Wednesday, 11 September 2013

How Zimplu CRM helps you Avoid Unpleasant Situations

-Hi, I'm calling from ABC company, my name is XYZ, and I wanted to talk to you about one of our products.
-Hi, you just called me 3 hours ago, we already talked about what your company has to offer, remember?
-I'm not really sure we talked before.
-Sure we did, you said you are calling from ABC company, right?

This is the kind of phone call that will embarrass your sales agents, and will make your company look bad in the eyes of your customers/prospects. This is one of the main reasons why sales managers start using a CRM system, they want to avoid their co-workers not knowing what others do and who did they talk to. It's like your left hand has no idea what your right hand does, so you lose control.

Zimplu CRM helps a lot avoiding these kind of situations. Every company, every contact has a history of all the discussions your co-workers had with them. By opening a company/contact page, you see all of the information regarding the discussions, something like a News Feed (very popular on Facebook).

However, you will find out that a lot of people are too lazy to read all the story, or they hurry too much, and they may miss some important facts while not doing that. They might not see that you made a task to contact them in the future at a certain date.

In order to avoid this, Zimplu offers you an option to follow that item. How does this work? When you follow a company for example, and someone else writes a note for that company or makes any kind of modification, you will get an email alert telling you that someone wrote something for a company your are following. If someone makes a mistake, you will know, and you might even have a chance to stop it.

To follow an item, you need to press the Follow activity for this item button. You will find a list of all the items you follow in My Account -> Followed Items and you can stop following any of them from there.