Gathering data is crucial for interactions with both your clients and referral partners. This module is focused on data collection, storage, and how to use that data to help not only you but your clients as well.

After reading this module you should be able to:

• Understand why a CRM software is beneficial to your business.
• Recognize the right data to capture from every relationship.
• Identify possible referral partners in your community to reach out to for a business to business relationship.
• Build and cultivate relationships with your clients by understanding their needs and preferences.