CRM Spring Cleaning

CRM Spring Cleaning

Ten steps to better focus on your customers and prospects:

  1. Make sure your master file of customer and prospect records is synced and current.
  2. Review your customer categories, status and priority settings; update to make more current and meaningful to the way you’re doing business today. Keep in mind, when organizing, less is more.
  3. Filter to show just active customers, and re-prioritize for Q2-Q4
  4. Delete lost customers from your system – when they’re gone, they’re gone
  5. Prioritize past customers for a follow up in Q2. This is a great time to re-connect!
  6. Filter to show just active prospects, and re-prioritize for Q2 – Q4
  7. Take a hard look at your prospects, weed out the dead wood and add in some new potentials.
  8. Sort the entire list by customers (active/past), and prospects (current/new)
  9. Set goals for the first 5 entries in each category
  10. Save your work, share the list with your colleagues and make things happen.

Average time to complete: 2 hours with no interruptions.   Payback: $$$$$

CRM spring cleaning is important. The end result will make you more focused and productive!

Dave Oshlag has been helping companies large and small stay organized and focus on the right projects for more than 25 years.  His specialty is saving hours of time wasted on disorganized systems without spending thousands of dollars. He’s best known for enabling massive changes in productivity with tools like W5 Templates that are simple, streamlined and get people organized quickly.