You have heard it before, “Success is in the follow-up.” Does this include a CRM?

When you think of your follow up and your customer relationship management system (CRM), how would you rate it on a scale of 1 – 10? 10 being awesome and you have a system dialed in and 1 being you need massive improvements. 5 being you are doing pretty good but could do better. Let me know  your number below.

Let’s talk about how to make follow up go seamlessly well. Having a CRM (Customer Relationship Management system) is really important. Let’s start with basics, what is a CRM? You can read more here on that but the nutshell version of it is a system that helps you build your relationships. It keeps track of what you input into it – contact info, conversation notes, sales, follow up info, etc.

What I find with most people, is that they are looking for the perfect CRM and thus that stops them from using one of them consistently. There is no perfect CRM for everyone. You must find one that does what you want and that fits your business budget.

The real value of a CRM is that it helps you build relationships better. When you build relationships better, people engage with you, buy from you and refer you.

Albert Einstein said it best.

Try not to become a man of success, but rather try to become a man of value. – Albert Einstein

value, The Basloe Group, CRM

So what is the best CRM for you? This is where you must take ownership and assess your needs and do your own research. Here is a site that may be of value to you in this area.

Having the right tools is essential to doing any job well. As an analogy, you can’t drive a car without keys and gas. Even though you have a beautiful car, it may not go, until you have the right tools.

Much success in your CRM and follow up processes.

I’ll talk about the mentality of follow up later.

Did this blog help you? If so, it would mean a lot to me if you would share it with others!!! And, share your comments below!


Much Success!

Have an outstanding day!!


3 Responses

  1. Sara: I’ve investigated almost EVERY CRM out there. Each one has much of the same functionality, but about 15-20% of the features of each one varies with some important differences. I can work up a features comparison sheet, if that would help.

  2. That would be such a great addition…..everyone needs (or perhaps “wants”) something different. If this chart has appeared somewhere, please let me know. Thanks Sara and Michele!!

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