7 Marketing Musts that Require Effective Use of CRM Software

The following 7 capabilities are NOT optional. They are “Marketing Musts” and to achieve them every business is better off with a CRM application.

1. Maintain an accurate central list of all your prospects and customers.
2. Track details on those relationships that are used for marketing, sales and analysis.
3. Segment your list to create more relevant communications to a target audience.
4. Distribute leads and other records for follow-up by sales people.
5. Capture interactions and conversations which are the basis for future marketing, sales and service activities.
6. Rely on objective data collected over time as the basis for management decisions.
7. Use and maintain your list in order to improve its accuracy.

Using CRM for Inbound Marketing

Have you ever a wished to see a chronological list of all your QuickBooks activity? With the QuickBooks audit log report, you can keep track of added, deleted, and modified transactions, as well as user entries. The audit log feature allows you (and any other viewer with access rights) to see history of changes made to individual transactions…