The Ultimate CRM Cheat Sheet

Learn how to capture the information that will really help you connect.

If you’re using a CRM, you already know that you should be including all of your client’s contact information. But if that’s all you’re doing, you’re missing out on valuable opportunities to connect.

Print out this helpful guide and keep it in your work space, so that you remember to capture the information you can really use.


The Ultimate CRM Cheat Sheet

  • A guide to recording the data that will help you build profitable relationships.

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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more