Redtail’s Training Team puts together these “How to Handle” posts in order to make you aware of some of the ways you might use Redtail CRM to assist with processes, events, etc., that are likely to come up for most offices at one point or another.
This one will focus on how you can use Redtail CRM to track and reward client loyalty. For each step in the directions, we’ll provide relevant links from our helpdesk as well as images or gifs to give you a better idea of what the process looks like within Redtail.
Observation:
Directions:
1. Populate the ‘Client Since’ field, Marital Anniversary Date, and DOB for each of your Active Clients.
Contact Details
Redtail Essentials: Contact Record Video
2. Record client hobbies, interests, beliefs, or priorities in the ‘Personal Interests’.
2. Record client hobbies, interests, beliefs, or priorities in the ‘Personal Interests’.Know Your Client: Personal Interests
How Do I Add New Personal Interests To My Database?
3. Use the Reminder reports to find Marital, Birthday, or Client Since milestones.
a. Marital Anniversaries:
Wedding Anniversaries Reminder Report
b. Birthdays:
c. Client Anniversaries:
Client-Since Anniversaries Report
4. Create and upload Mail Merge templates for Birthday cards, Anniversary Cards, Client Anniversary cards, etc.:
How Do I Create And Upload A Mail Merge Template For Use With Redtail?
Redtail Essentials: Mail Merge Video
Mail Merge Fields
Sample Mail Merge Letter Templates
5. Send cards to contacts celebrating anniversaries.
How Do I Create Mailing Labels Or Envelopes In Redtail?
How Do I Run Mail Merges In Redtail?
Redtail Essentials: Mail Merge Video
6. Record the gift, event, and date sent as a note in the contact record.
Notes
Redtail Essentials: Notes Video
*BONUS: Here are some recommended occasions and ways to show client appreciation:
Result:
Result:Download a PDF version of these instructions below.
As always, if you have any questions you can reach out to our team at support@redtailtechnology.com or 800.206.5030. We are always happy to help you understand any aspect of Redtail CRM better so that you can better put it to use in your business!
