Digital Toobox: sales. How to keep track of your customers

In the sixth instalment in our Digital Toolbox series, our authors tell you how to stay on top of Customer Resource Management.

When customers engage across email, social media, and in person, you should, too. But the clutter of channels and variety of stakeholder can make it difficult to keep a clear track of it all.

A good customer relationship management (CRM) platform brings all your conversations into one place, organises and lets you make the most of your customers’ information at a moment's notice. Well implemented, simple CRM tools should help you close more deals in less time.

Zoho helps you to effectively store and manage customer data, contact info, sales progress and social interactions. It will automatically sort high-priority activities and leads to help organize your day. It’s is one of many CRM tools available online, but it comes with the added benefit of being free for up to ten users, forever.

Hubspot offers a full stack of products for marketing, sales, and customer relationship management. Their CRM and sales products both have freemium versions worth trying. It focuses on helping you to uncover, connect and close leads better while managing your pipeline. 

Charlie combs through 100s of sources and automatically sends you a one pager on everyone you’re going to meet with, before you see them. You’ll know what makes them tick, what you have in common, and the critical insights on their company.

SurveyMonkey helps you keep a pulse on satisfaction and desires. It provides free, customizable surveys, as well as a suite of paid back-end programs that include data analysis, sample selection, bias elimination, and data representation tools. 

Salesforce offers discounted or free access to their platform to non-profit community businesses and charities across the world. Definitely worth checking if you fit their eligibility criteria, as they are the largest CRM solution out there.

Photo Credit: Paul Dufour