Exercise caution when CRM systems encourage you to batch-import thousands of contacts into the system. Not only does this take up valuable space (more on this later), but it also increases your chances of being distracted by the appearance of a healthy sales pipeline.
For example, if you import 1,000 contacts, how many of them do you do business with?
Resist the temptation to utilize a CRM system to email thousands of potential leads when very few of them are actively engaged with you. It’s a surefire way to the spam folder, and nobody wants to be branded a spammer.
Some familiar methods below;
The philosophy behind Relotis CRM is based on the 80/20 rule which states that 80% of effect is in 20% of the cause.
In Relotis, all contacts are Leads, and we use the term interchangeably. You can add contacts as leads, or as contacts attached to Opportunities. This means all your contacts in Relotis are specifically tied to a deal or opportunity, so there are no redundant contacts in the system.
Most small teams don’t need all the fancy bells and whistles commonly seen in many CRM systems. At best they can distract you from focus on productivity, and at worst they sell you features you don’t need. The simplicity of CRM should result in ROI within 60 days or less!
Managing your contacts judiciously simply means you should focus on the contacts you are currently engaged with. For every 20 contacts you have, you likely only do business with 1-3 of them. Yet, many CRM systems lets you batch import thousands of “prospects” when you realistically only do business with a few. Those few contacts are the ones that bring you more business.
Relotis aligns your focus on active contacts by ensuring all your activity revolves around currently engaged contacts. In other words, focus on the 20% of contacts that constitute 80% of your business.