Maintaining CRM Health In Lasso CRM: Clean Up And Leverage SSRUs

For homebuilders and developers using Lasso CRM, maintaining a clean and actionable database is vital to maximizing your CRM’s impact. Regularly auditing your data and using tools like Self-Serve Registrant Updates (SSRUs) can streamline operations, improve engagement, and enhance marketing precision.

What are SSRUs in Lasso CRM?

Self-Serve Registrant Updates (SSRUs) allow prospects or registrants to update their contact information and preferences directly within the CRM system. This self-service capability keeps your database accurate and up to date while reducing the burden on your sales and marketing teams to track changes manually.

Why SSRUs are valuable

• Improved data accuracy: Allowing prospects to directly update their details ensures their contact information and preferences remain current. Accurate data improves your ability to personalize communication and nurture relationships effectively.
• Time and resource savings: By empowering registrants to handle their updates, your team spends less time on administrative tasks and more on high-value activities like selling and relationship-building.
• Enhanced engagement: When registrants can manage their own preferences, they feel more in control and valued, increasing their likelihood of engaging with your communications.

Survey your database to create actionable lists

A healthy CRM isn’t just about a clean database—it’s about using it effectively. Regularly surveying your database with tools like SSRUs allows you to segment contacts into smaller, more targeted lists. Here’s why that matters:

• Personalized campaigns: Smaller, segmented lists let you tailor your messaging to specific audience groups, resulting in higher engagement and better conversion rates.
• Focused follow-up: Actionable lists help your team prioritize leads most likely to convert, improving sales efficiency.
• Accurate reporting: Cleaner segmentation ensures precise reports and insights, enabling better decision-making and more effective marketing strategies.

By cleaning out undeliverable contacts, managing inactive users, and utilizing SSRUs, you maintain Lasso CRM’s health and unlock its full potential for strategic, data-driven engagement. A well-organized and accurate database is the foundation of a winning sales and marketing strategy.