In these cases, I recommend that you clearly define a series of segments to be able to differentiate the treatment.
Make use of labels
Tags are a great way to organize your prospects and customers. They're used in CRM software, marketing, invoicing ... everywhere.
Typically, software will allow you to put as many labels as you want on each contact, and you can take full advantage of this.
During the sales process, try to russian phone number search have a series of labels ready to mark your contacts and define them clearly. This helps you separate the urgent from the important, and prioritize your daily actions by knowing more about your clients.
Are you short on ideas? Here are some examples of labels you can put into practice:
Important : people who should be given preferential treatment
Connectors : people who can bring you more sales
High maintenance : contacts that require a lot of work
Existing : Previous customers, most likely to close
Referral : Contacts that arrive through a certain channel
As you can see, labels are useful for describing your client portfolio. Some have positive connotations and others not so much, but the idea is that you can get to know who you are dealing with in depth.
Record all the information that may be useful
In addition to the data you can enter in your sales form, it is advisable to save all the information you consider essential about your client. But sometimes there is nowhere to do it.
Look for an option to create custom fields in your CRM tool. These options will allow you to add additional information in a structured way, so you can have all the data necessary for an effective sales process.
This depends a lot on your industry, but over time you will get an idea of the type of information you should have on hand when talking to your client. Some examples:
Data on your current service and permanence, in case of portability
Your location and preferred times to talk
The main objectives of your company
Simple data such as your birthday, or social networks
