Same, referrals and being seen working with my big company logo on my back. [quote=“wcs, post:80, topic:36436”]
Now to bring up the dreaded topic “disability insurance” question. What are you folks doing for the “just in case” factor that we all deal with?
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Part of my insurance package has a personal injury clause, should be part of yours too. If not, go buy a smelly fish and smack your broker around.
the single biggest change/improvement for me was switching to the customer factor.
the marketing aspects of it blow away anything else i looked at and it has made a huge difference in customer retention and overall sales.
i looked at a lot of choices and the jobs i wanted the software to cover are in basically 3 categories:
field service: managing invoicing, payments appointments,
communication: logging conversations be they mail email phone
prospecting: managing prospects until they become customers
remarketing: managing the ongoing contact with past customers to keep your name in front of them and make sure they know you care about them.
ok i feel like i’m the spanish inquisiton sketch there are 4
mobilty: info and function on the go
there 5 jobs i wanted the software to do
one service i tried which has frequently refferred to itself as a crm told me flat out on their help desk that were NOT A CRM!!!
tcf is no where near as elegant as many newer apps but is very sophisticated in many areasthat others lack or are present but then the field service aspects are weak or non existant. and steve is working diligently to improve all aspects always.
out of respect for steve i will not go into further details here but pm me if you like.