Our CRM team hit the ground running this year, and I’m thrilled to announce an exciting new feature: the CRM calendar. It’s so much more than a simple way to track tasks. Let me show you why…
Why use the CRM calendar?
Sure, you can just use the CRM to store and manage your customer data. But it’s far more powerful than that, because you can also use that data to keep in touch with your prospects in real time – and close more sales. After all, every marketing expert knows the key to success is sending the right message at the right time, to the right people.
The CRM Calendar can also keep you on track with your deadlines, by connecting with all communication channels in the GetResponse platform. So now your CRM data seamlessly integrates with your messages.
You can also set up reminders, so you know when to either convert a deal into a paying customer, or send a contact further along the sales funnel. The calendar will also make sure you don’t miss the ideal time to drive customer engagement.
What’s more, you can use the calendar to track your open tasks for each day. It’s a great way to stay disciplined and get things done on time.
What’s in the first release?
You can now manage your entire to-do list from one place, saving toggling time. So you won’t miss the perfect moment to get in touch with your deals.
You can quickly and easily see all the month’s saved action reminders on one page. The day cells show planned actions for each date, with different icons to identify different tasks. For example: a phone call, email message, or meeting – or your own custom reminder. Events are listed chronologically.
You can view each day’s schedule by clicking the agenda on the left-hand side of the calendar. All reminders in the calendar and agenda are clickable. Each action also has a ‘tool tip’ window, summarizing all the information in the reminder – so you can easily find the person to contact.
You’ll also see the pipeline each deal is in, as well as its value and the account manager. Just click the deal’s email address to view or edit the details.
What’s coming next in CRM?
There are exciting updates on the horizon. Soon you’ll also be able to save reminders unrelated to deals, and even import reminders from other tools like Google Calendar.
Stay tuned, because in a few days we’ll reveal the first use case!