Action Items: Make sure your CRM is setup properly with the fields Buy Email Database you need to reflect your sales process and follow up procedures. (You may need to edit or modify fields to line up with your actual system) Setup the reporting in your CRM so that Buy Email Database you know EXACTLY how much revenue has been generated at a glance. Pull a report on all of your past clients and create a list of everyone you want to work with that hasn't purchased in the last 3 to 6 months.

Create an email, phone, and direct mail campaign to get those clients back Buy Email Database Select niche industries from your client list to create targeted marketing campaigns around. Repeat monthly or quarterly. This is an ongoing process for the life of your company! General Advantages of CRM Software Customer Relationship Management (CRM) software helps coordinate all activities that your business has with your clients and customers.

It helps to keep track of any buying trends, transactions, emails, documentations, Buy Email Database appointments, and a database of their contact information and customer profile. This is great for any business to help keep everything organized and in larger companies, helps others be able to cross-manage the accounts. Since these tasks are tedious and can be a Buy Email Database struggle to keep organized without the CRM.