Drive Targeted Traffic to Your Online Store
Posted by Martin Emily on January 31st, 2017
As you are a manager of the sale department, have you ever questioned yourself about how your team works for a day? Have you ever had to make a phone call just to find out whether other members already to contacted the customers?. Nowadays, due to the development of technology, we have more ways to control this problem.
2. Avoid duplicate information
As email address is becoming more unique for each individual, one simple típs to prevent duplicate records is comparing the address of the contacts. While adding a lead/contact in AntBuddy CRM, you now have a great technichcal to check whether the newly added information already exists in your CRM account. This will absolutely save the effort of going through the records for duplicates
3. Use Roles for Security
With data getting from several sources and multiple users accessing it, keeping a clean CRM database is not that easy. One best practice is controlling access to data in your CRM account. Define which roles that will help you control the access rights of users while working with CRM data. That way, users will modify only those records that are relevant to them.
Customer data plays a very crucial part in sales as well as the success of a company. Therefore, every business needs to arrange their data reasonably. Besides 3 tips mentioned above, there are still may ways that you could manage your customer information. And AntBuddy is a useful platform to do that for you.
Now if you are interested in AntBuddy - CRM platform, please visit us at http://antbuddy.com for more information about us
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About the AuthorMartin Emily
Joined: January 29th, 2017
Articles Posted: 7
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