There's A CRM App For That! 5 Simple Ways to Show Customers You Care

Entrepreneur.com has an article up on 5 Simple Ways to Show Customers You Care:

  1. Share Your Knowledge
  2. Ask, Listen, Respond, Adapt
  3. Reward Customers
  4. Hold a Customer Appreciation Event
  5. Do Good

It's a great article and I recommend you check out. Here is my take on how you can apply these points to your own business.

1. Sharing Your Knowledge.  Social CRM is here.  As has always been the case, with it you can manage your e-mail newsletters.  You can now also manage your incoming and outgoing Social CRM communications with applications such as Twitter or Facebook.

How to track a Lead in SalesLogix that was converted into an Account/Contact

Leads in SalesLogix that were converted into an Account/Contact can be tracked in three ways.

The first and easiest way to track Leads in SalesLogix is in the Account and Contact Notes/History Tabs. Both the Account and Contact in SalesLogix will have a history item of type note inserted for the user that performed the conversion. The Description will be Lead Conversion Notes, which can be used in a group query to create a list of Accounts or Contacts that have been converted from a Lead. The History notes will also contain the converted date and converted by information, as well as other information if it was filled out in the Lead Detail section.

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