Can't find the number for a new sales contact?
Don't have a record of when a lead should be followed up?
Your leads details are all sitting in Outlook on individual sales persons' laptops?
Looking for a copy of the proposal document sent out by one of your team?
Need to share contacts between, home and office, or Macs and PCs?
Want to access your contacts, leads information, and proposal documents anywhere, anytime?

If you need help getting your sale process web-enabled, and don't have the budget (or the time and resource)to set up a full blown web-based customer relationship management system – mail2grow can help

As soon as you start to add staff and contractors to your business, one of the biggest problems you face, is how to effectively share the information about sales and contacts and how to share your documents so everyone is working off the same pieces of paper. Not only that, you also want to share it with people who are part-time or work from home, or are external contractors.

Most small businesses need a stepping stone that will let them share documents, leads and contacts on the web to use in conjunction with their existing systems like ACT, or Outlook.

Typically you want to be able to see in one place:

• Contact details and general notes about the contact or lead
• The details of the last phone call or email with the person
• Any proposal documents or account information you have sent
• Categorisation information: current sales stage, sale value, account manager
• Reminders for follow up

You can use mail2grow to do just that.

Have a look at some of the CRM features:

Upload existing contact databases

Export your contact list from Access, Excel, or Outlook and load it up to mail2grow.

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Categorise your contacts any way you like

You self-build your online databases, with an easy-to-use interface. You can add as many fields as you like. (eg. hot/warm/cold leads, sales value, account manager). Match the fields to your “office-based” CRM or spreadsheet and update regularly or use mail2grow as your central location for contact information.

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Keep a record of contacts

Keep contact records with your leads. Log phone calls and emails in their contact sheet. Next time you call them, have the previous contact information at your fingertips.

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Let contacts update their own details

Include “Update Contact Details” link on your emails to customers and allow them to update their contact details. You don’t have to show them your full records or personal notes, you just publish the fields that you want them to update, such as phone, fax, and email.

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Set reminders

Set a reminder to be sent to your email. Allocate reminders to other staff or contractors. The emails are automatically sent at the time and date you set.

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Store documents

Upload Word and PDF documents to the system. Create folders to organise your admin documents (eg. Standard proposals, Admin documents). Create folder to organise your proposals (eg. Current NSW proposals). Then attach the proposals to customer’s contact sheet.

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...and the price

Do all this, for as little as A$29 per month including all users. Compare that to the monthly per user charges of full web-based CRM systems and you'll see why mail2grow makes good sense for growing businesses. Plus have access to mail2grow's:

• email marketing features
• webforms to generate leads
• sms reminders

Want to try it out? Take a free trial here