First off why don't we just go over a quick rundown of what exactly CRM software is. What they can help your business with, and why they're so important.
What is CRM software? Why is it important?
CRM software is short for "customer relationship management." It's a software system used by businesses to keep track of all communications and interactions with potential and current customers. A CRM keeps all important information like messages and contact details about clients in one place. This eliminates the need to maintain multiple separate spreadsheets or databases. This makes it easier for businesses to work more efficiently.
The big thing CRM software's used for is to help sales teams identify the hottest leads to focus on. The software assigns points to a lead record for important actions the lead takes, like submitting a form or clicking a link. This helps the sales team prioritize their time and efforts. CRM's are not designed to help with other backend operations, like production, warehousing, shipping, engineering, or finance.
Don’t you find it difficult to negotiate with clients? After all, they possess all the power in such interactions. We, as salespeople, certainly do - but our clients sometimes fail to see that side of us. A CRM can help you regain some control over clients without them even realizing it - if you play your cards right.
The best way to increase your sales is to focus your efforts on the warmest leads. Place your most persuasive salespeople in front of these customers and use the data you have in your CRM to build relationships. Relationships are a key part of Clay.
I’m not going to get into detail about how an effective CRM saves you time or works to benefit your Large or Small Business. The main purpose of a CRM is to store and manage all data about different types of contacts, from leads to business partners.
Introducing Clay - Be more thoughtful with the people in your network.
Clay.Earth is a gorgeous CRM that has it all. A full calendar, social media and even personality profiles to make managing relationships easier.
Here are some quotes from Clay themselves describing their product:
Introducing Clay, the beautiful and private home for all your relationships. Populated from the ground up using your calendar and social history, Clay is the most stunning, powerful way to remember who you’ve met—and what matters to them.
Clay embodies the entire CRM Concept.
Clay.Earth and team have truly built a product that embodies the whole concept of a CRM more than any I've ever seen before. They focus on the relationships you form with your customers and suppliers. You foster relationships–you foster good business. Clay makes it easy to be sincere. Stay updated on your business contacts' hobbies, contact information, and social pages that get scraped by Clay.
Your associates get scanned for all relevant details to automatically populate their profile. A neat feature to be forced to see what you know about people you're associating with. You can also add notes to each entry, activate reminders to follow up, and organize them into groups. The app also supports the beloved Command Bar, keyboard shortcuts as well as Home Screen Widgets.
Home for Your People
Clay's founders refer to their app as a "Home for Your People". They're attempting to carve out a new space in the market. Clay is a more personal CRM system of tracking who you know, and how you know them. The possibilities are endless.
Clay's founded by two entrepreneurs, Matthew Achariam and Zachary Hamed. Clay's co-founders and co-CEOs, who met back in the early days of working with different startups. Prior to Clay, Achariam was a Product Lead at a Y Combinator back Analytics Company, Custora. Hamed led the product management team for Goldman Sachs' web platform, Marquee.
When you first log in to Clay, you'll be asked to connect to your relevant accounts. Email, social, calendar, etc. Clay then populates each person's profile with all the relevant information you would need to recall for future meetings. This ranges from their work history to the latest tweets on Twitter, even details of how you first met and last communicated.
At present, Clay has a Desktop, Web, and Mobile App. They currently support Microsoft Outlook/Office 365, Google Calendar, Gmail/Google Mail and Twitter. You also have limitless potential with Zapier integrations. Clay is a platform that helps you create and store relationships with others. The application will automatically keep track of your connections, continually adding insights to their profiles based on the things they publish online.
Clay's desktop app includes the option to connect with iMessage in order to add people's phone numbers and information when you last contacted them. However, use this feature with caution. Clay doesn't import the content of your messages. The company says it has to work around the lack of an official API or SDK to perform this integration.
Currently the data is encrypted on Clay’s servers and in transit too. The goal is to make Clay work on their users’ devices without them having to lift a finger. This will be necessary as uploading may involve huge files like videos. This could place an excessive burden on both the internet connection and storage space!
Clay is currently in open sign ups at their website!