Matt Bland – BOSS Client Conference 9

The idea is you utilize reports and the tools within the CRM to flag when things are coming back up. You document why you missed it. You flag a system that reminds you to go back after it. We run reports at the beginning of the year that show all the bids we missed in the previous year and when they should be coming back up for renewal. I go through that with our account managers and ask, ‘which ones do you have the best relationships with?’, ‘which ones are the most likely that we can close?’ – Let’s start having the conversations with them again earlier in the process. And by the way, I don’t have to spend any time pricing it hardly at all. And like I said, we’re seeing what’s about an 80% reduction in time if I have the data there when I price something the second time.

Matt Bland – BOSS Client Conference 9

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