Shared on April 17, 2020
A CRM system is the backbone of a successful, modern sales team, yet still many companies do not use CRM. Without a sophisticated CRM tool, companies are losing revenue by leaving deals on the table.
It is crucial to know your customer. For this, you need to research more about them, and based on your research, draft a description of an ideal customer.
Assessing your contacts is an important step in streamlining your use of CRM. Check for duplicate entries and try to edit or delete them.
Most consumers are wary of sharing data with businesses or vendors. Gather your customers' information by preparing a report.
When working with your employees, make sure your team understands the importance of having a clean CRM and updated information as much as possible.