Last week we talked about CRM systems … why we need them and how to evaluate them. Today, we’re going to look at 8 best practices for using a CRM. Make sure everyone is in the system. They’re not a prospect if they’re not in there. Create follow-up tasks for...
In the previous sessions, we’ve talked about your database, how to gauge its size and strength and how to manage your prospect funnel. Today we’re going to start a new series on how to manage your database using a CRM system. There are many to choose from, and...
Today we’re going to talk about database strength or how likely is it that your leads close in a timely manner to reach your sales goals? We’ll talk about three factors, or metrics, to evaluate that strength. First is stratification: Is the lead hot, is it warm or is...
Last week we talked about the importance of the database and reviewed six metrics to use to evaluate and understand your database. Today, we’ll answer the question … just how big your database should be. How many prospects do you need in your sales funnel to reach...
Get your arms around your database. You may call it your lead list, your sales funnel. Do a deep dive for a really good understanding of this most valuable asset that needs your ongoing attention. Here are six metrics for you to consider: Size: how many leads do you...
You’ve got a tough job. Marketing in the senior space can be very difficult. Things are changing. The market is changing. Things that have worked in the past are not working today and things that are working today may not work in the future. We’re here to help. Our...
