Best Practices to Using a CRM

The most important part of using a CRM is to truly make it your go-to resource on a daily basis. Even if you’re not using all of its features, stay loyal to the ones that you do use. 


For example, even if you’re accustomed to saving your business contacts in your email account, once you’ve uploaded them into your CRM, stick to updating it there. Your CRM should be able to do countless more things with those contacts than your email system. But if you continue to update or add contact info in your email contacts, the CRM tools won’t be able to take advantage. Regular syncing between the two is often an option, but be careful as you may accidentally delete previous info you didn’t intend to.


Back to your workday. Log into your CRM in the morning, and it should be reminding you of what needs to be done today, such as who you need to follow up with, any appointments you have, and blocks of time you’ve reserved for other tasks, such as prospecting or paperwork.


Time to circle back with a client you haven’t spoken with in a few months? Here’s where leaving great notes comes in. Even if your CRM is able to automatically log client phone calls, you’ll need to go in manually and leave detailed notes as to your conversation. Remembering specific, small details a client may have forgotten they even told you months ago can go a long way towards earning their respect to the point that they’ll go out of their way to refer you to others.


Finally, keep an eye on any AI functions your CRM offers. You’ll be amazed at what you can learn about your network. An obvious such feature would be email open rate, while some more advanced systems can even track if your clients have changed their home search parameters. Without being creepy, you can casually follow their new line of thinking by proposing it as a new idea.