tierra

Director of Revenue Operations

Relationship Management Tools - Not CRM

Hey, curious to ask - what tricks or tools do others use to keep track of relationship? I'm not looking at hard data but rather soft data like birthdays and personal information that helps you differentiate you from other reps.

I used to text myself details and then started bridging them into CRM notes but there has to be something out there that is better.

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19 comments

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braintank

Politicker

Enterprise Account Executive

Why not CRM?
Could use something like Evernote or notes field in LinkedIn

tierra

Contributor

Director of Revenue Operations

Long client relationships come with me not the CRM. I’ve jumped companies a few times. The CRM does well with short term deal oriented data but not well with the established long term relationships that I’ve built up over years.

Gasty

Notable Contributor

War Room Community Manager

@tierra: If I'm understanding this correctly, what you're looking for is a personal CRM that you can use/refer to always, regardless of what employer you're working with. Is that incorrect?

Sunbunny31

Politicker

Sr Sales Executive 🐰

I think you're right, based on what I've read.
Like a Rolodex, but virtual.

TennisandSales

Politicker

Head Of Sales

Yeah I’m pretty sure that’s what CRMs are for haha. Why would t you use it?

tierra

Contributor

Director of Revenue Operations

Long term client relationship come with me not the CRM. Helps out in the short term but hasn’t worked well when I’ve jumped between companies.

TennisandSales

Politicker

Head Of Sales

ah i see. that makes sense.

Pachacuti

Politicker

They call me Daddy, Sales Daddy

Excel spreadsheet

DungeonsNDemos

Big Shot

Rolling 20's all day

I mean I've done this, but it's not my preferred way.

Pachacuti

Politicker

They call me Daddy, Sales Daddy

I usually have it a 1 page layout so I can scan it briefly.

CuriousFox

WR Officer

🦊

CRM, Outlook, Excel spreadsheets...

Diablo

Politicker

Sr. AE

Which business are you in? Is it a more B2C customer driven business or B2B?

tierra

Contributor

Director of Revenue Operations

B2B

Diablo

Politicker

Sr. AE

I don’t see any use of tools here tbh. CRM and Calendar does my job.

HVACexpert

Politicker

sales engineer

Have you tried Microsoft OneNote? Might not be a bad option

Maximas

Tycoon

Senior Sales Executive

Sounds like a good idea.

Justatitle

Big Shot

Account Executive

work calendar for birthdays. if you have a mac using the notes tab can be great for this as well. Also FWIW scratchpad could be a good potential solution.

Sunbunny31

Politicker

Sr Sales Executive 🐰

I use the CRM for that info. And calendar in birthdays and milestones when I learn them.

TINSTAAFL

Arsonist

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tierra

Relationship Management Tools - Not CRM

19 comments

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