Find out how your CRM compares to your competitors (part 2)

April 7, 2016 @ 11:35 AM · How to get great CRM, Starting your CRM journey

Do you wonder how your CRM performs against your competitors? 

This is only a quick 10 question quiz, but it'll give you an idea of how well your CRM database, data and processes are performing.

 
This post's topic: 

Spotting work leads & opportunities with your CRM Database

 
How many questions can you confidently answer ‘YES’ to below?
 
1) Can you easily pull together a list of contacts who are likely to be interested in a topic? 
Yes [ ] / NO [ ]
 
2) Can you easily identify clients of one team that might be of interest to another team? 
Yes [ ] / NO [ ]
 
3) Is the information held on your ...
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Find out how your CRM compares to your competitors (part 1)

April 5, 2016 @ 9:45 AM · How to get great CRM, Starting your CRM journey

Do you wonder how you perform against your competitors in your internal processes that help boost your end goal?

This is only a quick 10 question quiz, but it'll give you an idea of how well you are doing.
 
How many questions can you confidently answer ‘YES’ to for the below sections? 
 
This post's topic (others to follow): 

Managing & understanding your client relationships

 

Can you easily identify your top clients? 

* Yes [ ] / NO [ ]
 

Can the main Partner for a top client see your firm’s activity with that client easily?

* Yes [ ] / NO [ ]
 

Before you meet a contact, can you easily see your firm...

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