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| Using Google Calendar as a CRM |
Many people use Google Calendar to keep track of the day’s events, but did you know you can use it as a customer relationship-manager as well?
The best part is: IT'S FREE!!
If you’re not using it already, go to calendar.google.com
On the far left of the screen you will see “Other calendars.” Click it, and you will be able to name a new calendar by your organization. This is a great way to differentiate between your personal and employer tasks. You can see all events simultaneously if you desire, but be sure to use a different color to avoid confusion or if you plan on sharing with co-workers.
Since there isn’t a text box to input a phone number, I suggest using the first line of the “description box.” If you enter the phone number using hyphens, (xxx-xxx-xxxx) it will recognize it as a phone number, and when a user simply clicks it, it will populate in their dialer.
Here’s a potential scenario: If you are setting an appointment for May 15th and want to be able to reach out to the customer in one year, be sure to click the day first, and then click the “more options” button next to “save.” Click “does not repeat,” and select the day and time you want to be reminded to call them back for a follow-up.
Google Calendar is also integrated into Google Maps. This is a great way to mitigate (if not completely eliminate) any clerical errors by not inputting the correct address of the customer. Once you start to enter the street number and the first few letters of the street name, the customer’s address should populate to simply select.
Last but certainly not least, use the “add guest” feature on the right to share the database with your co-workers.
Google Calendar isn’t by any means the best CRM available, but it is a no-cost option that will help businesses organize their prospects and customers.
Happy Selling!!🍊
