Does your company data need a clean up?

Hey, Mike Callahan here with a quick video. Just finishing up day two of a two-day deep dive in sunny San Diego. As we’re driving in today, had a question that popped up-  How are you handling the standardization of information in your CRM, your customer relationship software that you use? Whether it’s an Excel sheet or a glorified CRM, things that we need to be looking at is a standard way to enter in the client’s first name, last name, a way to track if it’s a commercial client, the business name. How they heard about you for lead source tracking to see how many people came from each marketing source. How many converted into a client and the actual cost of an acquired customer. In addition, are you tracking things like cell phone and signifying where the cellphone is stored? With different technologies coming out like ringless voicemail bombs, we have the ability to automate phone calls. So for instance, one day or three days after an estimate, we can create a solution through automation to actually drop an automated phone call that hits a cell phone doesn’t ring, and it can leave a pre-recorded voicemail saying, “Hey, it’s Mike from ACME Lawn Care, left you an estimate three days ago. Was wondering if you had any questions and if you’re interested, feel free to sign up on our online estimate. Sorry I missed you wanted to leave you a voicemail.” Where now, we are leveraging some of the information and data hygiene we’re putting into our CRM or even an Excel sheet or QuickBooks to manage the workflow in a standardized way. And if we ever go to shift from, say, an Excel sheet or QuickBooks to a CRM or customer relationship management software that does scheduling, billing, invoices, or automation, we have a very clean list that’s standardized that can be imported or exported out of the software system. If you have any comments or questions, drop them below. But my question for you is how are you handling your marketing list and your data hygiene in the system you’re using inside your service business this year?