You ever watch a guy (or gal) on the internet and they tell you about "an easy to use" system that will "explode your business" And then when you start looking into it, it's not so easy and you have no idea how it will work for your business... Yeah me too.
What I've found in my more then a decade of experience that simple systems beat "easy systems" everyday of the week.
In this short blog post I want to give you the quick and dirty version of tools I use to make sure all the information gets put together, stays together and gets used the right ways. Oh and MOST IMPORTANTLY how it can be shared properly with all the members of your team(s)
So let's stop losing sales, start winning more sales and dig in!
Tools to use:
A CRM of your choosing (DM me and i'll tell you my favorite picks for your business)
A project management tool
Google Workspace (formerly Google For Business) gets you majority of this list but the reason I listed it separately is because it also gives you access to Google Chat. Google Chat replaces 3rd party internal Chat programs. Use this for individual chats and they have a room feature for team and project collaboration so nothing gets missed and communication never stops!
Google Drive is where all your folders and files will live, you can keep your own folders and files separately. You can share them with JUST the people that need access. My favorite hack though.... Create folders for departments that only those, in those departments have access to. It keeps everything separate, organized BUT collaborative at the same time!
Google Sheets because they can be used by multiple people across your organization all at once, the reason this is very important is because I encourage folks to use Google Sheets to organize all customer data, sales data, operation data etc.
Google Docs because like Sheets and the rest of the Google Suite it can be if you wish as a collaborative tool and you can use this to create internal docs, external docs, save them as PDF's for manuals, marketing material... The list is endless!
A CRM of your choosing - Once you have all your customer information in a Google Sheet you can save/download that as a CSV file. That CSV file can be used to upload to your CRM. (whether it's your first time or an update) CRM is a personal and business choice. Some of my favorites though are Pipedrive, Nutshell CRM, Hubspot CRM. They have different features and price points depending on your needs. (DM me and we can talk about what's right for your business)
A Project Management tool of your choosing - The reason I added this to the list is because you will lose out on customer lifetime value (CLV) if you cannot deliver. To make sure you deliver on what was sold I recommend an operational system to make sure things are tracked internally. There are lots of different ones. BUT a very simple one that integrates with the tools I've mentioned above is Asana.
In conclusion you can now see how with 4-5 of the RIGHT tools you can maximize your teams productivity and make more sales every month without missing a beat or having anything fall through the cracks. If you have questions DM me and let me know, I'd love to talk to you!
Be great!