Delivered by Rebecca Roberts
This session will look at:
• What is a CRM
• What to consider when choosing a CRM
• Your Data – Capture
• What type of data do you hold – clients, prospects, suppliers
• Where do you capture data – Social Channels, networking, website, ‘cold prospecting’, purchased lists
• Know your customer journey
• Touchpoints
• Why is Data segmentation so important
• The hidden value in your sales pipeline
• Keeping in touch – The relationship part of CRM
• Data cleansing