February 23, 2016
New Feature – Announcing Buckets!
BY John Paul Narowski IN karmaCRM News and Updates One Comment
2016 is the year of selling through relationships. KarmaCRM has decided to focus on making our CRM software less about high volume transactions and more about high value relationships. This bucket feature is the first of many that will help you maintain richer relationships, better leverage your existing network, and more easily identify the places to add value.
What are Buckets?
Buckets are a simple way to organize your CRM to make it easy (and automated) to followup with your contacts. By creating a bucket and giving it a followup date, when that date is hit karmaCRM will automatically notify you that you should followup with that person.
How Should I Use Them?
There are 2 primary ways to use buckets. You can use buckets as a grouping, allowing you to segment your contact list into groups that have different contact time frames.
- Hot Prospects (create a followup every 7 days)
- Current Customers (create a followup every 90 days)
- Referral Partners (create a followup every 60 days)
Or you could name your buckets based on the followup timeframe EG:
- 2 Weeks (create a followup every 14 days)
- 1 Month (create a followup every 30 days)
- Quarterly (create a followup every 90 days)
In either case, you can set it and forget it! Once a contact is in a bucket, we’ll remind you to followup automatically so you can safely avoid creating mountains of individual followup tasks.
Solving the Problem of What To Do Next!
Buckets are the first step into helping solve the daily problem of “what do I do next”. We’ll be moving events and tasks into this system also giving you a clear at-a-glance view into what your day looks like. This allows you to focus on bringing your best to the conversations and helping add value to your relationships, instead of administering CRM.
How to I Get Access?
If you’re already on our $25/user/month plan, you get buckets for free! If you’re not, contact a support agent, and we can set you up on a trial of the new plan.
Thanks To Our Customers
This feature was built based on a lot of tremendous feedback from you, our customers. We wanted to thank everyone who took the time to fill out our bucket survey, which helped us scope and plan this feature. We want you to know that we listen, and if you take the time to help us, we can help you even better.
You Rock!
