How to Get Your CRM Sh*t Together

Customers make your business successful and you always want more of ‘em. Where do you get them? They’re probably sitting under your nose man! Where to start? Take 30 minutes each day for ONE WEEK and do the following whether you’re just starting out or you’re a 10 year old company.

Day 1. Download ALL of your contacts from your email client. (Outlook, Gmail, etc.)

Day 2. Collect all the business cards you’ve received over the years and put them in a spreadsheet (forget the address even! Input name, title, company, email and phone.)

Day 3. Download all of the people that may have purchased something you sold from your e-commerce system.

Day 4. EVERYONE IN THE POOL! Ok a spreadsheet works. Have one column for how you know them (i.e. purchased, tradeshow, BFF, Gmail, Family, etc.)

Day 5. VERY IMPORTANT – Flag “Influencers.” These are people who are gonna amplify your message to their friends and followers (they have a lot of them).

Day 6. Upload them into your contact manager or CRM provider so they’re in one freakin’ place. (Zoho, Insightly, Act!, Salesforce)

Day 7. Send them an email. Use an email marketing provider like Mailchimp or VerticalResponse so you can get any bounced email (you’ll have a bunch if you haven’t reached out in a while, don’t get discouraged. People move jobs, change email addresses!). Make sure you do a special email to your “influencers.”

Do this every month so it’s not so daunting. Then you’ll have one list of people who might just buy from ya because they can now see your sh*t.