Phil Risher shows three ways to turn CRM data into cash: email your list with a promo, segment past customers for cross-sells, and re-engage lost estimates with a limited-time offer.
There's so much opportunity inside of CRMs. The first way that you can take your data from your CRM and turn it into real cash for your business is by taking all the emails out of it and sending them an email with some type of a promo or offer. The second thing you can do is segment out your database. You could say okay everyone that I did this service for I need to send them a complimentary cross sell service for this. Another low hanging fruit is all the estimates that didn't close. Take all those people and send them an email that says hey right now we have a promo going on. Do you want to take advantage of that? It's good for the end of the week. If you're tired of dropping the ball and missing out on all these low hanging fruits fruit opportunities for your business, shoot me a DM and I'll walk you through exactly how we set these up in businesses to help them double triple revenue year over year.
