Establishing and maintaining credibility with potential referrers—such as plumbers, insurance agents, and carpet cleaners—is crucial in disaster restoration. One of the most effective ways to build this credibility is through meticulous tracking and documentation of interactions with these contacts.
With the fast-paced nature of field or route marketing, where reps make frequent stops and engage in numerous conversations, maintaining organized records of these interactions is crucial. A well-implemented Customer Relationship Management (CRM) system serves as a valuable tool to streamline this process, ensuring that relationships are cultivated effectively and every interaction is meaningful.
