Pro Tips

A road map for getting started with Less Annoying CRM as fast as possible

Business software can be annoying, but it doesn't have to be!

One of the benefits of having a customizable CRM is that you can tweak it to fit the way you work. After all, your CRM account should fit you and your business, not the other way around.

This tutorial will cover how to enter, find, and use birthday data in LACRM.

An important part of getting started with the CRM is making CRM use a habit. The more you make LACRM a part of your daily routine, the more accurate your data entry will be, and the more helpful your CRM will be.

Help your business succeed with these CRM tips

CRMs are most commonly used by sales teams to track leads, but as Tom Crouser found out, CRMs are also particularly useful in other industries because of features that encourage collaboration.

CRMs can provide a central database to easily access all of the contact details related to your business, but for it to be a database you need to actually enter data. Here we’ll walk through a few tips to get started using the CRM and to help turn CRM use into a habit instead of a chore.

The value of a CRM can be tricky to gauge when you've never used one before, but once you've given yourself time to adjust, it's hard to see yourself without it!

Adding someone new to the CRM? Plan ahead to increase user adoption!

You can use the value of each lead to help prioritize them and you can use the total value in your pipeline to see how much money you may have coming in.

You should know if one customer consistently refers others to you, or if a new prospect was referred to you by an existing customer. Those connections allow you to build a more personal relationship with each contact, which can turn into more sales down the line.

Pipelines can be used to track any kind of process, but did you know that you can attach the same pipeline to one lead multiple times? Sarah shares how this has helped her business!

Sometimes you might have multiple sales happening at the same time, and you can attach multiple pipeline items to the same contact to track multiple orders at the exact same time.

You can use a conversion rate to compare the number of leads coming in to the leads becoming sales, so you can see how your sales process is going, and make any necessary adjustments to make the most of every lead that comes in.

Customers come to you because you have something they need, but they stay because of your service. Let your customers know they are your top priority with small follow-ups!

If you run or work for multiple businesses, here are some ways you can keep everything organized in Less Annoying CRM.

Move through your lists of records easily and efficiently with our contact sidebar.

Learn how to quickly format your notes by using keyboard shortcuts and markdown

This article explains how you can add a contact for your email logging address to your email program to more easily find your logging address.

With Less Annoying CRM, you can use additional calendars to organize your tasks and events.

Ideas for color-coding your calendar for different users on your account

A CRM should benefit the end-user, not just management

An important aspect of tracking your leads is seeing how many of them end up becoming closed sales. In today's tip, Judi shares how she does it with the CRM!

Regularly collecting feedback from your customers can help you improve your sales process and expand your sales with the customers that already love you.

When managing a team, it's important to have the ability to keep track of what they are doing. Here are a few tips on how you can do that with LACRM!

Your entire team needs to be using the CRM effectively in order for you to start seeing results. Incentivize them to use the CRM for maximum benefits!

Make customizing easy and start with one of our templates! This tutorial explains how to use our Expense template.

It's easy to lose track of documents when you are working on a big project. Stay on top of them all by keeping everything in one place!

You can use a filter on the Lead Report page to make sure your team is on top of follow-ups for contacts in the sales funnel or the Contact list to make sure they’re continuing a relationship with existing customers.

An important part of any sales process is being able to connect with your prospects, and to do that you’ll need to know when someone is able and willing to talk to you! You’re probably already using the CRM to keep track of these individual interactions, and you can also use the CRM to find the best time to reach out.

Make your life easier and your referral program more effective with a CRM.

Write CRM rules for your users to keep your data clean and accurate

Customers can be a great source of recurring sales and new customers, so why not continue to follow up with customers once the sale is over?

All customers start as leads so don't lose potential customers by allowing your lead volume to dry up. Keep tabs on changing numbers to avoid surprises!

With large purchases it may even take a few years for a sale to come to fruition, and during that entire period it’s important to stay in touch and build a relationship with every potential customer.

Customer appreciation is a great way to get your foot back in the door and make more sales to the customers you already have.

All of our tips for getting your team excited about CRM and making sure that they actually use the software

Our top tips for bottom-up adoption of the CRM

Being the expert in your industry builds trust, and when your customers trust you, they start recommending others to you. So establish yourself as the expert, and give your customers a reason to tell everyone else about you!

If you're having a hard time reaching a lead, use your past attempts to inform when your next follow up should be, and you're more likely to succeed the next time!

Make customizing easy and start with one of our templates! This tutorial explains how to use our Customer Issue template.

The perks of having a customizable system is that you can tweak it however you like, so get creative and find what works for you!

A CRM is intended to make life easier for you, but this can't happen if you don't use it. Make it a habit to use the system, and start reaping the rewards!

Make customizing easy and start with one of our templates! This tutorial explains how to use our Job Application template.

Notes are essential to any CRM - they help you keep track of phone calls, interactions with a person, and any other general details. But did you know you can also use notes to save links to online documents or other websites?

Your smartphone's built-in microphone tool helps you enter notes on the go -- just speak into your phone and start saving notes into the CRM.

