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Track Your Contacts with CRM Software

Track Your Contacts with CRM Software. About us and BCL. Francis Beaumier IT Specialist Phone : 920-448-5863 Email: francis.beaumier@browncountywi.gov. Andrea West Adult Services Manager Phone : 920-448-5820 Email: andrea.west@browncountywi.gov. Brown County Library, Green Bay, WI.

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Track Your Contacts with CRM Software

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  1. Track Your Contacts with CRM Software

  2. About us and BCL Francis Beaumier IT Specialist Phone: 920-448-5863 Email: francis.beaumier@browncountywi.gov Andrea West Adult Services Manager Phone: 920-448-5820 Email: andrea.west@browncountywi.gov Brown County Library, Green Bay, WI

  3. What were we trying to solve? • Keep better track of people who lead classes/events at BCL • Easily share contacts and experiences with performers • Know what we paid for them • Have promotional information (blurb used, flyer, etc.) • Record of how the program did • Prevent over- and underbooking • Streamlined communication – who to contact and who last contacted them • Anything was better than nothing

  4. Fits and starts since 2016 • Have Francis make something… • An Access database • Excel spreadsheet • Have a friend write it • Store the data in our event management platform

  5. The dating game epiphany

  6. What’s CRM software? • “Used car salesperson” software • Keeps track of customers to help you best market to them • Records of customer interactions… • Helps you know when you should contact someone again • “Don’t you need an oil change?”

  7. This could work… • Track customers? What about vendors? • Knowing when to contact should help with over- and underbooking • I guess we are selling something, in a sense

  8. What were we looking for? • Initially free! • Entirely Web-based and hosted elsewhere • Custom data fields • Enough users • Enough storage to carry us for at least a year • Reasonable pricing if we exceed the limits of the free tier(oops)

  9. Bring on Agile CRM This PowerPoint and our training instructions: http://browncountylibrary.org/techdays19 Reviews of other CRM software: https://learn.g2.com/free-crm-software https://financesonline.com/best-free-crm-software-solutions-consider-2017/

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