It’s a pretty safe bet that you want better reporting. Most people do. It’s easy to realize that you’re not getting all the information you need from your CRM – are my sales up or down, are my leads worth the cost, etc – but it’s equally as difficult to know how to fix your CRM and finally get solid reporting.
The good news is there is a way to improve your reports and thereby improve your sales! And it just so happens that as I sit here on the train making my way to Los Angeles to provide live Infusionsoft training to a group of automotive salespersons, I was inspired to layout the nine steps everyone needs to put into action today to truly get the most out of your CRM reports.
Doing any one of these things will make your Infusionsoft application easier to navigate and improve your reporting accuracy. Doing them all will give you more control over your lists; allowing you to see where your prospects are at any given point in a sales funnel, building the foundation for systemizing your internal tasks, and creating visibility and oversight of employee activity. When you adopt these good habits you’ll have an edge over your competition.
In short, you can go beyond the 10-15% Infusionsoft productivity that most people achieve by adopting these best practices.
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Step One – Begin with the basics
Get right with your tagging! Consistency is key. Make sure you’re setting up categories that work for you not against you. Too many categories makes for a messy workspace, which leads to messy reports. Granted not having the ability to create subcategories is like having a utensil drawer without dividers between the spoons and knives, in other words totally forked up!
But there is a way! Yes, my friends with a little imagination you can have subcategories by naming your tags in a way that lets you know their respective place in the category. Make it easy to find and search for tags by adding keywords to names,
For example in a SALES category, adding [TELESALES] or [HOUSE] to the beginning of the tag makes them group together easily and gives you that added search capability when you’re trying to integrate with other tools like ClickFunnels or Apointmentcore.
When working with outside vendors, have them add the company’s initials [MB] to everything they create so you’ll easily know what they’ve had their hands on. (Remember you can always take them away later once the job is completed to your satisfaction).
By taking a few steps to create a consistent naming convention and then holding everyone accountable to keep in line with your company standards you’ll start to see improvements in your search and report capabilities.
In the next post, we’ll discuss Step Two – The ABC’s of report tagging. In the meantime, if you liked this post, join our Facebook group at the link below to stay up to date with all the latest content!
Michelle Bell is a partner at LifestyleWorkWeek, an Infusionsoft Marketing Automation Specialist, mother of two self-proclaimed nerds and Certified Trainer.