Dashboards & CRM, 4 min read
Your CRM is a notebook and that's the problem
Nothing wrong with a notebook. The problem is it only exists in one van.
By Ashish Subedi, who builds every ArkiTech site · · Updated
Most local businesses run a perfectly good system. It is just distributed across a notebook in the van, a phone's call history, and one person's recall. It works right up until two people need the same answer at once.
The failure is never dramatic. Somebody quotes a job that was already quoted. A customer gets chased for an invoice they settled last week. A callback promised on a Tuesday evening never lands anywhere it can be seen.
Putting everything on one record does not make anyone work harder. It makes the second person able to answer without ringing the first.
Putting every lead and client in one dashboard is what changes that. The CRM dashboard holds every enquiry your website brings in and every client you have worked with, so the second person can answer without ringing the first.
The test is simple: if the person who normally handles a customer is off for a week, can anyone else pick it up cold? If not, the system is a memory, not a process.
