“Expansionists make the unmanageable manageable by setting up systems. They use customer relationship management tools, typically used by sales forces to store contact information; keep call logs; create task lists; set reminders to touch base; and keep detailed notes about past meetings and personal information. Most of this can also be done with a simple Excel spreadsheet — but if you want to maintain a large network, it needs to be maintained meticulously and consistently.”
Excerpt From: Marissa King. “Social Chemistry”. Apple Books.

In our previous post, we’ve talked about how a Personal CRM may be just the type of tool you need to manage your relationships more effectively. A Personal CRM is a powerful tool for managing your customers, prospects, and data. yet few people use it to its full potential. Here are six best practices for doing just that.

1. Choose a Personal CRM that fits YOU.

Not every Personal CRM is created equally, and if you choose a Personal CRM without properly researching its capabilities (and weaknesses), chances are you’ll find yourself digging a tunnel that leads to nowhere. Take your time and weigh your options before you make final decisions.

2. Keep it simple

A Personal CRM is supposed to make your life easier — not the opposite. Linking back to the first point — what sort of features are you looking for? Note-taking? Business card scanner? If you know what you’re after, having extra features may actually work against you by overcrowding your workspace with too unnecessary noise.

3. Integrate your Personal CRM with other software

Many Personal CRM softwares on the market today offer integration with apps such as emails, calendars, and for good reason. Incorporating your existing programs into a personal CRM makes it an even more powerful tool. It’s important to integrate your personal CRM with other software so you can have a holistic view of your customers.

4. Follow up in a timely manner

This can look like following up with your clients on a regular basis. Use this as an opportunity to not only thank them for their business, but also to see how you can help make their experience better.

5. Keep your Personal CRM clean and up-to-date

Hygiene isn’t just limited to your personal space this year. Keeping your data clean and organized means scrubbing outdated contacts and removing people that aren’t included in your network anymore. Cut through the junk so you can quickly refer to them when reaching out.

6. Group your contacts into segments

For salespeople, when you learn something about your prospective customers, you can group them together to act on sales in a more efficient way.

The good news? Weavit does that for you, automatically. To see how it works, sign up for early testing here

So no matter if you’re an entrepreneur, student, or salesperson, a personal CRM system is a great asset. It’s crucial to use the right tools that allow you to strengthen the relationship with your customers. Instead of tedious workflows, you can let your business thrive and make the most out of your time — let Weavit help make sense of your world and start enjoying the benefits of an organized mind.

We’ve expressed the benefits and advantages of a personal CRM solution throughout this guide. If you’ve tried making your own contacts spreadsheet, and need something more inclusive, stay tuned for what we’re building at Weavit.