#30DayBlog – Day 12 – Let’s look back

So far over the course of this blog I’ve written on many different subjects, so today I though I would look back and reflect on some of them.

Day One started with me writing about the Hillsborough Disaster and the findings of the independent police report. This is still in the headlines today, especially with the recent resignation of the police commissioner at the time.

Day Six saw me sharing with you some other blogs that I like to read. Some are business related, others are of more of a personal interest. I’m still reading these blogs, although not as often as I would like as I just don’t seem to have the time!

Day Nine and I blogged about research. Although I wasn’t supposed to post I did, but research was done before posting.  I have to do quite a bit of research within the course of my work so this was quite an enjoyable blog to write.

The final blog that I would like to share with you today is Day Ten. This explained a bit more about my business and how it primarily offers custom software development, in particular database development to our customers.

These are of course just a selection of my blogs, please feel free to follow my blog by clicking on the ‘Follow’ button at the top of the page or why not add a comment to one of my posts?


ConvallisCRM – How to videos.

ConvallisCRM is our simple to use contact management system incorporating email/sms marketing.  It also has the ability to search your database and set up mailing lists that can then be imported to Excel for direct marketing.  Why not download a free 30 day trial and give it a go or visit our CRM website to find out more?

We recently decided to start to make some tutorial videos to assist the user when using the software.  The first video is now complete and is ‘How to install the software.’ Find the video here:

The programming team are currently working on Version 2 of the system with some exciting new developments that I will let you know in due course when it is launched.

Top Tips for using Contact Management Software

An effective contact management or customer relationship system (CRM) is a core part of most modern businesses.  As a business grows, to ensure effectiveness and efficiency it is vital that a move from traditional paper-based records or an ineffective spreadsheet system is made. This can help ensure that information is up-to-date and accurate and that staff can access central records for consistency.

To deliver a quality service to customers and prospects some of the following could prove useful within a CRM system.

  • Being able to find contact data quickly –

Even if the customer initiates an unexpected telephone call, you need to maintain an air of efficiency by locating details quickly.  This will prompt you as to who is calling, from which company and provides notes from previous conversations!

  • Email/SMS marketing –

Save time and ensure blanket coverage by sending emails or SMS messages direct from contact information.   This can be one document such as a newsletter which is sent to selected mailing lists in your database by the press of a button, or personal messages sent to individual customers.

  • Keep clear records –

If you want to give a professional service, you cannot reply on a messy collection of scribbled notes plus a random collections of Post-Its, held in different places or even by a number of different people! Consistency and ease of access have to be the order of the day.  A computer based system can help store emails, notes from telephone calls, letters, meetings diaried etc and recall them at the touch of a button.

  • Being able to target your marketing-

Marketing is now probably more vital than ever before, but it can be expensive in terms of both time and money.  Ensure that all marketing and sales activities are as targeted as possible, by mailing specific sectors from your database.

Set-up your own direct mail campaigns to promote special offers, exhibitions, vouchers, or other marketing events. Remember, you need  a critical mass of people hear about your offers, to help ensure marketing initiatives succeed!

  • Set up your task lists

Start each day with a clear list of things to be achieved and ensure that every promise to ring a client by a certain day is honoured.  Ensure you never forget that follow up call or mislay contact details again! An effective CRM system should have this integrated, you could then go direct to the contact record and update it.

  • Consistent records –

Anyone from your business who speaks to customers should be able to access customer records.  People are busy and wish to achieve their outcome in a single call where possible, so help them to achieve this. All relevant staff involved in service delivery need to know of the promises or deals made, so they can ensure sucessful, timely delivery

I hope that this will give an insight into what simple contact management or CRM software can help your business acheive.

This is only a small part of what effective software can do, many systems also include workflow charts, and more complex operations.