Make Your Business Work Smarter – with a CRM Foundation.


Share on LinkedIn


You run a pretty good business. Sure, there have been some ups and downs, not surprising with the volatility of the economy. Your ideas are innovative, well-executed and even documented so processes are repeatable. You have provided the appropriate services to the right clients. You have hired talented people who share your vision. You absolutely care about your clients and are passionate about what you provide them.

After employees, clients are the greatest asset a professional service firm has. Providing your clients with knowledge and value further deepens the relationship you have with them. Client relationship strategies should continue to be assessed and refined.

If you haven’t taken a long hard look at your business lately, maybe it’s time to. In this business development with CRM series we’ll be covering key questions to get you thinking and point you to some helpful resources. See if anything resonates with you.

Is there a better way to acquire, retain and develop profitable customers?

  • How are you managing your client relationships today?
  • Do you have a salesforce where the salesperson owns the relationship with the client?
  • Is your client information centralized where everyone has access to it? Or is everyone using their own system – from simple contact managers to spreadsheets to sticky notes?
  • Are you tracking meaningful data on your clients so you can learn more about what your ideal client’s characteristics are?

Having one central database that is easily accessible for those who work with your clients is crucial to on-going success.

Knowing and understanding who your clients are enables you to go out and find more clients like them.

Interested in Taking the Next Step….start here.

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


Please use comments to add value to the discussion. Maximum one link to an educational blog post or article. We will NOT PUBLISH brief comments like "good post," comments that mainly promote links, or comments with links to companies, products, or services.

Please enter your comment!
Please enter your name here