Last week, we talked about how to follow-up with your clients and customers. Some of the sales experts on my coaching call shared some really helpful advice on follow-ups, but making sure your clients don’t fall through the cracks is easier said than done. If only there was an easy way to keep track of everything….
Guess what? There is. And it’s free.
I spent half a day last Friday searching for a way to keep track of my clients, potential clients, first contacts, follow-ups, etc.
I’ve used SalesForce to do this in the past, but it’s not free (and some people don’t like it). I needed a different CRM (Customer Relationship Management) solution that my early-stage entrepreneurs can use for free.
The first tool I tried was Zoho CRM. It has a sleek interface and allows for 3 free user accounts. Unfortunately, it doesn’t allow you to customize the statuses and categories. You have to pay for that and it’s not very useful without it. Not a good example of a freemium service.
Then I tried Capsule CRM. I also liked the interface but it only offers 2 free user accounts. Since I have 3 people who need to use the system, that won’t work for me.
The CRM tool that I’ve decided to use is Insightly CRM. It offers 3 free user accounts, you can customize the statuses and categories, and it has a very user friendly interface. This is the CRM software I recommend using.
Now, how do you use it? Luckily, they’ve created a very useful video to show you. In a nutshell, you enter your client and potential client information, and then you can easily track all the opportunities, tasks, notes, follow-ups…and anything else you can think of to help you better serve your customers.
For example, I’m in the process of booking keynote speaking events to give my “Make Monday the Best Day of Your Week!” keynote speech (btw – if you know anyone who needs an inspirational and motivational speaker, please let me know or send them to my keynote page).
We have dozens of Meeting Planners on the list of people to call. Plus, I have one person finding the contact info and two people are making calls. That means there are three people who need access to the data. An Excel spreadsheet and email simply wouldn’t be very effective.
Enter Insightly CRM. The contact information for potential clients is entered into the system and assigned to an owner. The owner then makes the call to speak with the Meeting Planner. The conversation is recorded in a note, follow-ups are scheduled with a task, and the status is updated so all of us know where the opportunity is in the pipeline.
You can use Insightly to keep track of all sorts of things. Here’s a list of ideas:
- Client conversations and follow-ups
- Potential clients
- Free sample tracking
- Speaking opportunities
- Schedule reorders from existing clients
- Remember special client events like birthdays and anniversaries
- Tradeshow opportunities
- Distributors and resellers who carry your products or offer your services
- Affiliates who market your products or services
You don’t need to be a large corporation to make use of corporate tools. A CRM helps you manage all of your client data effectively. Signup for your free account on Insightly right now so none of your clients fall through the cracks.
p.s. I don’t benefit in any way by recommending Insightly. I just think it’s the best tool to use. Feel free to test out the other tools I mentioned, or find one of your own. You might like them better.