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A messy database costs you business. We'll organize your CRM from the inside out so your contacts, campaigns, and touch plans are all set up to generate results.
Ensure database is tagged appropriately (Including DTD2)
Ensure database relationships are set up correctly
Create filters for lead generation, marketing, and touch plans
Create auto-plans for incoming leads
Create quarterly touch plan for past clients, vendors, and referral advocates
Set up a campaign to gather missing contact information
Set up a holiday email campaign
Set up database on market reports (as applicable)
Set up a campaign to engage your database through the app (as applicable)
Set up transactions (as applicable)
Set up finances and business tracking (as applicable)
A messy database costs you business. We'll organize your CRM from the inside out so your contacts, campaigns, and touch plans are all set up to generate results.
Ensure database is tagged appropriately (Including DTD2)
Ensure database relationships are set up correctly
Create filters for lead generation, marketing, and touch plans
Create auto-plans for incoming leads
Create quarterly touch plan for past clients, vendors, and referral advocates
Set up a campaign to gather missing contact information
Set up a holiday email campaign
Set up database on market reports (as applicable)
Set up a campaign to engage your database through the app (as applicable)
Set up transactions (as applicable)
Set up finances and business tracking (as applicable)