8 Ways CRM Software Can Help Facilitate Prices For Your Company

Every initiative starts with one person, and I want to share 8 tips with you on how you can organize your workday.

I like my desk clean and my day organized. I have, over the years, found that this makes me much more effective. I also put less strain on my colleagues, and it reduces stress. For years, I thought I had a pretty good system based on notebooks. In 2008, I joined SuperOffice, which “rocked my world” forever.

The reason for this is the CRM software and how it helps me plan and manage my daily activities.

Plan your tasks and activities ahead

When you have a lot on the plan, it is impossible to do “everything” at once. Sit in front of your diary and plot the different tasks over time. Make complex priorities and keep some open room for urgent or unexpected tasks.

Below is an example from the diary in Perfex CRM.

Log everything

As your database, a diary is only a good tool if you use it and keep it updated. Book everything from ordering flowers for a colleague’s birthday to the management meeting. Not only does this help you, but it also gives your colleagues, and not to forget the front desk, an overview of your day or week. Just remember to make private bookings visible only for you 😉

Avoid the print button.

What is necessary to print? Of course, this may depend on the role you have. But most of us don’t need much on paper. My documents, activities, and emails are saved in projects in SuperOffice.

Share electronically

Use a perfex crm setup system or/and an external project room to share documents and emails. You will then have all your information stored in one place where it is traceable. In addition, you save time by not having to send an email to, for example, your project group, and the possibility that your “important” message gets lost in hundreds of other emails. If you, like me, work with graphic suppliers or agencies, ask them to do the same via, for example, WeTransfer or FTP.

Use electronic templates

Many organizations use a lot of time making individual templates for sales offers, advertising, invitations, etc. If you make an electronic library available for the organization, you will not only save time but money. Each employee can then focus on their original task and don’t have to spend time “inventing” new templates. Another benefit is that you ensure a uniform profile and that the wording follows company policy, which is, for example, important when it comes to sales offers. 


Tired of using hour after hour putting together that Excel spreadsheet with the latest sales figures? Today we all have to perform 110% and show results to the top management. To do that, we need to take out data from different sources, for example, sales by month or quarter or open rate on marketing mailings. With a free perfex crm consultancy, you will learn how to use CRM software for your business nature , for example, all your sales in one system and can easily take out standard reports or add an Analytics module to get dashboards.

Contact information

Have you ever used a search engine to find company contact information or visited a company website to find a contact person? When an organization doesn’t have a business directory or a contact database, it is time-consuming for each employee to find the correct information fast, or maybe you think you have all your important contacts on your mobile? Collect all company and personal data in one centralized system, and you will all benefit from that.

In a CRM Analytics, you can search for everything, which means that if you, for example, only have an email address, you can search for that. Or, if you need an email from a contact, you can search for that. All in one place.

Mailing lists

As part of your prospecting, are you buying lists from external suppliers, like “we have 100 companies on our list ready to buy xxx product”?

I recommend you build your prospect list, which will be better-qualified leads and cheaper in the long run. This has also affected marketing under GDPR.Add “sign-up” and call-to-action on your website, get subscribers through your blog or social media channels, or collect emails at a conference.And, of course, add these contacts into your CRM database so that you can later make selections (mailing lists) to send direct mailings.

Leave a Reply

Your email address will not be published.