CRM Database Management

What is the importance of a CRM database;

  • It allows you to register your leads and contacts.
  • It allows you to track all customer interactions from anywhere in your business.
  • It reveals possibilities.
  • It is your most valuable asset.

What principles should one be following around database management;

  • Update on a daily basis
  • Make sure the correct use of capital letters are used in names and surnames.
  • Make sure the correct email address, mobile and telephone details are recorded. (Don’t be shy to repeat and confirm)
  • Make sure to record all potential customers within your database.

What Pinewood DMS reports should one be looking at;

  • The Workshop Visitors report
  • The Customer Incident report
  • The Spend Analysis report
  • The Spend Mapping report
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