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- Your CRM system - who runs it?
- If you are at the start of your CRM database project, you may well be wondering where to start...
- CRM Databases in law firms – a few Tips to get you going
- How little CRM database are used. Bad English I know
- what questions did delegates have to the seminar on CRM database I gave?
- One of the best hints I can give you about increasing the take-up of your CRM database is not to say
- Ensure your CRM database doesn't do too much in the early stages...
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Implementing a CRM database? Keep in mind your staff's hearts and minds, not the technical bit and bobs
You need to keep in mind ‘hearts and minds’. Bring people on board with your project. This isn’t just a technical and data project. At the end of your project, you don’t want your colleagues going back to their ‘bad old ways’ - they need to be engaged and willing to embrace CRM
GDPR risks of non-compliance are very easy to get wrong, for instance....
Right, you have your client and contact lists on your computer.
Are they password protected?
Can anyone see them?
Can anyone copy them?
How easy could they be seen if you left you computer on the train?
Top 3 considerations when buying a CRM database system
I'm often asked "which is the best CRM system?". But what I think people mean is "what is going to get me the best result at the least outlay?"
They could of course really be asking about a CRM system, but for this post, I'll go over the things that make the most difference to your bottom line, take up and boosting your marketing performance when you are looking for one
#1) How are you going to pay for it?
When you have a system that 100 staff want to use, for 5 - 10 years (as you are unlikely to swap it), the costs build up (you will no doubt want to add a consultant's time and IT fine-tuning to the actual cost.
If you ...
Benefits of combining your CRM data into one list, getting it verified by your contacts and using it to improve your CRM activities - and you'll nearly do most of that trying to comply with the GDPR anyway - so great news
Improving your data quality for GDPR makes it easier for you to manage your client relationships because...
Improving your data quality for GDPR makes it more likely you'll have happier clients because...
When I first did an exercise to clean up and enhance the data in my CRM database (like for GDPR compliance) I tripled response rates
All you need to do is pull all your contacts together into one list, ask the contacts to opt-in for GDPR purposes and indicate their interests and issues.
Then use that information to do targeted mailings.
When I first did this (in 2001), I halved the mailing list size for an event invite and tripled the delegate booking rate. Simply by asking the contacts what they were interested in, and then giving it them. And by following this action plan, there is no reason why you can't replicate this same feat.