CRM Spring Cleaning: How to Scrub and Polish Your List for Better Results [Free E-Book]

This month’s featured e-book is all about tidying up the data found in your CRM. Whether you use Infusionsoft or not, you’ll definitely learn a lot about how your can get organized and focused on your customers. Wes Schaeffer has shared some of his best advice so you can put in practice into your business so you can succeed.

In this free e-book, you’ll learn all sorts of productivity tips for your small business. The first step is actually not in your CRM software, but in your inbox. You’ll learn some advice on how to stay on top of the chaos in your inbox. Throughout the rest of the e-book, you’ll discover how to manage tags, tighten up your affiliate program, optimize your custom fields and more. You’ll also learn about how to rekindle relationships with customers that you might have neglected over the months.

Even if you’re just starting out with small business CRM software, this e-book will serve as a great guide for what to do to stay on top of it so no customers fall through the cracks. Even if you don’t use Infusionsoft, you’ll get a good idea on how to clean up the data in your CRM so it’s a source of joy, not pain. Download this free e-book and learn how to “spring clean” your CRM to maximize productivity, efficiency and of course, sales.

CRM Spring Cleaning is authored by Wes Schaeffer, owner and founder of The Sales Whisperer, a marketing consultancy specializing in Infusionsoft. In addition to creating helpful (and entertaining) content, he commands great expertise in teaching sales strategies for small business. He’s an Infusionsoft Certified Consultant and has used CRM software since 1998. When not helping business owners and sales people grow, Wes can be found in the gym, on the golf course or doing a little open-mic night at his local comedy club.

Curious about more e-books on sales and marketing? Swing by our online library of free e-books for small businesses.

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