Dotty Scott explains what a CRM is: a contact database that stores details, communications, and transaction history. She shows how tagging lets you organize contacts, like finding local tree-removal contractors when a neighbor needs one.
Let's start with what is a CRM and why does someone need it? That is a, that is a very good question and it's the perfect place to start. A CRM, a CRM is a client relationship management system and think of it as your client database. It's all the people you know, not just clients though, it's other business people that you know, that you, your JV partners, your suppliers and vendors. It's your Rolodex, if you will, if that's a term you're familiar with. So it keeps track of, of course, all their contact information, also all the emails and text messages that you've shared with each other, and like the history of what you've done with them in business, if they've bought something from you or not. And it also lets you tag them or put little labels on them about how you met them, what kind of service they provide, maybe who they're looking for. So if let's say, for example, you know several people that are looking for— they tear down trees, they cut down trees, and they make sure safely someone's rotten tree can come down safely. And then a neighbor of yours says, "Boy, I gotta get that tree down. I really do. I'm worried about it." You can go straight to your CRM and put in the, the tag or the label that you gave to those people, those tree people, and pull up 3 or 4 or 5 tree people that you can give your neighbor and say, call these people, let them give you a quote, just like that. And that's one of the really great things about having a CRN.
