Client Work Matters: Maximize the Power of Your CRM
When outdated information or a missed detail could be the difference between a won or lost deal, keeping client records updated and organized is the best way to ensure you don’t miss a beat.?
This week we share the benefits a powerful CRM, or customer relationship management platform, can have on your business and offer tips to help create effective processes for updating and maintaining your client database. From documenting the very first interaction with a prospect to supporting a long-term client account, we have everything you need to keep it all moving without a hitch.?
All your work ties back to the client you’re working for, so you need a CRM that can track it all. A typical CRM can store your client information like phone numbers, emails or physical addresses, but it’ll often lack a connection to the work you’re doing for your clients. Learn the benefits an integrated system can bring to your projects, support, billing and more.
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The details you track at the start of a sale can impact a client’s experience years down the road. Make the most of your discovery stage by tracking the details that matter in a powerful CRM. Learn what to enter, why it’s important and what you can expect when you maintain an accurate and detailed CRM on our blog.
On the hunt for the best CRM for your business? Cut down on search time and check out these lists of the best platforms for consulting, accounting and architecture firms.
Find some new ideas to improve your client work? Share this post with your teammates! Is there a client work topic that you want help with? Leave a comment below.