5 Tips for Leveraging Your CRM Data

Some of the most valuable information you possess is found within your customer relationship management (CRM) system. It contains a wealth of customer and prospect data that can provide valuable insights not just for sales, but also for your marketing efforts. Here are 5 tips for leveraging your CRM data:

  1. Create targeted campaigns
  2. Track client and prospect engagement
  3. Personalize messaging and communication
  4. Search for prospects
  5. Keep your data clean

Overall you should leverage your CRM data in ways that are targeted, thoughtful, cost effective and opportunistic, to maximize your marketing efforts.


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