Lack of follow through can harm your company’s reputation. You’ve spent countless hours building a rapport, finding out the client’s needs, and then forget to send a quote. Mistakes like that can lead to a ton of lost revenue.

Successful follow-through requires some preparation, including understanding your customer’s needs and your own goals. You might say that you want to sell this person a widget by the end of the year or – bigger picture  – hit your sales numbers out of the park, but how?

It all comes down to the logistics of your follow-up work and information tracking. Is an email or a phone call best? When is the best time to call or email? Should I contact them this week or next month? No matter the time-frame, it’s important to set a deadline as soon as you finish talking to someone. With our Simple and Easy™ CRM you can keep track of all of these important details, like:

  • Who to contact (the Decision-maker)
  • How to contact (Email, phone call, etc)
  • When to contact (important with different time zones)
  • What to discuss (review call notes before you reach out to your potential customer)
  • Quotes written and project accepted

It’s as easy as logging in and your customer information is at your fingertips. Make the call or send the email, mark the task as complete, and schedule a new activity in one place. It really is that simple. You can access the CRM from your mobile device, laptop, or even a notebook with internet access. The Simple and Easy™ CRM has many more features that will help your business stay up to date with all of your clients.

Digital 55 can help you get organized. Our Simple and Easy™ CRM is just one aspect of how we can help you get organized, increase your brand, and generate more traffic. Call our Sales Team at 866-665-3887 or contact us. We’ll get back to you right away.