Is Your CRM Just A Sophisticated Rolodex?

We have all been to that era when a filled rolodex was the symbol of a thriving business. Those were the days when business cards were collected, and their data carefully transferred to the rolodex. Perhaps one would say that was the time when lead generation was at its simplest, when lead generation company and lead generation services were not yet part of every businessman’s vocabulary. Life was easy back then, you meet somebody at a conference, a product launching, or a fair, you exchange cards, and later you give the person a call and set up an appointment. Selling was done in the golf course or at the club.

In today’s cut throat business environment, the rolodex is a symbol of a bygone era. It has been replaced with the more expensive customer relationship management (CRM) software. But really now, do you use the CRM database as it is supposed to be modernly used or is it just a symbol of your thriving business and today’s version of rolodex ?

Here’s a checklist if you are effectively using your CRM:

• Is it regularly updated?
• Are the data in your CRM accurate?
• Does the team working on lead generation and sales have access to it?
• Do you regularly collect the data from the CRM and analyze it to improve your lead generation
• and sales performance?

Don’t let your expensive CRM just be a modern rolodex. Take the time to learn its features and find ways to effectively use them. After all, you are now in a CRM era so you better stop your rolodex mentality.