Timing is Everything30 Oct 2017
There are so many events taking place at this time of year, from Halloween parties to Bonfire Night spectaculars, from office Christmas parties to New Year bonanzas.
Talk about scheduling overload!!
Plus, you’ve got to compete with all those other companies, clubs, and groups of private citizens who are trying to bag the same venues for their parties on the same night.
It can be a stressful time of year; your timing has to be perfect.
Before Halloween (oops!), you’ve got to source your pumpkins and be ready with sweets and spooky decorations. As soon as that’s done, you’ve got to sort out your guy and get that fire lit…but before all that, you better have your Christmas do booked, or you just might miss the party!
You know where I’m going with this: isn’t it great how you can set all these deadlines and reminders in your CRM system to help you juggle all these important dates.
But it’s true.
Your CRM system is a tool for helping you meet all the deadlines and responsibilities in your worklife.
Let me give you some examples:
Sales and Opportunities
By managing your ongoing sales, the Opportunities module can help you stay on track by helping your prioritise which deals need your attention, who you need to call, and when you need to call in the big guns.
Our HelpDesk module is a finely tuned machine for keeping your support team moving through their list of Tickets with expert efficiency. They can jump from one Ticket to the next, being alerted to pay special attention to those individuals who have been waiting longer than more and give them all the information they need, right at their fingertips.
Task and Calendar Management
Then of course you’ve got the obvious stuff: a central Calendar for keeping you on top of your important calls and meetings, without letting you forget about that task you were supposed to sort out yesterday but never quite got to before quittin’ time…no? Just me, huh?
Your CRM system exists to support you through your busy day. Why not give us a call and see if we can help you hit your important targets.
Although I originally hail from northern California, as soon as I arrived in Yorkshire I knew it was the place for me! At OpenCRM, I started out in the Business Development team, and then moved into compliance and Q&A because I love telling people what to do…ok, that’s not the real reason, but it makes for a good bio one-liner. When I’m not in the office, you can usually find me tramping through the dales, crafting, gardening, or with my nose in a book.