John Burson  edited Sunday, September 14, 2025

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How to use LinkedIn effectively as a personal CRM system

LinkedIn can be used as a lightweight CRM with great mobile integration. Check out how the “Relationships” and “Contact Info” tabs keep track of your contacts.

Originally Published: blog.michaelaffronti.com/.../Author: Michael A. Affronti
Author’s Twitter handle: https://twitter.com/micflash
Author’s LinkedIn Profile: https://www.linkedin.com/in/michaelaffronti

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When you like doing a lot of speaking and networking, you probably have a pile of business cards. Getting rid of those business cards may result in losing some context. The best move for you to make is to use LinkedIn as your business-to-business marketing Customer Relationship Management (CRM) tool to connect with people.

How LinkedIn works as a CRM

The first step begins with the magical button on LinkedIn. There is a star under someone’s profile picture on LinkedIn. Start by clicking that star. You can save that person's profile as a contact. The Star tab will switch to the Relationship tab once the contact is saved.

The Relationship Tab

 The Relationship Tab is the best area to use LinkedIn as your business-to-business marketing CRM System. You can enter information that only you can see. In this case, LinkedIn will automatically populate all the messages that have been sent to you and the saved contacts on LinkedIn.

Tags

LinkedIn allows you to tag a saved contact. You can tag the individuals you met at an event or conference. This way, you can easily select those individuals via tag for follow–up contacts. If there is another conference or event, you can use the tags to inquire if they will be available to meet with you.

How you met

This feature remembers who a saved contact is, even if it has been years. You can enter details of how you met, and if you were introduced, you can select who introduced you.

B2B CRM is a strategy for managing business-to-business marketing relationships and interactions with current and potential customers.

Customer Relationship Management (CRM) and Business-to-Business marketing

Business-to-business marketing content is shared online by many entrepreneurs. This suggests a desire for media that fosters critical thinking and creativity. Customers are engaging in a way that is entirely unparalleled in our previously linear production model. This then associates with the Customer Relationship Management (CRM) System in a real and physical way. CRM allows you to define the kinds of metrics to use. You will learn how to effectively manage new leads generated through content marketing by utilizing a B2B marketing Customer Relationship Management (CRM) solution. You will also be able to keep track of them.

Your customers spend time on LinkedIn. Ensure that your followers can see your interactions. Take advantage of using business-to-business marketing on LinkedIn as your personal CRM. You can also download the mobile integration, such as the LinkedIn App for Android, and in the settings, turn on "Download Connections."

 
 
 

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