Episode 827 – The Importance of Understanding Your CRM-Part 1: Episode 827
Why Does This Matter
Understanding How to Improve Your CRM On Your Own
Identify Kinks and Bottlenecks
To understand what your current and future customers want, you have to know what they need and what you could do to better serve and connect with them. Lots of our clients try to keep this kind of information on a Google sheet, but it eventually catches up with them as their company grows and that method is neither sustainable nor as informative as using a software like pipeline pro. This software is designed to be intuitive and give you a leg up, so that you know information like who signed on this month, who is late on payments, who is coming up on a year of being a client, who quit their contract, etc. This allows you to find the kinks in your hose and the bottlenecks preventing you from attracting the most customers possible in a positive way.
Final Takeaway: Doing the work to improve your CRMs is the secret to understanding your clients, understanding your business, and improving the workings of both.
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