CRM: everyone we follow, in one place
One list of every person and organisation, with notes of every call and message, what to do next, and the pipeline of deals.
Open the CRM
The CRM has four tabs: Today, People and organisations, Pipeline and Tools. People and organisations is the list of everybody NMD follows, people and organisations together. Search by name, number or email, keep only Mine, only one stage, or the ones going cold.
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Add a person or an organisation
Press Add. Choose A person or An organisation. For a person, a WhatsApp number plus the tick that the person agreed to receive the link puts them on your daily list. An organisation or a person that is already there is not made twice.
Open a person and read the history
Everything is on one page: who the person is, the stage, who follows them, then the history of every note, call, WhatsApp or LinkedIn exchange, email and meeting, newest first. Everybody on the staff can read it, so nobody writes twice. Only the person who follows them, a sales officer or an administrator can change it.
Write what just happened
In the box at the top, choose Note, Call, WhatsApp, LinkedIn, Email or Meeting, say whether we wrote or they wrote, write what was said and what came out of it, and press Save. You can give the real time if it was earlier. A reply from a person followed on WhatsApp puts them on your list to be answered.
Plan the next step
Under Next, press Add and write what is to do and when, for example Call Marie to confirm the dates. Press Done when it is done. A person with nothing planned is easy to forget.
Write an email from your own address
Press Write an email. It goes out from your own mailbox, so the person sees your name and answers you, and it is kept in the history. Set your mailbox up once in Tools, My email.
Let the assistant read a reply
When a person answers by email, log it as Email, They wrote, and paste their message. If the assistant is set up, it writes a short record under it and suggests next steps. A suggestion does nothing until you press Approve. A message that tries to give orders to the assistant is marked Be careful, and gets no suggestion.
Follow the deals
Pipeline shows the deals from new to won or lost. Open a deal to log what happens and move it to its next stage. When a deal is won, press Start a project from this deal.
- Today is the tab to open first each morning: the people to write to, the tasks that are due, and the suggestions to approve.
- The number of days before a person gets a message again is a setting. An administrator changes it in Settings.