Tip 4 - Using your CRM system
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Tip 4 - Using your CRM system
Views: 348
Date: 16th Jul 2010
Using your CRM system - set some housekeeping rule and remember to stick to them
Good housekeeping tips
The database should be used for all your contacts, customers, prospects and suppliers. Set some good housekeeping rules and stick to them. Always try to keep your data up to date. Close out completed actions and remember to set forward reminders in place. Use this to plan, schedule and prioritise your future actions and tasks. With some systems you can also use your database as a communications centre for emails, SMS, phone etc. Using as a communications centre will make it more difficult to forget to record an action. If you need further help send me a message or call me or contact one of my 4N colleagues.
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