Tracking Client Data in business is one of the best and fastest ways to grow a small business. Period. ❓Do you track client details and activities?
Category: Business Growth, Business Operations, Technology
Everyone has that messy drawer where we throw random stuff never to see the light of day.
Not tracking vital client activity can be the same type of mess.
Many business owners don't have a database or a CRM system (client relationship management).
And if they do, sometimes they don't maximize all the features and reporting it provides.
This could hinder performance and/or growth if we're not tracking metrics or accurately tracking metrics.
🎯 Goal: Spreadsheets are not the answer when it comes to tracking clients and their investment in our products/services.
Invest in a proper CRM. If you already have a CRM, spend some time and clean up old, outdated data such as unsubscribed clients. Categorize them accordingly.
🚧 Actionable item: Research different CRM systems such as Hubspot* or SalesForce. Hubspot has a FREE trial that never expires. We have actual experience with how it improves business operations to be able to recommend this product. We appreciate the support.
*We're not sponsored by Hubspot, but we have an affiliate link.
https://hubspot.sjv.io/c/3893040/1001264/12893
💥 Here's our video podcast about managing activity in your business to avoid disorganized document control:
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Welcome to the Biz Glitch 366 series where we discuss 366 mistakes that we've made and seen in business over the course of 6 decades collectively.
We'll share a mistake of the day aka GLITCHES. We've organized the 366 glitches into 21 categories. Accounting, Bookkeeping, Branding, Business Growth, Business Operations, Business Structure, Credit Score, Culture, Customer Service, Cyber Security, Financing & Financials, Human Resources (HR), Insurance, Marketing, Mindset, Legal Issues, Outsourcing, Sales, Technology, Training/Education, Website Management
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60+ years combined of owning, running and managing businesses and working with thousands of business owners to understand how business can be fun or it can falter.
Know ahead of time what mistakes to manage and what problems to prevent...BECAUSE THEY HAPPEN!
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