I’m a fan of old school—don’t get me wrong… I like a good rolodex as much as the next girl, and often times I reach for a pen and paper instead of the electronic equivalent. When it comes to your business though, there’s a lot on the line—you need to have a solid process.
Chances are you already like the process you have in place—after all, it’s comfy and familiar. I get it but have a quick read of the below, and if any of the signs ring true, consider that it may be time to branch out. (And I’m not suggesting kicking your rolodex to the curb. I wouldn’t suggest that. Ever.)
Now close your eyes and imagine a world where your clients are in one central location… They’re tagged appropriately—you know just who they are and where they are in the buying/selling process.
Your follow-ups are handed to you on a silver platter, and you’re prompted to record key info immediately after talking with them.
You know who your biggest fans are, how often you’ve reached out to them in the last 6 months, and you’re sending meaningful and regular touches to your clients based on who they are. Life is good.
The bottom line is you want to plan for success. You want the confidence of knowing that when—not if—your business grows from 20 to 200 next year, your current processes will scale.
Not sure where to start? Download our eBook for 10 Questions to Ask Yourself When Searching for a CRM.