Networking at these events can help you connect with experts and peers, expanding your knowledge and contacts within the community.

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3 Attend events and webinars

Another way to become an active member of the CRM community is to attend events and webinars that are relevant to your interests and goals. You can find many events and webinars that are organized by CRM associations, organizations, vendors, or influencers, where you can network with other CRM enthusiasts, learn from industry leaders, and discover new ideas and solutions. You can also participate in discussions, Q&A sessions, polls, and surveys that are part of the events and webinars. Some of the events and webinars that you can attend are CRM Evolution, CRM Association Conference, CRM World Summit, and CRM Best Practices Webinar Series.

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Guilherme Dornelas

Consultor Sênior e Arquiteto de Solu??es Salesforce | Especialista em Revenue Cloud/CPQ/Billing | Líder de Comunidade & Mentor Trailblazer | 15x Certificado Salesforce | Expert em Salesforce Flow
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Attending CRM events and webinars has been a cornerstone of my journey in the CRM community. These gatherings offer a wealth of learning and networking opportunities, essential for anyone aspiring to thrive in the CRM world. They allow you to absorb the latest trends, gain insights from industry leaders, and connect with peers. My role as a Trailblazer community leader since 2018 has taught me the value of these interactions in understanding the dynamics of CRM communities and establishing fruitful connections.

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4 Follow influencers and blogs

Another way to become an active member of the CRM community is to follow influencers and blogs that are authoritative and influential in the CRM domain. You can find many influencers and blogs that provide valuable insights, tips, opinions, and case studies on various aspects of CRM, such as strategy, implementation, optimization, innovation, and integration. You can also engage with them by commenting, liking, sharing, or subscribing to their content. Some of the influencers and blogs that you can follow are Paul Greenberg, Brent Leary, Neil Patel, and CRM Magazine.

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5 Contribute your own content

Another way to become an active member of the CRM community is to contribute your own content that showcases your knowledge, skills, and passion for CRM. You can create and share your own content on various platforms and formats, such as blogs, podcasts, videos, infographics, ebooks, or white papers. You can also submit your content to relevant publications, websites, or newsletters that cater to the CRM audience. You can also invite feedback, suggestions, and collaborations from other CRM community members. Some of the platforms and formats that you can use to create and share your content are Medium, LinkedIn, YouTube, Canva, or SlideShare.

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Guilherme Dornelas

Consultor Sênior e Arquiteto de Solu??es Salesforce | Especialista em Revenue Cloud/CPQ/Billing | Líder de Comunidade & Mentor Trailblazer | 15x Certificado Salesforce | Expert em Salesforce Flow
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Contributing to the CRM community through your own content is a powerful way to share knowledge and experiences. Drawing from my role in the Salesforce Trailblazer community, I recommend creating content that speaks to your unique experiences and insights. Whether it’s through blogs, webinars, or social media posts, sharing your expertise not only enriches the community but also cements your standing as a knowledgeable leader. This approach helps in fostering a culture of learning and mentorship within the CRM space.

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6 Keep learning and improving

Another way to become an active member of the CRM community is to keep learning and improving your CRM skills and knowledge. You can find many resources and opportunities that can help you advance your CRM career, such as certifications, courses, books, podcasts, and mentors. You can also seek feedback, reviews, and recommendations from your customers, peers, managers, or mentors. You can also set goals, track your progress, and celebrate your achievements. Some of the resources and opportunities that can help you keep learning and improving are CRM Certification, CRM Training, CRM for Dummies, CRM Podcast, and CRM Mentorship Program.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you become an active member of the CRM community?

1

2

3

4

5

6

7

1 Learn the basics

2 Join online forums and groups

3 Attend events and webinars

4 Follow influencers and blogs

5 Contribute your own content

6 Keep learning and improving

7 Here’s what else to consider

Customer Relationship Management (CRM)

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How can you become an active member of the CRM community?

1

2

3

4

5

6

7

1 Learn the basics

2 Join online forums and groups

3 Attend events and webinars

4 Follow influencers and blogs

5 Contribute your own content

6 Keep learning and improving

7 Here’s what else to consider

Customer Relationship Management (CRM)

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