Database Management

Database Management

Database Management

With Database Management, your money is in your list. It is 20 times easier to sell to an existing customer than to find a new one.

This is why it is important to have a client database and to nurture it. This can be done by ensuring all interactions are recorded so that when you have a meeting with your client, you have all the information about previous conversations at your fingertips. It is very hard to make major sales without it.

For smaller businesses, list building can be done online with prospects registering their interest or downloading a freebie directly from your website through a squeeze page, like with Get My Black Belt.

I can help with the set up and maintenance of both these scenarios:

  1. Salesforce is the golden standard for medium to large businesses. I can set it up with the correct fields in the correct places so you can record the information you need as a prospect goes through a purchasing cycle. This includes information about leads, contacts, accounts and prospects as well as sophisticated reporting.
  2. Other online tools such as Kajabi also have useful CRM elements.
  3. Marketers’ Choice is ideal for smaller companies where the focus is on email marketing such as setting up autoresponders to build a relationship and update prospects about your products.


Salesforce Database Screenshots

If you would like to learn more or would like a free quote, please do not hesitate to contact me!