{"id":2353,"date":"2020-02-21T03:19:49","date_gmt":"2020-02-21T07:19:49","guid":{"rendered":"https:\/\/contactboss.com\/blog\/?p=2353"},"modified":"2020-02-21T03:19:51","modified_gmt":"2020-02-21T07:19:51","slug":"your-crm-is-not-just-for-customers","status":"publish","type":"post","link":"https:\/\/contactboss.com\/blog\/your-crm-is-not-just-for-customers\/","title":{"rendered":"Your CRM is not just for \u201ccustomers!\u201d"},"content":{"rendered":"\n<h2>Store all your contact types in contact management software<\/h2>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">There was a time when we kept records of our business contacts in a rolodex or a stack of business cards on a corner of the desk. Today technology has vastly improved our ability to efficiently store and sort the contact details of the many people we connect with in the course of doing business.<\/p>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">The term \u201cCRM\u201d is popularly thrown about, but perhaps we should stop to think about what the acronym actually means. The letters stand for Customer Relationship Management of course, but now in 2020, what does that really imply? At its very base a CRM is \u201cany tool, strategy, or process that helps businesses better organize and access customer data\u201d according to<a style=\"color: #e54e53;\" href=\"https:\/\/www.salesforce.com\/ca\/crm\/what-is-crm\/\"> Salesforce\u2019s CRM 101<\/a>.<\/p>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">But perhaps we are limiting the definition by suggesting that contact management software is designed to manage <em>customer<\/em> data.<a style=\"color: #e54e53;\" href=\"https:\/\/contactboss.com\/\"> Contact Boss<\/a>\u2019s contact management software is fully equipped to handle data on all your contacts from customers to staff, from suppliers to donors. And each contact record can go well beyond the basic \u201ctombstone\u201d data, allowing you to keep detailed notes on all interactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" width=\"702\" height=\"395\" src=\"https:\/\/i2.wp.com\/contactboss.com\/blog\/wp-content\/uploads\/2020\/02\/contacttypes-contactboss.png?resize=702%2C395&#038;ssl=1\" alt=\"ContactBoss - Contact Types\" class=\"wp-image-2354\" srcset=\"https:\/\/i2.wp.com\/contactboss.com\/blog\/wp-content\/uploads\/2020\/02\/contacttypes-contactboss.png?resize=1024%2C576&amp;ssl=1 1024w, https:\/\/i2.wp.com\/contactboss.com\/blog\/wp-content\/uploads\/2020\/02\/contacttypes-contactboss.png?resize=300%2C169&amp;ssl=1 300w, https:\/\/i2.wp.com\/contactboss.com\/blog\/wp-content\/uploads\/2020\/02\/contacttypes-contactboss.png?resize=768%2C432&amp;ssl=1 768w, https:\/\/i2.wp.com\/contactboss.com\/blog\/wp-content\/uploads\/2020\/02\/contacttypes-contactboss.png?w=1366&amp;ssl=1 1366w\" sizes=\"(max-width: 702px) 100vw, 702px\" data-recalc-dims=\"1\" \/><\/figure>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">Imagine a database that allows you to collect and organize records on all of the following:<\/p>\n\n\n\n<ul style=\"color:#19232d;font-size:15px\"><li>Customers<\/li><li>Staff<\/li><li>Members<\/li><li>Suppliers<\/li><li>Donors<\/li><li>Supporters<\/li><li>Stakeholders<\/li><\/ul>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">Contact Boss can easily and efficiently handle and sort all of the above types of contacts.<\/p>\n\n\n\n<h2>Optimize your CRM<\/h2>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">While some businesses will find the software most useful to manage their relationships with customers, it is possible that they are not optimizing their software systems, and might find benefit from managing suppliers, stakeholders, staff, members, or funders within the same contact management system.<\/p>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">For example, some subscribers to contact data management software are non-profit organizations who will be placing a much greater emphasis on complete and thorough records of their members and supporters.<a style=\"color: #e54e53;\" href=\"https:\/\/contactboss.com\/contact-management-features\"> Contact Boss<\/a> makes it easy to categorize the records, and to store and search notes and contact status. You can sort the data according to stage in the giving process (i.e. is a donor ready for the next pitch?) or sort the member database according to their standing (new, current, time to renew etc.)<\/p>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">Also, handling your employee database in Contact Boss contact management system is a cinch; you can set permissions and track logins using the same system. In this way supervisors and team leaders can also assign projects and check in on progress.&nbsp; Also the <a style=\"color: #e54e53;\" href=\"https:\/\/contactboss.com\/blog\/the-search-capability-is-a-major-success-factor-in-contact-management\/\">search capability <\/a>of Contact Boss ensures that you can find your contacts easily and quickly, no matter in which category the record was filed.<\/p>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">What are the types of information you can store for all your contact types? Consider making note of some or all of the following:<\/p>\n\n\n\n<ul style=\"color:#19232d;font-size:15px\"><li>Name\/Address\/email\/phone<\/li><li>Contact preferences\/opt-in status<\/li><li>Age\/ Birthday<\/li><li>Member of professional associations<\/li><li>Purchase history<\/li><\/ul>\n\n\n\n<p style=\"color:#19232d;font-size:15px\">To take a look at the ability of Contact Boss to manage all contact types sign up now for the<a style=\"color: #e54e53;\" href=\"https:\/\/contactboss.com\/crm-free-trial\"> free trial<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Store all your contact types in contact management software There was a time when we kept records of our business contacts in a rolodex or a stack of business cards on a corner of the desk. Today technology has vastly improved our ability to efficiently store and sort the contact details of the many people<\/p>\n<div class=\"read-more\"><a href=\"https:\/\/contactboss.com\/blog\/your-crm-is-not-just-for-customers\/\" title=\"Read More\">Read More<\/a><\/div>\n","protected":false},"author":2,"featured_media":2359,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"spay_email":""},"categories":[3],"tags":[51,28,50],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"Contact Boss is a contact management software that can store and organize all types of contacts, not just customers.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/contactboss.com\/blog\/your-crm-is-not-just-for-customers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Contact Boss is a CRM that goes well beyond customer relationships\" \/>\n<meta property=\"og:description\" content=\"Contact Boss is a contact management software that can store and organize all types of contacts, not just customers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/contactboss.com\/blog\/your-crm-is-not-just-for-customers\/\" \/>\n<meta property=\"og:site_name\" content=\"Contactboss\" \/>\n<meta property=\"article:published_time\" content=\"2020-02-21T07:19:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-02-21T07:19:51+00:00\" \/>\n<meta property=\"og:image\" 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