All your good work on sales and marketing can be undone somewhat if you don’t have anyway of recording your activity. You don’t necessarily need the latest CRM system designed for multi-national blue chip companies. However, you do need a CRM system that works well for you as it will provide your business with a vital foundation on which to grow. Ideally you will use your CRM system to capture the details of any customer who you have contact with whether they contact you or you contact them. It doesn’t take long to build up a good database of contacts that you can segment into areas such as buying habits, regions, industry sectors, spends and potential spends. The more accurate your information is the less money you will waste on irrelevant marketing. One of the most important things to remember when managing your customer database is to capture your information right at the start of your relationship with your customer. You ought to have a system in place that enables you to find out exactly what your customer does, what industries it is involved in, who the key decision makers are, what they will be using your product for, how they heard about you, what their e-mail addresses are etc.

Managing your customer database:

  • What are the benefits of having a Customer Relationship Management (CRM) system?
  • How to set up a simple CRM system in-house?
  • Do you need help choosing a CRM system that is most appropriate for your business?
  • How best to collect the information?
  • What are the killer questions to ask in order to capture the information?
  • How best to store the information and access the information?
  • How to use the CRM system to analyse customer behaviour?
  • Marketing more effectively using the CRM system.
  • How to enhance the customer experience?
  • What are the potential pitfalls of a CRM system?
  • Do you need to buy a database to increase sales?
  • How to keep your customer database accurate?
  • Why is regular cleansing of your database necessary?
  • How to capture all the crucial information right at the start?
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