Routine CRM Maintenance Tips - Part 1

crm maintenance systems Apr 17, 2023

Your car will not continue to perform as designed without routine maintenance. Oil & filter changes, tire rotation & brake pads, car washes & tune-ups are necessary to keep it running smoothly and avoid costly fixes down the road. Your Vast Action CRM is much the same.

A CRM is a tool to help keep your business running smoothly, and doing routine maintenance tasks will optimize its performance. But neglecting it can result in missed opportunities to optimize marketing and time-consuming clean-up efforts in the future.

If your CRM isn’t on a routine maintenance schedule, there’s unrealized potential there waiting for you. A simple CRM maintenance schedule can save you time and money over the course of a year – and we all know time IS money.

1. It starts with a solid foundation. Get to know your system.

When you get a new car, you spend some time learning how to drive it and take care of it – from locating the cruise control to setting up the...

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Systems for Business Growth

systems Dec 17, 2017

Elizabeth Hancock (Guide and mentor to financial and emotional freedom) interviews Amiee Mueller on how having systems in your business helps grow your results.

Listen to the audio to learn:

  • How to know when you need a system
  • What the characteristics are of a good system
  • Why a good system is necessary for growth

To download Amiee's handout, click here. (You only need to enter your name and email. She doesn't share your email or spam you)

Click Here To Play Audio File In a New Window


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CRM for Profits & Satisfaction

systems Sep 03, 2017

(Customer Relationship Management)

If you are in a business or organization in which repeat business with people who have already used your product or service is a goal of yours, this topic will help you.

Implementing a contact management program (which I use as a customer database) into my business
has had an undeniable impact on our profits, customer communications, and efficiencies.   Previous to using a database, my system consisted of filing receipts and entering basic information into an Excel spreadsheet – which is the least you should be doing if you are not going to use a CRM.

 The benefits of using a database are as follows:

  • Target market for events, I can send emails or direct mail to customers when I’ll be at an event in their area.  Often it will include a promotion such as bring or mention this coupon to receive an extra 10% off your order at the event.
  • Invite service call requests from customers when I know I’ll be in their...
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