Your CRM is the hub of your client operation. If you use it properly, your CRM tracks every client interaction, helps you identify lead opportunities, and gives you the tools to manage your lead funnel so that the most important clients get the attention they need at the time they need it.
A CRM’s effectiveness is extremely effective when your clients’ profiles are filled out with as much information as possible. A name, phone number, and email address are great, but imagine the sort of personalized, timely communication you could plan for your clients if you had birthdays, anniversaries, and closing dates?
Go through each of your contacts one by one, find and fill in as much information as you can. You will be so happy you did it later.
Image by: Daria Nepriakhina/Unsplash
Posted by The Cobb Group on
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