We are what we repeatedly do. Excellence, therefore, is not an act but a habit. Aristotle
Its that time of year again, tax season! What better time to start new habits and processes than now. We all make resolutions with the coming of a New Year so lets make some for tax season as well. Tax refunds and CRMs do play well if you create good habits. You can take advantage of tax season by using your CRM to harvest potential sales among prospects who may have extra money in their pocket thanks to their tax refund. Take advantage and use your CRM to maximize your potential.
Resolution number one is to get in the habit of collecting contact information in detail by your staff. Make this more than a good habit but also a mandatory practice that your staff must commit to.
Resolution number two is to commit to using your CRM application to classify and find potential tax refund leads and clients.
Howard Leavitt, founder of AutoRaptor CRM shares more ...
The Article How to Use Your CRM to Maximize Tax Season appeared first on Automotive Digest.