The ABC's of CRM
If you’re wondering how to get started with a CRM then this article should be just what you need to show you the importance of having a customer relationship management system and how to begin using one.
A No Monthly-Fee CRM
There’s a few things in life we don’t mind paying a monthly fee to consume. We’ll be the first to admit we can’t live without our House of Cards binge-watching Nextflix marathons. But when it comes to a software tool for business we think a monthly payment is just plain wrong. The concept of a monthly fee for a service which is constantly offering completely new material is one thing. However the thought of paying not for new consumables but for access doesn’t make sense. It gets worse.
5 Ways a CRM Saves Time
One of the biggest concerns for most small to mid-sized businesses is the best use of time. It can be a bit mind-numbing how quickly time goes and how many things must be done in a single day. I know how often I’ve reached the end of a day and been wondering how many things I’ve forgotten to do and with whom I’ve forgotten to speak (or email).
To our CRMery & JForce Members,
In June 2014, we moved our Purchase, Account, and Download Member services to our new Extension Depot website. Note: Please read the Q&A below for specific instructions.
Question: With the new membership changes, where will I be able to purchase, download, or renew CRMery or JForce?
Answer: Please use our new website http://extensiondepot.com Alternatively, you may directly navigate to our CRMery purchase page (to purchase CRMery) OR to our JForce purchase page (to purchase JForce) and then click the "Purchase" button.
Once the "Purchase" button has been clicked, the website will automatically redirect you to the Checkout page. Then enter your Email Address, First Name, and Last Name. Then place a check within the checkbox for "I agree to the Terms and Conditions of this purchase". Finally, click the blue "Purchase" button at the bottom of the page where you will be redirected to the PayPal website for payment. Once payment is complete, navigate to your Purchase History page. Then click the "View Details and Downloads" link.
Question: I have an active CRMery or JForce subscription; however I am not able to login to the new Extension Depot website? I am sure that my username and password is correct. What should I do?
Answer: When we transferred your user account and subscription data from the WebSpark Inc (Joomla website) to the Extension Depot (Wordpress website), we were not able to transfer your existing password over. Instead, we setup a temporary password for each user. This temporary password is your username. In other words, when logging into the Extension Depot website your username and password are one and the same.
That said, we highly recommend resetting your password as soon as possible. The reset link is as follows:
To reset, you may either type your username or email address for your account. After the reset request has been submitted, please check your email inbox for the reset link. Within your email inbox, you will see a message titled "[Extension Depot] Password Reset. The contents of the email will include your username as well as the reset link. Simply click the reset link, then enter your new password.
Question: I have an expired CRMery or JForce subsription; however I am not able to login to the new Extension Depot website? I am sure that my username and password is correct. What should I do?
Answer: When we transferred the membership accounts to the new Extension Depot website, we only transferred the active subscriptions. This means that any accounts that expired before June 13 2014 were NOT transferred to the new website. That said, if your subscription has previously expired and you wish to subscribe, please refer to the directions above. Thank you!
Question: I have an active subscription, and I have reset my password. How will I login to the Extension Depot website so that I can download the latest version of CRMery or JForce.
Answer: Simply navigate to the Extension Depot website, click the Sign In (menu link) in the upper right corner, enter your username and password. Then, click the login button. Finally, navigate to the Purchase History page. Then click the "View Details and Downloads" to access the "Purchase Confirmation" page which includes the available download links.
Question: After reading the above, I am still having trouble logging in, accessing my account, downloads, etc. and I have an active subscription what can I do?
Answer: We are sorry that you are having trouble with your account. Please email or contact our support team immediately. The links for our support system are below. Also, please include any relevant account information such as your email address that is registered to your account etc.
Answer: Our websites will still be used! They will be available for the purposes of viewing our product's features, documentation, faqs, etc. We are merely moving the member's features to a better more centralized location. As for http://websparkinc.com/ it will be retasked for other purposes such as displaying the information pertaining to our parent company, WebSpark Inc.
Question: At the Extension Depot website, I noticed that you now offer 1 Year Memberships (that include all Extensions, Support, and Updates). What is included with this purchase?
Answer: This purchase includes 1 year access and support to all current and future extensions and themes that are available over the course of the 1 year subscription. This includes but is not limited to: Dots (theme), Boots (theme), Banter, CRMery, JForce, Quick Draft, and Tweetable for a total price of $699.
Question: At the Extension Depot website, I noticed that you now offer Lifetime Memberships (that include all Extensions, Support, and Updates). What is included with this purchase?
Answer: This purchase includes Lifetime access and support to all current and future extensions and themes that are available. This includes but is not limited to: Dots (theme), Boots (theme), Banter, CRMery, JForce, Quick Draft, and Tweetable for a total price of $999.
Managing CRM Data Accuracy
In today's fast pace world, change is not only inevitable but occurs at a faster pace than ever before. This especially holds true and applies to your CRM data. Whether people are retiring or changing jobs and whether companies are closing, changing ownership, merging with another company or moving to a new area etc, it's important to keep your CRM data up to date.
In fact, it is estimated that at least 10% to 20% of data becomes inaccurate or outdated each year with some estimates to be as high as 40%. As such, one can conclude that the longer one waits to update their CRM data the higher the percentage of inaccurate data there will be as well as a higher loss of potential revenue. So how can one maintain the accuracy of their CRM data?
Implement Training & Policy
Ideally, one would have a dedicated employee or team of employees to maintain the accuracy of their CRM data. However, this is not always possible nor financially feasible. Instead make use of your existing resources, such as existing sales representatives and divide the work responsibilities as appropriate. In addition, it's important to train your sales representatives not only how to create new data, but how to search for, modify, and edit existing data records. Furthermore establish policies and rules in regards to when it is recommended to create a new record versus editing or deleting an existing record in order to help prevent unintended data loss, duplicate, or inaccurate data. It's also important to train your sales representatives to update CRM data on the fly. For example, if a sales representative is on the phone with a company and learns that the company is about to move to a new location it is recommended to have the sales representative gather the updated information over the phone and update the CRM records immediately.
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