John is the owner of a Colorado based distribution company. He recently hired Mike to help him with sales. Mike lives in Kansas. With a growing sales team, John wanted more visibility over how sales activities are progressing.
In small organizations, when the sales team hears that now they will have a CRM, their first instinct is to resist, because they worry they will be micromanaged.
This was not a problem in John’s organization. Mike used a CRM in his previous job. He understands that tracking sales activities in CRM would give John visibility over his workload. It would also enable John to be proactive, and take action to support Mike in his role when necessary.
You’re probably reading a lot about how the cloud and software automation continue to make businesses run more efficiently. What you maybe didn’t know is that there are a lot of cloud systems that provide automation for small businesses. These two together add a lot of value to small business owners who use customer relationship management (CRM) platforms.
CRMs have become some of the most useful tools for customer communication, data organization, and automation services.
One CRM like this is the affordable and powerful Insightly, a program we’ve integrated into numerous businesses. We want to tell you a story about how Insightly helped a travel agency in Colorado, Chalets USA, that targets European tourists coming to the U.S. during ski season. This story should give you insight into how automation and the cloud integrate to aid many tasks otherwise taking hours to do.
© Can Stock Photo / swisshippo
If you do any amount of face-to-face networking, you know how business card quickly pile up. Once your wallet or organizer fills up, you dump the business cards you’ve collected in a file or drawer. Or maybe you wait until you have enough cards to wrap them with rubber band and store in a cute box, like this one!
Sure, it’s good to have those cards lying around for when you need to get in touch with a contact. But with so many cards, can you reliably find the contact you’re looking for in a timely manner? Unless you are super organized, it’s tough to find the card you need at the moment you need it.
Garbage In, Garbage Out
Tips to keep your CRM data sharp!
No doubt you’ve heard the old saying, “Garbage in, garbage out.” Well, it couldn’t be truer when it comes to managing your business data. A cluttered CRM will hinder your business processes and your customer engagement.
You’ve worked hard to get your CRM configured just right for your business! It serves you well, and you’re growing–Congratulations! Now you’ve hired additional people, and they’re all working hard, adding new contacts, new companies, and new opportunities. As you may have already experienced, things can get really messy really fast if you don’t have some processes and guidelines in place to keep your information clean.
CRM Spring Cleaning Steps
We have some tips for you on how to clean and maintain your CRM data. In the spirit of spring, begin now! Moving forward, if you adopt this mindset and establish good habits, from now on spring cleaning won’t be so daunting.
© Can Stock Photo Inc. / Elenathewise
It’s Monday morning, and you’re staring at your computer, waiting for the coffee to kick in. Your inbox has 3,700 emails, and 152 of them are unread. You’ve got three hundred or so contacts in Outlook (or is it Gmail?) and a stack of business cards on your desk.
What do you really know about the people your business serves? Your email contacts and spreadsheets with notes (and that pile on your desk) have some useful customer information, but you don’t have a system to help you dive into your work this morning. Which leads should you contact first? Which customers need attention right away?
Just because it’s a “good problem to have,” doesn’t mean it isn’t a problem. Doesn’t mean it isn’t painful. Doesn’t mean it shouldn’t be solved.
Rocky Mountain MicroFinance Institute had a good problem.
In 2014, this award-winning Denver nonprofit was growing and its impact was expanding. That brought more opportunities and more to do. And more to do meant a larger team, which meant tasks were more widely distributed.
More cooks in the kitchen.