World’s Simplest CRM

Here’s a use case for PeakZebra that I think makes all the sense in the world.

We begin with the thought that most of us actually don’t need lead scoring automation.

Just the facts

You do need to be able to store information about your prospects. And if they they become customers, you need to make a note of this, either within the same database or by transferring them to some other system. And you need to track their payments and so on.

For a lot of companies, there’s not actually all that much distance between prospect and customer. For instance, someone contacts you to ask for details on the professional service you offer. You talk with them, gather some info. Maybe you make them a written proposal. They accept the proposal or they don’t, but even if they don’t they aren’t, should some future opportunity lead to a new proposal, exactly a run-of-the-mill prospect anymore.

Whether a potential customer or an actual customer, you need their contact information and you need to keep a record of your interactions with them. If they send you an email with a pre-sales question, you want to keep a copy. If you give them a Zoom tour of the product, you want to have a record of when and what they thought about it.

You need to be able to track any deliverables you’ve promised and you need to be able to set reminders for future follow up.

If you’re really on your game, you can also be learning about them as they interact with your web site and you can build up a segmentation model for your customers (and your prospects, which is arguably almost more important). That work happens on your customer-facing websites, of course, but PeakZebra supplies some great tools for that.

Not Rocket Science

The key point here, though, is that none of this is actually complicated. Salesforce will do the job, but you’re paying for the whole lot more that it can also do. Like lead scoring. Even at the small business entry level version, this is $25 per user per month. The next step up is $100 per user per month.

The PeakZebra approach is dead simple. There’s a “Person” grid that shows contacts. If you want, you can easily have different grids for prospects and clients. If you click “Add a New Person”, you get a form for that.

Out of the box, you can associate each contact with a particular internal team member. You can tag each person with whatever tags you like (you create them), and you can make a note of each interaction you have with them over time.

Simple, then customized

And that’s it. Unless you need something else. In some cases, you can simply add on things you want, if that’s your preference. But you can also queue a request for the change. We generally deliver them within two business days and at a very low cost compared to hiring a conventional developer to jump in cold.

You can learn more about the pricing model for this sort of change by signing up for our occasional email updates.

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