Simplify your CRM

I want to share a quick but super helpful thought today…

It’s time to get back to the basics. In other words: stop overcomplicating things. Simplify.

I’ve noticed that some big-time investors have super high-tech, expensive CRMs. That’s cool and all, but I also noticed that those CRMs can actually play a part it making things more complicated.

It’s true…

Some of the investors with these fancy CRMs were at a recent Mastermind event I went to. Know what they said? Besides the fact that it takes hours and hours to set up, tasks were still falling through the cracks. :-/

Now, to me, that does now sound like money or time well spent.

And check this out… many of those guys eventually scrapped those overly complicated CRMs.

Some who use Podio, trashed what they had and rebuilt their Podio from the ground up, with simple fields and categories, of course.

I saw it with my own Podio… I’d have 15 different statuses for leads and it made it really difficult to follow up correctly. No good.

So I want to challenge you to take a look any complicated systems you are using—and think about whether it’s really necessary. See where you can trim and cut back. I’m not saying can it altogether—just simplify it.

What if you just had a few main fields in your lead category?

These 7:

  • Name
  • Phone #
  • Email
  • Home Address
  • Mailing Address
  • Notes
  • Status

That’s really all you need.

Look, don’t look down on simple CRMs. You don’t need all those bells and whistles. And, hire a solid VA to run your CRM for you too.

Think of it this way…

You want a system like this: high speed, low drag.

Get to it.

Previous

Next