If you’re a small business owner in the market for CRM (Customer Relationship Management) software, you should certainly put OnePageCRM on your shortlist for a trial.
But be warned! OnePageCRM works in a very different way to all the others!
Most systems work on the traditional method of managing lists of clients, prospects and leads etc. However OnePageCRM – which is based on GTD (Getting Things Done) – manages actions not people.
The basic principle behind GTD is the powerful idea that getting to the objective involves a series of next steps or next actions, and that taking the next step in the process will move us one stage closer to closing the deal or reaching the objective.
This is a very different, and highly efficient way of doing things – instead of groups and categories of contacts linked to calendars – everything is distilled down into two lists.
The Action Stream – which is a list of ‘next actions’ – each time an action is completed the system asks what the next action should be, and asks you to set a date for that action to be completed. This proactive approach means that the user has a constantly updated to do list – and is forced to think about what comes next, with every contact on the list. The result is a very clearly defined set of actions that actually get results
The Waiting For list. In Life things are rarely completely down to our own actions – and many times we find ourselves waiting on the actions of others – this is where the second list comes into its own. For some strange reason contacts will frequently do stuff in their own time, and not fall neatly into your process!
In traditional software packages these people tend to suffer one of two fates, they are pestered to death by automation or just as likely, they are forgotten, and a possible opportunity is lost. The waiting for list neatly solves the problem.
The OnePageCRM software is deceptively simple – start off with a list of your prospects and decide what you need to do next with each one of them to get them closer to your objective. Do the action needed and decide what needs doing next – It’s easy, it’s a great big constantly updating to do list – and lists are something we are all familiar with.
If you are used to other systems you’ll certainly find this a new experience, but it’s worth sticking with it. That's because the principles that underpin the software are proven. I’ve been using it for a couple of years now and it outperforms all the other systems I've tried and trialed in the past. Simplicity of use and actual results are the things that matter with any Contact Management System.
There’s nothing fancy here, it’s all commons sense stuff, neatly packaged into a low cost reliable system that actually gets results. For under a tenner a month, you get a ready made system that will keep you on track no matter what your sales or business process may be.