Top 5 Tips on using your CRM system

May 1, 2015 @ 11:28 AM

Using your CRM system for Relationship Management

Top 5 Tips on using your CRM system for Relationship Management

– Build up a profile on your best contacts (who meets them, what events they’ve come to etc)
– Ensure reporting is limited to your best clients and prospects
– Create ’email Alerts’ so your fee earners don’t have to login to find out news
– Link your CRM system to other databases – like your email and billing/accounts – creating one big picture
– Continually re-educate your users in how it can help them make ‘managing their relationships easier’

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