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CRM cheat codes for those who need the reminder... 1) Your CRM is only as good as your data. Bad data in —> bad results out. Invest in data quality from the start, and your CRM will be a goldmine, not a landfill. 2) Automate or stagnate. If you're not using your CRM to automate routine tasks, you're wasting precious time. Automation is your best friend for efficiency. 3) If it's not in the CRM, it didn't happen. Make sure every call, email, and meeting is logged to keep a complete history of customer interactions. (This benefits ALL parties.) 4) Every role should have a distinct view in the CRM. Customize your CRM for each role and create dashboards with the metrics and KPIs that matter most to that person. 5) Track email engagement. Use CRM email tracking to see when customers open your emails and click links—know who’s interested! 6) One-size-fits-all CRMs don’t cut it. Customize your CRM to fit your unique processes and needs with custom objects, fields, alerts, page layouts, and (of course) integrations. 7) Sync up. Integrate your calendar and email with your CRM for seamless scheduling and communication. 8) Learn from lost deals. Analyze lost deals in your CRM to identify patterns and improve your strategy. 9) Set those reminders. Use CRM task features to set follow-up reminders so you never miss a beat. 10) Training isn’t optional. Regular CRM training for your team isn't a nice to have—it's a must. The more they know, the more they’ll get out of the system. What did we miss? #crmtips #crmhygiene #bestpractices

Laurie Santel, CTA

Owner at Stay, Play, Made Simple LLC

1mo

Love this! Thank you for the reminders. You tend to forget and go about business. Always good to analyze and make sure you are making good use of the CRM. Can’t wait to share some of these reminders in my next team meeting!

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