Smart Agency Masterclass With Jason Swenk: Podcast For Digital Marketing Agencies

Are you using CRM software the best way to track leads for your business? If you are facing some challenges, I can help. What are the best ways of using CRM Software to track leads and project cashflow? Customer Relationship Management (CRM) is HUGE in any industry where you’ve got multiple leads at various stages in the sales process. CRM software is a must in keeping organized and optimizing every opportunity. The best way to use CRM is to create levels and use the levels to get a handle on cash projections. [ctt title="Here are 3 steps you can take to manage your relationships and get a snapshot of revenue. " tweet="Here are 3 steps you can take to manage your relationships and get a snapshot of revenue. http://ctt.ec/j_kgW+ via @jswenk #agencycrm" coverup="j_kgW"] Step 1: Create Levels My agency had four levels in our CRM system for prospects who requested to be contacted. Level 1 - This level is people we needed to chat with and qualify. Remember to use my NBAT technique to qualify leads quickly. If you