What are some best practices for small businesses using CRM products?
Justin Andaloro: Know how to get the information out, and be able to track the stats on your data. You have to know how to separate and organize between prospects and clients and between different types of clients. A few months ago, there was a regulation change that affected a lot of our health insurance clients. Having CRM in place allowed us to pinpoint clients who were affected by this regulation. We used Sage’s Swiftpage to draft an e-mail and send out the legislation update, and we tracked who opened that e-mail and who didn’t. If they didn’t read it, we knew we had to communicate that important change in another way. Larry Ritter: You need to keep it simple. Start small, think big. It’s easy to get yourself whipped into a frenzy thinking of all the things you can do and insights you can make. Consider how to get existing data into a new system — can you do it quickly and easily, and can you incrementally add things to it? The other tip is, if you don’t have expertise or interest
