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CRM (CRM :!?: (What it is NOT :forbidden: (No Marketing Tool, No Helpdesk…

- - - - Database
        of :
        
        Leads
        
        Prospects
        
        Clients/Accounts
      - Log
        all activities / contactpoints w. prospect
        (from all team members)
        
        Avoid targetting the same prospect without knowing from each other
        
        Build up referral database
        ("My colleague was in contact with X last year, so I wanted to reach out....")
    - - Structure/automate
        sales process
        
        Automatic reminders
        (e.g. to follow up/keep in touch with prospects)
        
        Automate cold-emailing
        
        ...
        
        Easy scheduling
      - Segment
        clients in categories/matrices
        
        To tailor communication towards ≠ cust. types
        
        To analyse
        (e.g. most profitable/ average onboarding time/...)
        
        ...
      - Analyse
        sales process
        
        Conversion rate
        
        Insight in 'best practices'
        (e.g. mail/coldcall/events/... most rewarding sales-method? ; What (mail) template has highest reply rate? ; ...)
      - Integration/syncing
        
        With e.g. accounting & other software
        (e.g. automatic repurchases, billings for additional features, subscription renewal reminders,...)
      - ...
- - - - Integration with accounting software
      - Clean interface, easy to use
      - Overall: Very decent CRM, for very reasonable price
    - - Limited to outbound sales
        (a.k.a. inbound sales must be added manually)
    - - 5 users
        
        Basic plan: €55/maand (totaal)
        
        Full plan: €180/maand (totaal)
      - 10 users
        
        Basic plan: €105/maand (totaal)
        
        Full plan: € 230/maand (totaal)
  - - - CRM + Marketing data is being synced
        
        ALL info 1 database
        (Regardless info gathered through direct sales or marketing. Avoiding an information-gap between sales & marketing)
        
        LT: Beneficial for customer success as well
      - Integrations possible to most-used (& more) software tools
    - - Full package at 240/month (for 1 year)
        (instead of 2400/month)
        
        Deal to further be negotiated tomorrow (15/09) by Laura
        
        After 1 year: no obligation to subscribe for min. period after ?
        
        What data can (not) be imported / exported? In what formats?
        
        ...
    - - My opinion:
        At current price (and without tricky T&C yet to discover):
        The best deal.
        
        Gives us the time to discover what marketing / CRM tools we actually use/need without losing funds on trying ##### different systems