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Thank you

Your appointment with Michael Bryant is confirmed.

We will call you on the day to discuss how CRM can help your business and answer any questions that you may have.

In the mean time, here are some questions that we may cover in the session:

Non-CRM users

  • How do you currently manage your data eg Excel, Outlook, paper?
  • What are the key drivers for your business to implement a CRM?
  • What workflow improvements are you hoping to achieve using a CRM?
  • Have you used CRM in the past?

Current CRM users

  • Have you customised your database to capture relevant business information?
  • Have you and your team received training in the CRM?
    Are you running reports on your database to analyse the data you capture?
  • Are you using your CRM to maximise your ROI?
  • Do you have a designed workflow in your CRM?
  • Do you feel your CRM has limitations for your business?

If you have any questions about this consultation, please call Lauren on 02 94312222 or email lgerrand@acttoday.com.au

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