Are you starting to look for a new CRM system?

November 24, 2015 @ 10:19 AM

If you are starting to look for a new CRM system…. here are some major hints in how to save some of your budget.

 

If you are starting to look for a new CRM system…. here are some major hints in how to save some of your budget.


 
If you aren’t planning on checking and enhancing your data,
use a spreadsheet instead
 
 If all you are going to do is send mailings and emailings out to your contacts,
use a spreadsheet instead
 
 If all you are going to do is log who is turning up to your events,
use a spreadsheet instead
 
 If all you are going to do is have one person adding to, updating and seeing the information in the database,
use a spreadsheet instead
 
&...

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Spam filters look for this stuff, don’t you know

November 18, 2015 @ 10:16 AM · How to get great CRM

Arh, dearly beloved reader,

Why do perfectly good email campaigns get blocked and not delivered (spam filtered)?
 
Now, unless you are sending anything a bit, err, lets say, close to the mark, why oh why should your perfectly good email get filtered out?

It all boils down to automated SPAM filters and what they ‘think’ is not worthy of their readers.  So be careful what you put in your email subject header (and main content area).
 
 They score each email you send (and probably build up a score if you send a lot).  Then, once you hit a score, your email is barred.
 
 That’s it.
 
 No warning it will happen.
 
 No warning it happened.
…Other than ...

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Roll On Friday

November 10, 2015 @ 10:43 AM · Starting your CRM journey

Roll On Friday

One of the best feeds I can recommend regarding the legal market.  Keen to work in legal, work in legal or want to supply to them – read this each week.

http://www.rollonfriday.co.uk

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Top Tips on getting good CRM data

Top CRM Database Tips

– Ask your contacts to verify their own details
– Use ‘data capture agencies’ – far cheaper and quicker than your own time
– If eMarketing, use an ‘online form’ that feeds into your database
– Capture business interest preferences – targeting will be easier
– Focus your effort on your top clients and prospects only

Hope it helps, 

Simon

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Internal Comms issues with your CRM system

November 3, 2015 @ 10:43 AM · How to get great CRM

Internal communications regarding your CRM database

– Everyone hates loads of emails – make yours useful, short or communicate via another method

– Be different and stand out from the crowd (like posters in toilets rather on a crowded notice boards)

– When you’ve got something to say, say it big (email, poster, memo, Q&A sessions at the same time)

– Regular communications should add value not hassle (e.g. weekly activity review of fee-earner’s contacts)

– Work with key influencers – they’ll spread the good word for you in their own meetings and 1-2-1’s 

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