Book Image

The Small Business' Guide to Social CRM

Book Image

The Small Business' Guide to Social CRM

Overview of this book

Table of Contents (17 chapters)
The Small Business' Guide to Social CRM
Credits
Foreword
About the Author
Acknowledgments
About the Reviewers
Preface
2
Social Business – the Foundation of Social CRM

Summary


In this chapter, we explored many of the best practices that are associated with the CRM aspect of SCRM. CRM, in itself, is a database, and if you are not willing to make the commitment to keep the data clean and up to date, you will have nothing more than an electronic rolodex and one with marginal accuracy at best.

However, if you are willing to pursue the use of your SCRM religiously and make it a reflex part of your daily routine (reflex comes with repetition), it has the potential to return enormous benefits to you and to your small business!

Just think of this: a well-maintained CRM will allow you to have the following at your and your team's fingertips:

  • All client information

  • A history of your notes and shared communications

  • Open and completed tasks and events

  • Opportunities that are in progress

All of this regardless of whether you are at your desk or on the road. This is tremendously empowering! In order to take advantage of this, and this is sometimes a challenge for people who...