Dating Your Leads Marrying Your Customers: The Maturing of CRM Lite (Intuit CRM and more)
Until recently, I’ve always thought that Customer Relationship Management (CRM) software was something automated, like Amazon.com’s renowned services, that help you automatically provide customers what they need the moment they needed it. This is indeed, CRM - or at least one aspect of it.
However, CRM, especially for smaller businesses are tools that help you and your staff have the most updated information about a customer, let’s call this CRM lite.
CRM lite is a close cousin to basic contact management solutions, be it Excel or Outlook.
To be considered CRM (lite), the focus is LESS on just the contact of a person (their telephone number and email address) and more on knowing their spending, their recent purchases, notes on the customer, last appointments and other things that are “customer relationship management” focused.
The most recent entrant into the CRM space is Intuit, with its release of Intuit Customer Manager.
At the outset Intuit’s Customer Manager is quite simple to use, with plenty of uncluttered white space and simple navigation buttons for actions to take. It’s not complicated, but quite basic: customer information, tasks, calendar and the ability to sync with QuickBooks in order to see the status of the financial information on each customer or company.
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