Are you looking to reconnect with customers who haven’t heard from you in a while? Re-engaging with past clients can boost your business and strengthen relationships. CallProof makes it easy to identify accounts that need some love. Here’s how you can use CallProof reporting to find those clients:
Step-by-Step Guide to Running CallProof Reports:
1. Log In to CallProof
Start by logging into your CallProof account. If you don’t have one yet, sign up on our website.
2. Navigate to the Accounts Section
Once you’re in, head over to the accounts section. This is where you’ll find all the information you need to track your communication history.
3. Select the ‘Last Contact’ Filter
Select the ‘Last Contact’ filter to change to ‘Not Last Contacted’, then select the timeframe to focus on. Our example shows ‘Not Last Contacted’ for the last 90 days.
4. Select Search to Identify Follow Up Clients
Once the filter in step 3 is completed, simply select search. The results will show the companies that have not had activities in the specific timeframe. If you have the ability to export, you may do so using the link on screen.
5. Review and Take Action
Review the list of accounts and prioritize your outreach. Start with those that haven’t been contacted in the longest time. A friendly call or email can go a long way in rekindling interest.
Re-engaging with customers shows them that you care and are attentive to their needs. With CallProof, staying connected has never been easier!
See CallProof in the field
CallProof’s mobile CRM routes your visits, logs calls and emails automatically, and syncs with your calendar, so reps spend less time on data entry and more time selling. Explore the mobile CRM or book a free demo.