I wanted to share a mini post about how using the system is already having a positive impact on my ability to connect with my clients efficiently and effectively.

My business has grown over the last 12 months and I am blessed to have more clients than I did at this time last year. I wanted to send out Christmas cards to them and thought that this would be a good test of the filters that are within Zoho. 

Within my CRM it is possible for me to set filters and group together batches of connections, in this case clients, within seconds I had a list of clients that I could send a card to.

From this list I could whizz in and out of the contact info, which meant my card writing time was super fast, bonus!

As I am still finding my way around the system, I was also able to use it as an opportunity to fill in the gaps of the client data, for example where I hadn’t provided address data I could see instantly and was able to update.

I could also add in key words to identify their core offerings and some notes about my relationship with them. It was a good self training exercise!

As my client list continues to grow it is good to know I can easily see everything related to those clients all in one place.

And less time writing cards means more time connecting with potential new clients!

Merry Christmas 🙂