To discuss getting organised for using a CRM system,
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A CRM system can pull together all your contacts into one centralised location to feed business operations and marketing initiatives.
For more details about each of the steps below for using a CRM effectively, click here to request your free guide to help you “get your shlists together” or complete your details on the right
Steps required to get to using a CRM so that it can contribute positively to your business:
- identify where your existing lists are
- collate these lists into a suitable electronic data format (usually into a CSV file using Excel or similar)
- “clean” your data
- identify and/or define customer facing processes – acquisition, marketing, sales, retention etc
- select your CRM
- customise the CRM to best respond to your processes
- import your existing list(s) into the CRM
- implement a staged CRM strategy to ease into your digital transformation
