ago ~ Pat Sullivan invented a way
These days, CRM programs tend to focus on management reports.
invented a simple program for
USE CRM FOR MS OFFICE EVEN IF YOU HAVE AN EXISTING CRM SYSTEM.
THIS IS FREE SOFTWARE
"Anyone who makes their living from sales!"
It doesn't matter what you sell, you will close more orders if you pitch your products or services to people whose needs and wants are a good match.
And that requires power beyond most off-the-shelf CRM and Contact Management Systems.
More than just a fancy Rolodex!
Many sales people view their CRM system as a pile of business cards in a rolodex that they can search to get their customers' details.
Believe it or not, we have actually watched some sales people just staring at their Contact List in ACT, honestly hoping to get inspiration. Silently begging their screen for an idea of who to call.
You can almost hear them say "Please help me - give me a sign".
And although they can store lots of information and have expected mailing tools, notes and history etc., the average CRM system has become a humongous management reporting tool.
Easily find out - WHO you should call.
Firstly, by using simple checkboxes, you will really speed up data entry.
You can define loads of new checkboxes in a matter of seconds.
Checkboxes provide for INSTANT Needs and Wants - data matching.
Get to know INSTANTLY - who is interested in that "box of widgets" you are selling.
Next, you get UNLIMITED CUSTOM TABLES to easily store and retrieve multiple entries.
This means that you can add "unlimited similar information" to each contact.
In the IT business, this is referred to as One-To-Many Tables. It is a HUGE feature of CRM.
In real business, this means that can store and recall information like:
You can add as many tables as you want. And search them easily too.
MS OUTLOOK HTML E-MAIL MERGING FOR GORGEOUS PROMOTIONS
One of the things about an e-mail promotion is that if it comes out of Microsoft Outlook rather than through some on-line mass mailing house, is that you are less likely to have it viewed as SPAM by your recipients' e-mail systems.
With CRM for MS Office, you can send out personalized e-mail merges in true HTML.
POWERFUL WYSIWYG HTML EDITING
You get an easy-to-use "real" WYSIWYG HTML editor. It uses an old standard Microsoft DHTML control that comes with Windows XP. If you are using Vista - there's a free download for it.
EVEN IMPORT WEB PAGES FROM OTHER SYSTEMS TOO
Or you can import creative documents that you may have designed in Dream Weaver, Microsoft FrontPage or any other true HTML web page design system.
You can even get a web page designer to create something fantastic and import their HTML code into your campaign document if you wish to do so.
ENSURE THAT THEY SEE YOUR IMAGES
It also EMBEDS
local images from your PC so that you can guarantee that your images
will not be blocked by security controls in their e-mail software.
That's really rather good!
A Brokers Dream Machine
For organizations that sell other peoples stuff.
IDEAL FOR BROKERS OF EVERY KIND
If you are brokering products, it gives you a way to create inventory control for the various things that you can search for, and sell.
Add tables of WHAT THEY HAVE FOR SALE and WHAT THEY WANT TO BUY.
Property, goods, product or service deliverables of every kind. With INSTANT MATCHING!
Silly example: "Who has Type3, Green Widgets in the price range $55 to $65 available now?"
So when on the phone with a buyer or seller, you can find information in seconds.
WITHOUT PAYING AN ARM AND A LEG FOR CUSTOM DEVELOPMENT
In a minute or two, you can (all by yourself) create a power table perfect for your needs that has built-in data entry and searching. Without having to pay a consultant a dime for custom work.
Great for Real Estate Agents for example. And Insurance Brokers. And, well... you name it.
The kinds of businesses who will benefit by this feature are quite literally ~ endless!
That's great. In all likelihood, your company lets you synchronize your Blackberry or PDA or mobile phone with the company database. After all, a Blackberry is just a great sales tool.
So simply synchronize your Blackberry (or whatever) with MS Outlook and then let CRM for MS Office deliver the magic to help you to make more sales.
IDEAL FOR EXISTING CORPORATE USERS
The huge benefit is that your efforts to produce greater sales will have a zero impact on the company's database. In other words, you can have it "your way".
With other similar solutions, your company would need to make substantial changes to their CRM system to achieve the same results. Database structure changes and more. Time & Money.
But with CRM for MS Office, you get powerful data mining with a superior sales structure without altering your company's system in any way whatsoever.
So it's a Win/Win situation for both you and your company. In these times, how great is that?
This is where CRM for MS Office really shines. You can use this product all by itself.
Get the power of Great CRM at about 1/3 of the price of a similar product (or less).
It also runs on most late 20th Century computers too, albeit a cheap $500 PC is perfect.
CRM has all the general features of programs like ACT - but without any of the complications.
And it delivers better features too. It also runs faster. (Much faster actually!)
CRM for MS Office turns every contact in Outlook into a full-blown Customer Record in a dedicated Microsoft Access Database that it builds on-the-fly.
Every possible piece of info that relates to your customers needs and wants gets catered for.
Data changes you make either in MS Outlook or CRM for MS Office get SYNCHRONIZED.
So nothing gets lost. (It really is a rather clever program.)
Entering information is jolly simple, user-friendly and very intuitive.
Intuitive? Yes, simply because
you design your info storage ~ your way!
Work at home or anywhere else!
There's a localization feature that makes it possible whenever you attach any file to a contact in CRM for MS Office, to copy that file to a local folder on your computer. No mess, no fuss.
So if you use a laptop computer - you can now work at home or anywhere else.
Some of the basic goodies:
Here's a detailed list of the main features:
...and so many other cool features, far too numerous to mention.
One button Off-Site Backup Supported, Skype-Out Support, e-links to Google, Mapquest Directions, LinkedIn and much more.
ASK A CUSTOMER TO CHECK AND FIX THEIR CONTACT INFO
Our "Update Request Feature" does NOT store anybody's information (unlike Plaxo et al) and remains internationally both 100% legal in law and more importantly, ethically fair.
This convenient feature merely conveys a single form (from your email to theirs) with their current contact info already in it. They can check and update their info in seconds.
No data is stored on the web and gets immediately returned to you to merge back into Microsoft Outlook, using only your mouse. INSTANTLY.
Again (unlike a Plaxo type solution) requests can only be made one at a time. Not as a spam.
This program is Free
IMPORTANT NOTE - owing to system date, mail address and phone number formatting by Microsoft Outlook, the current version of CRM for MS Office is only for use in the USA.
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