What's most important to do with your database of clients/prospects that must be done each day?
Contact leads by phone, letter, email?
Contact clients by phone, letter, email?
Set up reviews of existing clients?
Send out a newsletter to keep your name in their mind?
etc...
I try to think of anything that can be automated to a point and create a way to get that done with the CRM.
Good luck
Contact leads by phone, letter, email?
Contact clients by phone, letter, email?
Set up reviews of existing clients?
Send out a newsletter to keep your name in their mind?
etc...
I try to think of anything that can be automated to a point and create a way to get that done with the CRM.
Good luck
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I would agree with Wino. I look for when they need it, how much is their budget, how long have they had/have not had insurance, and health. What ever the major things you need to complete an application is a good start. Add more as you see the need.
I use a lot of automation with my database. It schedules calls/emails/todos for me based on what the response is from the last contact with the client. I use Agency IQ for that and they do a pretty good job. I may move away from them and go with ACT with Northwood sales automation bundle, but that is not for the faint of heart (set up can be a bear). If you are looking for something that's easy, try agency iq.
I use a lot of automation with my database. It schedules calls/emails/todos for me based on what the response is from the last contact with the client. I use Agency IQ for that and they do a pretty good job. I may move away from them and go with ACT with Northwood sales automation bundle, but that is not for the faint of heart (set up can be a bear). If you are looking for something that's easy, try agency iq.
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