How Is Your Field CRM Sorted?
We’re brainwashed to sort lists by letter and number. It’s like once we start singing our ABCs, we think that’s the best way to arrange everything. Unless there’s a number. Then we can’t help but put lists in sequence. But chances are your customer relationship management system has your clients listed by name or by number. Why? Seriously. Why?! Are the A's your best clients? Does their phone number or account number make them easier to call? No. So why…