By Tatiana Kiblyk
I had this experience a couple of times before and it clearly demonstrates the value of accurate records in CRM. Today I received a call from a potential Dynamics AX customer who ‘spoke to someone in our company before’ but could not remember the name. He was ready to start the whole conversation all over again, but I called up their company’s record in CRM. I was able to tell him that he spoke to Lisa, it was in October and what was the last contact about. He was very impressed.
Don’t underestimate the value of these first impressions on potential customers! If you are able to demonstrate that you are organised and accurate, it reduces the feeling of insecurity and the perception of risk of doing business with your organisation.