All field notes
Business Growth · March 2021
Simple habits that make any CRM useful
A record of where every enquiry came from and what happened next is worth more than any feature list.
By Michelle Leir · Published · Updated · 2 min read
Software rarely fails on features. It fails because nobody records the source and the outcome, which are the only two fields marketing needs.
Always record the source
Search, ads, referral, social, or repeat customer. Without it, no report can tell you which channel deserves next quarter's budget.
Always record the outcome
Won, lost, not a fit, or no response. Four options, chosen in seconds, produce a close rate you can trust and a definition of a good lead.
Review sources against outcomes monthly
That single table tells you where good customers come from. Most businesses discover their assumptions were wrong about at least one channel.