Structuring CRM Right the First Time

[Zach Robbins]

Hey Everyone,

I'm looking to start using a CRM to help track everything. These days so many CRM's are easy to customize and for the most part are user friendly once the setup is complete. I feel getting the database structured and setup right the first time is an important piece to making it successful. While most people are asking what to use I'd like to ask how you have set yours up. 

For example, one question I've been asking myself is should I use the property address for the lead/account name instead of the contact name? In a round about way the property itself is the item you are looking to track history on. Also if you're driving for dollars you may not have a contact name to use for the lead name at the time. 

What is your take on this and what are some other unique things you have done to help make your CRM work better for you? 

Zach