Understanding Your CRM System What is a CRM? First things first, let’s talk about what a CRM actually is. A Customer Relationship Management (CRM) system is like your digital assistant for managing interactions with clients and potential customers. Imagine having all your client details, interactions, and sales data neatly organized in one spot—that’s the magic […]
Define Your Objectives Understand Your Goals Before diving into data collection, it’s super important to clarify what your objectives are. Why are you implementing a CRM system in your school? Personally, when I first started organizing data, I sat down and made a list of what I wanted to achieve. It could be improving student
Define Your Goals Understanding Your Customer Base First things first, when I set out to gather info for my CRM, I always start by defining what I want to achieve. Understanding who my customers are lays the groundwork for everything. It’s like building a house; you need that solid foundation! Take some time to segment