KarmaCRM is here! Today marks the launch of the official KarmaCRM homepage. New videos, new blog posts, new services – it’s all here. Welcome to a new age of sales management. Before we let you go though, we’d like to introduce a few features of the site.
While KarmaCRM is in Beta, we are offering free accounts in order gather feedback and make improvements. Once the CRM system takes off, we’ll have a tiered structure based on how much you use KarmaCRM. Free accounts will remain an option because hey – we need good karma like the rest of you.
Take the Tour
The “Feature Tour” tab is a can’t-miss portion of this sight. Click on this tab and you’ll get a personal walk-through of KarmaCRM’s management style, reporting mechanism and functionality in a tutorial video. These videos will be updates regularly, so make sure to check back.
Karma Be With You
Before we send you out into the sales world, we hope you come aboard the KarmaCRM team. Our functionality can help your team in many ways. Cut your stress and boost your sales in a functional, manageable way. Simple as that.
We have just added the ability for you to add widgets to your user dashboard page. Over time our goal is for the dashboard page to become your sales hub with everything presented at your fingertips. We will continually add widgets over time as we better understand how to make the sales process more streamlined.
Drag and Drop Interface
Click anywhere near the widget’s name in the blue bar, and you can drag and drop the widget to whichever place suits you best.
Configure the Widgets to Your Taste
Each widget has its own set of configurable options. Click on the edit pencil located to the top right of each widget (when you hover over it). You can also remove the widget by clicking the delete icon.
Show and Hide Widgets
Click the down arrow in the top right of each widget to easily show and hide your widgets. The settings will save and the widgets will stay hidden next time you load the page.
If you have any suggestions about widget ideas, or feedback in general you can activate the Feedback widget and message us directly from there. We are aware of some compatibility issues with IE (surprise surprise) , but everything should work properly in Safari and Mozilla.
A large majority of working professionals adhere to the standard corporate nine-to-five schedule. While some work more, less, or different hours to meet the unique requirements of their position chances are you’re expected to be at your desk for a set number of hours each day. While this system provides stability for the business world, it does absolutely nothing for productivity.
If you have eight hours to fill with work you will find a way to stretch the work you have into those eight hours. If someone put a gun to your head and said you needed to do a day’s worth of work in two hours you would find a way to get it done. It’s all about motivation, and we’re conditioned to find ways to fill out the work day to make us and our superiors feel like we deserve our jobs.
This is why you’re constantly being dragged into meetings, one-on-ones, review sessions, conference calls, and so on. If you took a look at your day I bet you that you would discover large amounts of time wasted on tasks that don’t contribute to your end goals. Sadly, the appearance of work and being busy is more important in most work places than actual results.
Effective or Efficient?
If your job is to sell widgets you could be very efficient at going through the phone book and calling every single listing in there and asking them if they want to buy one. You could devise a great system for organizing your results, have wrap up meetings, make presentations, and so on. You would be very busy but not very effective.
If you’re looking to justify your paycheck then this is a great system. Unfortunately, too many workers and managers came up through the ranks of systems like this and think it’s the best way to run a business. Instead of finding busy work to fill the hours why not find a way to cut out all of the noise and focus on what actually brings in results?
Get to Effective in Five Steps
Not sure how to cut out all the extraneous work getting in the way of true productivity? Follow these five simple steps, and you’ll be well on your way.
- Take a long deep look at your work day and honestly assess where you spend your time. Are you letting busy work, meetings and other non-productive tasks take up time until the whistle blows at the end of the day? If you think you can’t “see the forest from the trees” anymore ask someone you trust to help.
- Find the areas of your work life that are just there to make you appear busy, pass the time, or are keeping you from the most important activities.
- The 80/20 Principle states that in general 80% of the effects come from 20% of the causes. Find the 20% of your activities that are creating 80% of your positive results and work to replicate those while phasing out the rest.
- Use productivity tools to automate and organize the busy work that used to take up large swaths of your time. Technology can free you from having to deal with a lot of productivity robbing work.
- Help your coworkers to change too. Don’t let other’s bad habits rob you of productivity. If you’re forced into time robbing events do your best to make them as quick as possible. Try to keep meetings short, focused, and flowing.
Start with these simple steps, and you’ll be able to clear out the clutter in your daily work habits and focus on the activities that bring in real results.
In one place, we want to provide you with high quality content that you actually use. We have been researching a number of blogs to draw inspiration from, but it is tough to locate sales blogs that offer an honest, humble opinion about how the everyday salesperson can improve their bottom line. We certainly don’t purport to have all the answers, but our goal with this blog is to speak to you as people, and throw out all the egotistical sales rhetoric.
What Will We Write About?
Topics on this blog will range from sales and defining sales process to customer service and increasing your company’s income. We will touch on conversation etiquette and what to think about before conducting sales followups. In a nutshell we want to help you carefully consider yourself and your process, to find out what you can do better, what you can streamline, and what you need to eliminate to become the top dog with your company.
Defining Your Process
We are going to do our best to provide some insight into how you can make your sales job easier, while hopefully increasing your bottom line. As salespeople we know what its like to try to keep track of 50 proposals, 30 potential customers and 2 ornery managers. Getting a competitive edge, and regaining your sanity is all about having a streamlined sales process. This is a topic we will cover heavily throughout our posts.
This is not a one way spattering of our thoughts, we value your contributions too! Suggest topics, tell us when you feel we’re wrong and ask plenty of questions. Ultimately this blog should be a learning tool for us and you….a truly symbiotic (mutually beneficial) relationship. We’re not strangers, so don’t hesitate to comment, or connect with us on Twitter. We look forward to providing you with good content, and an interesting dialog to keep your wheels spinning.
Why in the world would we want to create another CRM system?
Simple. Because we are tired of feeling overwhelmed by features we don’t use, while missing the few simple features that we need in CRM Software. We aren’t trying to shoot for the moon, just provide you with a system that just works, leaving all the nitty gritty behind the scenes.
KarmaCRM is a simple yet powerful CRM (Customer Resource Manager) system designed to help you out-perform, out-woo, and out-shine your competition. We are hard at work providing you with robust features, without sacrificing visual ascetics and usability. We want to help you establish and maintain new relationships, while building on the ones you have. We need your feedback to make this the super-spiffy CRM system that solves the worlds problems, so request an Alpha invite if you would like to try KarmaCRM out.
A few features of KarmaCRM
1. Send KarmaCRM your email correspondence with your contacts and it will automatically attach it to your contact.
2. Use our KarmaPoints to tell which salesperson is using the system best
3. Upload files and documents for each contact
4. Create Deals and Track their Progress
5. Assign Todos and Receive a Daily Email Summary
We will have screenshots, and the ability for you to request an invite coming in the next few weeks, so check back frequently, or signup for our newsletter. We look forward to helping you sell more, and have a great time doing it!