ContactEase Quiz: Rate Your CRM Relationship

Is your CRM Relationship Red Hot or Ice Cold?

Send holiday/birthday/key event cards

Send client thank you cards or gifts

Manage events

Track ROI on events and other marketing activities

Send newsletters and/or alerts

Identify and track your firm's top clients

Identify sales/cross-selling opportunities for your professionals

Email clients about new service capabilities and practices

Develop broad client relationships

Ensure accuracy of client information

Track referrals

Manage business development efforts of your most valuable clients

Suggest things your professionals could do to strengthen their relationships

Analyze your sales pipeline with dashboards

Conduct client surveys/focus groups and record the results

Perform client service reviews (and link them to records in your CRM)

Invite clients to sporting and cultural events

Analyze metrics from your mailings

Regularly update your firm's mailing lists to ensure the right people receive the right communications

Manage prospects and plan follow up activities

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