Simple, you keep track of who you spoke to and what was discussed. In addition, there are a lot of additional options that make life as an entrepreneur easier. It helps you achieve and track sales goals. There are tools to link your email and send newsletters. And there are an infinite number of possibilities for the large or small entrepreneur. We mainly focus on a simple CRM system for small entrepreneurs who do not employ a team of sales people.
A simple CRM system,
can keep track of your contacts.
can keep track of what you have discussed.
You can link your email, so that you always have an overview of a contact.
You can keep your customers informed with a newsletter.
With these simple tools you can easily keep track of what is going on between you and the customer, what you discuss and agree on. So that you always have something to fall back on at the next appointment. Whether it concerns a business meeting or something personal, it is nice to go into a conversation well prepared.
No sales CRM?
Most CRM systems are very sales focused. It's all about the next sale. But that may not be that relevant to you at all. Perhaps you are much more interested in keeping track of customer development and documenting clearly but simply what has been discussed and emailed to each other.
Then you can use a simple CRM system if sales is not the goal. For example, for the plumber who wants to easily see when he was last with a customer, and what maintenance was done and what was discussed with the customer.
We make an overview simple and free CRM systems. Have you seen that one yet?
Or the painter who sends a newsletter to regular customers every few years to ask if it is time to update the house again. It is useful to know when you have been for the painting work.
Also a consultant's company that likes to keep track of who they talk to. What they discuss, so that they can not only go through it among themselves, but so that they can also easily find out later what was discussed at that time. And then of course also linked to the emails, so that you can easily see in a timeline what email contact has taken place in between.
Actually just one simple CRM system that remembers exactly what you would actually like to remember and does what you would otherwise have to do yourself, or would not have time to do. With the aim of making it easier for you and not forgetting it.
How is that different from a large CRM system?
Large and well-known systems are often made for large companies with extensive sales teams. Many functionalities that are usually not used anyway. A complex CRM system with many bells and whistles, which can only be set up by expensive consultants. Expensive, more expensive, most expensive is the common denominator.
A simple CRM system must be very simple to use. Intuitive and immediately workable when you start, without having to make an extensive study of it.
That is what a simple CRM system should be.