Every project or sale can include many different timelines that need to be followed. Avoid losing track of them by adapting the calendar to work for you.

LACRM doesn't handle email directly, and because of that cannot track emails, opens, or clicks.

Being able to identify problems is an important part of growing a business, and the CRM lets you see what exactly you can improve to keep your conversion rate high.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Donation template.

Email logging is a way to get emails you send and receive to show up in the contact records of your CRM. A CRM that includes an email logging feature can go a long way to helping optimize the value of email correspondence with your customers.

Our experience has shown us some common pitfalls that crop up over and over again — and how to avoid them, or, if they’ve already come to pass, how to make things right.

Some sales can take a long time to close, and losing track of a sale halfway through is the worst thing that could happen. Take a look at how Estelle and Stephen avoid this!

Your business already has a sales process. This post will show you how to move that process into a CRM to make it even more effective.

By listening to your clients, you gain valuable knowledge about how you can improve. Collect feedback to get the most out of each sale!

Take notes on the go and review them later to add additional detail or correct any typos.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Project template.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Sales Lead template.

Visualize all of your leads on a map to help make scheduling and routing more efficient.

If you’re a manager or owner the Lead report can be a great way to track sales and compare sales over time.

Having a practice account lets your team try out the CRM together without messing up your existing data. Once everyone's onboard, using the CRM together will become much less annoying -- just how it should be!

It's easy to forget to use your CRM, so why not make time for it on your calendar so that you never forget?

Learn more about how industry professionals use LACRM.

Set up your account, train your team, and start using Less Annoying CRM quickly and successfully

By making the CRM your business hub, you can stop entering notes into different systems, scribbling them down on bits of paper and instead, keep everything in one place!

Organize your email lists and marketing tasks in one place!

Follow-ups shouldn’t end when the sale is completed! Checking in after a sale shows the contact that you are interested in their experience, and you won’t forget them just because they’ve already paid.

One very important aspect of CRM use is collaboration; keeping your team on the same page and working together is essential to the success of any business.

Give your team easy access to updated information so that everyone can collaborate -- no matter where they are.

When there are lots of moving parts to a project, it sometimes becomes easier to keep track of everything separately with individual records.

A potential customer recently came to us with questions about how to set up his CRM. He runs an in-home computer repair service across the pond in Europe, and needed to know how our system could be molded to fit his business' workflow.

Don't leave your new hires behind when it comes to using the CRM, and get everyone onboard from the very first day.

Consistent follow up calls ensure that your leads don't slip away. Schedule a chunk of time on your calendar every day to make sure you don't miss out!

Sometimes you need to see something to believe it, so if your team doesn't think a CRM is for them, show them what your customized CRM can do!

This article explains how you can keep more than one LACRM account open at the same time.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Order template.

Having a good relationship with all your customers (no matter how high maintenance) can help you bring in more leads and close more sales!

Your VIP clients need a little extra attention most of the time, and a CRM helps you make sure none of them slip through the cracks!

When everyone has a set process on how they interact with the CRM, you end up with a clean, efficient database.

Former customers can sometimes end up being the best form of advertising, so just because a sale is closed doesn't mean that your relationship should end!

Use the notes you've already entered into the CRM as your email body to send effective, action-oriented emails.

Monitor your new employee’s progress and make sure they are on the right track with your CRM

A CRM is only useful if your entire team uses it, so make sure everyone gets the memo by making it part of the job!

If you’re a manager and would like to monitor and review activity with your sales team there are two different reports you can pull. One report is the Activity Report, which is a list of all activities and details logged to the CRM by a sales rep, and the second is the Lead Report, which you can use to view and track the sales funnel by rep.

Make customizing easy and start with one of our templates! This tutorial explains how to use our New Client Orientation template.

By having your CRM prepared for anything that could happen to your business, you will be ready whenever anything does, and won't end up overwhelmed!

While every sale is unique, the average number of touches for successful sales can give you a ballpark number for how frequently you should be in contact with a prospect.

Every business dreams of having a big surge, rapidly gaining new customers and making more money. But if you’re not adequately prepared for a rush, things can fall through the cracks and you can end up leaving money on the table!

It is important to have frequent sales meetings but you should never have one just because. See how you can use LACRM to make every meeting productive!

If you’re a manager onboarding your team to a CRM, you can check to see who is entering new leads daily and who needs a reminder to enter leads as they get them. You can even encourage your team to enter data immediately by offering an incentive to reps, making commission dependent on using the CRM, or rewarding the reps that do use the CRM!

The more visible you are, the larger your pool of leads will be. Put yourself in front of a crowd to make sure your target market knows exactly who you are and how you can help!

A closed sale opens up a wealth of opportunities because instead of working with cold leads, you are working with someone who already knows how you can help them.

Everyone knows that you can use a CRM to track your sales and client relationships, but they can also be helpful for hiring!

Sending personalized, targeted group emails ensure that your recipients feel encouraged to respond.

Make customizing easy and start with one of our templates! This tutorial explains how to use our Opportunity template.