If you weren’t living under a rock in 2015, you’ve probably heard about the New York Times best-selling book The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondo. What makes Kondo’s technique different is her approach to tackling organization by category. Most people tackle clean-out projects one area at a time; closet, dresser, desk, etc. but the flaw in that system is one never really knows how many things they have until they see EVERYTHING in one pile and go through them in totality. Take my word for it, this is an eye opening experience! Taking the time to see what you really have, what you actually want and then returning them in an organized fashion makes day-to-day life run much more efficiently.
If this method has organized and ultimately changed the personal lives of many, why not apply it to your professional life as well? In a professional services firm partners maintain contacts in their Outlook, marketing departments store their information on Excel spreadsheets, tax return information is kept in one system while billing uses a separate system and recruiting efforts utilize different programs. There is no centralized area to see all of the information your firm maintains. How can a firm run efficiently if they can’t see all this data in one place? Are you serving your clients effectively or are you missing the opportunity to cross-sell services? Do you know where you stand on billings? You get the point – you need to declutter and organize your data!
While this may seem like a daunting task it doesn’t have to be. By implementing a CRM system designed specifically for professional services firms all of your information can be easily organized and available at your fingertips. Just like an organized closet helps you see everything you have so you can pull out what you need when you need it, a CRM system does the same thing for your firm. Accounts, contacts, firm billings and campaigns are all organized and ready for you to get the data you need when you need it!