It's something that is continually evolving. We use a CRM system that helps us track leads and customers, which is extremely helpful. So we can log into it and look into each customer and see what they're asking for and see what their needs are.
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I can't stress enough the importance of goal setting. Each year we set measurable goals, and we review them continually to make sure we're moving toward reaching them.
Return to the lead management FAQ guide and read the rest of Jay's expert responses.
This was first published in January 2008
Channel Strategies for the CIO