This is the Standard Operating Procedure (SOP) for our Customer Relationship Management (CRM) tool

Why do we need an SOP for our CRM?

1. Capture Everything

No matter if it’s a lead or not, capture everyone in the CRM, this list is used for future marketing also

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2. Create a new person and company details

No matter if it’s a lead or not, capture everyone in the CRM, this list is used for future marketing also

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3. If not a lead, create a follow up event if appropriate

New prospects may require 5 touches before they consider doing business with us.

If we do this in worketc, it appears the notifications do not work?

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4. If a business lead? Create a lead!

Be sure to assign value and stage % to the lead.

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5. Check back on the lead in weekly meetings.

Ensure follow ups are being made

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6. Move the lead through the pipeline stages