Once your business outgrows you and a few contacts on your phone it is worth implementing a proper CRM (customer relationship management) system.
- Register with ICO (Information Commissioners Office) and pay the necessary fee. This will vary with the size of your business but starts at £40 per year. Ensure that you record all the ways that you will use personal data.
- Choose a CRM system that suits your business needs. Do you want to track prospects or to hold more detailed information for existing customers. DO you need to include tasks and workflows? Do you want it to integrate to your emails or a a bulk mailing system?
- Give all your team access to add, update, and generally use the system. This will ensure that they are informed before all client contact.
- Regularly update and maintain customer data. This is one of your responsibilities under GDPR but it also makes sense for the business to hold the lates information
- Use CRM analytics to improve customer relationships and to track which marketing campaigns are most effective