I like to be organized. It’s part of my being. Sometimes, I find myself getting caught up in the details of organizing and lose focus of the actual goal. It’s like a football team where the quarterback does an excellent job calling the play and getting the line set but never passes the ball to the receiver. Make sense? Or, how about this one. Imagine getting all the ingredients together to bake a delicious German Chocolate cake. You spent time preparing the pans, preheating the oven and precisely measuring all the ingredients. But, sadly you don’t mix and bake the cake.
Since I know I have this problem getting caught up in the minutiae of things, I look for ways to keep myself focused and moving forward. One of the tools that keeps me on track is a Customer (or Client) Relationship Manager (CRM) application I use. If you’re not familiar with this type of software, it’s used to keep all the most meaningful information about clients in one easy to access location.
When CRM works, it makes dealing with my clients a dream. The beauty of it is that I can retrieve the details of projects, phone conversations, and e-mail and know when I was last in contact with a particular client. I can create tasks and connect them to specific clients. I create categories for clients I need to follow up with and prospects I need to create introductions to. I also use it for sending my monthly e-mail campaign. It makes the task of working with clients so much easier.
Recently, the developers of my CRM application apparently stopped supporting it. There hasn’t been an update since last October. The developer’s support wiki and customer centric forum have been shut down “for maintenance” since April 2012. With recent Mac operating system upgrades, the CRM is starting to fail. It sporadically forgets updates I’ve made to client contact information. Contacts wonder from category to category and eventually end up stopping outside of all categories. I can no longer export contacts to a mailing list, the ability to send perfectly formed e-mails from the CRM works only when the moon is full, or so it seems. My CRM is now what I consider dog-doo.
So, I’m in the market for a replacement. I’m sure there are a number of options and I’m going to test drive them until I find the one CRM that will make my life tracking clients and their information a breeze. I need it soon. By tomorrow. Well, maybe not that soon. But soon!
I’ve started a list of contenders for the one that will replace my CRM. It’s the beginning of organizing my quest for a new and better client herder. I’m a Mac guy so my choices seem to be significantly less than for PCs. Maybe PC folks need more organizing than Mac boys and girls? I digress. I’m bitter. I just want my CRM to work! I’ll let you know what I find. And if you’ve got a Mac CRM (or a better way to manage clients) you couldn’t possibly function without, tell me.