Online Intranet office structure with custom databases to run your brokerage.

Good Advice on CRM – Customer Relationship Management

A post this morning about CRM over at Bloodhound Blog by Mark Green is right on the mark.  Actually, though I hit all of the required information and much more in the custom CRM databases here, I’ll take another look to see if there is more I can do.

Garbage in / Garbage out is also very true.  When you enter data into your CRM database, take the extra time to do it completely and accurately, correcting errors as you go.  Using the Google Forms I’ve written about here, you can do an easy import of the information into these databases.  However, if the site visitor has entered errors (likely), then correct them before or after the import.  I like to do it in the Google Spreadsheet before the export to .csv.


Reblog this post [with Zemanta]



Download Free Database Layouts


Tagged as: , , ,

1 Responses »

Trackbacks

  1. Is CRM already dead or still dying? « Fredzimny’s CCCCC Blog

Leave a Response