1. Track Your Contacts with CRM Software

2. About us and BCL Andrea West Adult Services Manager
Phone:
Francis Beaumier
IT Specialist
Phone:
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:
Reviews of other CRM software: