Aggregated client data is only useful if you act on it. We’ve been using Salesforce to track client interactions and it’s helped us personalize our outreach big time.
One thing that’s worked for us is setting up regular data review meetings. We go through the numbers every month and ask, “What’s changed? What’s working? What’s not?” It keeps us focused and stops us from getting stuck in analysis paralysis.
Also, don’t forget to share insights with your team. Data is only powerful if everyone’s on the same page.
One thing that’s worked for us is setting up regular data review meetings. We go through the numbers every month and ask, “What’s changed? What’s working? What’s not?” It keeps us focused and stops us from getting stuck in analysis paralysis.
Also, don’t forget to share insights with your team. Data is only powerful if everyone’s on the same page.