Regularly Update Your Contact Information Set a Routine for Updates One of the biggest challenges I’ve faced in managing my CRM was keeping up with recent updates in contact details. It’s similar to spring cleaning, but for your database. I recommend setting a specific schedule, perhaps quarterly, to comb through and update old info. You’d […]
Regularly Update Contact Information Set a Schedule for Updates One of the most effective ways I’ve found to keep my CRM data fresh is to set a regular schedule for updates. I usually dedicate some time each week to review and update contact information. Depending on your business size, this could vary. For me, it’s
Understand Your Business Process Flow Identify Key Stages in the Process First things first, understanding the key stages of your business process flow is crucial. When I got into this space, I realized that mapping out every single step was the best approach. Grab a whiteboard, sticky notes, or software—whatever works for you—and start jotting
1. Clean Up Your Existing Data Assess Your Current Database First things first, you’ve gotta look at what you currently have stored in your CRM. It’s easy for duplicates to sneak in, especially if your lead capture processes aren’t airtight. I recommend diving into your database and running a thorough audit. It’s like a spring
Understand the Concept of Managed Solutions What are Managed Solutions? First off, managed solutions in Microsoft CRM are essentially packaged components that you can install into your environment. Think of them like pre-built pieces of furniture, assembled and ready to go. They’re perfect for users who want some out-of-the-box functionality without having to build things