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1. Enter contact details
From business cards you’ve collected at networking eventsFrom potential clients who’ve made enquiries with your
firmFrom contacts you’ve made doing businessFrom people you’ve identified as someone you want to
develop a business relationship with
2. Update contact details
When a client emails you about a change in their contact details
When you hear about a clients business moving their office location
When emails bounce back, calls are not connected or postal mail is returned to sender
3. Clean-ups
Make sure all data is entered in a consistent formatFind entries missing information and complete themAdd, remove and customise display fields to suit business
needsSet tasks for you to contact clients you haven’t had any
contact with for a period of time
4. Contact clients to check their details
Run reports to see which clients are lacking contact detailsResearch clients to confirm contact detailsContact clients to confirm contact detailsSet tasks for you to touch base with clients
5. Emails and documents
Save emails to your CRM to store with the relevant contactUpload important documents, such as client agreements to
your CRMCreate and update email templates for regular emails to be
sent from your CRMCreate and update document templates
6. Create client portals
Create portals for your clients to access your CRMTest client portals to ensure they see what they needTroubleshoot any problems clients may have accessing the
portals
7. Set up new users
Give new staff members access to the CRMSet up signature blocks for new staffGive staff access to the relevant templatesGive staff access to relevant reportsTroubleshoot access problems with staff
8. Add notes about conversations, meetings etc.
Add notes detailing salient points of conversations you’ve had with clients
Add records of client meeting so you know when you last met and what you discussed
Add follow-up tasks from client meetings
9. Reporting
Run regular reports to check for missing detailsRun reports required for business reasons (KPI, Financials
etc)Run reports to find clients that meet certain criteria (e.g.
everybody who lives in the City/State/Country you’ll be visiting shortly)
10. Set up & maintain email signature blocks and other branding
Create signature blocks for emails sent via your CRM for all staff
Amend signature blocks as neededSet up branding for your CRM and client portalsMake sure your logo and correct business details appear on
all documents produced via CRM
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