Simple CRM Audit. How Effective Is Your CRM?
Customer Relationship Management (CRM) is part art and part science of technology and human relations. How effective is your CRM in terms of growing your business? I will share more insights on CRM disciplines in later posts. For now, ask yourself these simple questions.
1. Do you use your current CRM system every day?
2. Do you feel it is an effective tool?
3. Is your list big enough today and growing?
4. Is your list segmented and prioritized?
5. Is your list a quality list or is there a bunch of junk in it?
6. Do you regularly track comments, updates notes when using the system?
7. Do you track activities to hold yourself and your team accountable?
8. Is your system generating a positive return on investment?
Take a few minutes now to think about these questions and be honest. If you are serious about generating more leads and closing more sales, your CRM system should be the primary tool for organizing progress, tracking results, and measuring ROI. If it’s not, let us or a professional advisor help you leverage your current system better or implement one that works well.
If you want to know what the WealthNet team uses for CRM, the answer is Infusionsoft. We are Certified Automated Marketing Consultants and when there’s a need for a new system we recommend you evaluate Infusionsoft. Is it for everyone? No. Can it help you? Find out more about closing more sales here.
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