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Shut your tabs, to put it politely

Shut your tabs, to put it politely Main Image

13 July 2020

Video calls and screensharing have become essential additions to our 2020 working lives. But how often before you screenshare do you first embark on ‘screen-shutting’?

Screen-shutting is the process of exiting the dozens of other programs we have open that we aren’t particularly keen on sharing with the entire team.

(Let’s be honest, Francine from HR is definitely taking a mental note of what’s in your Amazon cart).

Even when we’re not doing the internet window shopping, our desktops are cluttered. In any given work hour, we’re clicking between Word, PowerPoint, Gmail, Google, Outlook, Dropbox, Excel, Xero, SharePoint, Zoom, Teams, Slack, Survey Monkey, MailChimp – (draw breathe) and the list goes on.

The myriad of software platforms makes the task of keeping key business information in the one place a nightmare – not to mention adding pressure on your Zoom meeting (hello, frustrating freezes) with all the open apps.

Think about the process you undertook the last time you were following up a client, customer or stakeholder, and I imagine a few of these task might ring a bell:

  • Search email to recall your most recent exchanges
  • Look up a spreadsheet to bring up any current or outstanding tasks you have with them
  • Search your notebook (paper or digital) to remind yourself of notes taken at the last meeting
  • Search files in Dropbox or SharePoint for records of correspondence
  • Scan your phone history to check when you last called or sent a text
  • Google their business to locate contact details, their bio, or other information about their organisation
  • Finally, you sent a message around to your own colleagues to check whether others in your team need to pass on any relevant info before your discussion
  • Change out of your pyjamas

Ok, so we can’t help you with that last one (and if it’s after 11.30 you probably need more than a CRM) but let’s talk about the others.

People often ask us here at SwiftFox, what is a CRM? It’s an acronym thrown around so frequently in the tech world, it’s easy to forget what it stands for – a ‘CRM’ is Customer Relationship Management software.

Effectively, it’s one single, digital place to store every piece of information, data and all interactions with your customers, clients, membership and stakeholders.

Enter a person’s name into the SwiftFox CRM search bar and you’re but a click away, from:

  1. Their full profile - including contact details, interests and the nature of the relationship with your organisation
  2. All interactions with your organisation - including calls, emails, meeting notes, financial transactions, survey responses
  3. Copies of any files or documents you have sent to them or received from them

Centralising this information clearly creates efficiencies and accurate record keeping, but SwiftFox CRM is much more than that.

Capturing this information in a single system is where powerful data analytics becomes possible.

SwiftFox is a next generation CRM, with analytics at its core – this is where our system excels above its competition.

By tracking all your customer, client and stakeholder information, SwiftFox allows you to understand:

  • Trends around new clients and customers, and trends on those leaving the business
  • Who is interested in your latest offer, promotion, or product (by demographic, by geography, by municipality/electorate – you name it)
  • Who are your most loyal clients, customers & stakeholders and how you can keep it that way
  • The touch points of individuals, members or groups at risk of leaving your organisation and what you can do to keep them

This is just the beginning.

A full suite of communications tools all built into the same system gives you the power to target and personalise your engagement to a level that just isn’t possible using a variety of third-party platforms (and saves you the time of exporting lists!).

Using your data to uncover business intelligence and personalise your communication has never been more important.

If you’re reading this article with dozens of other tabs open on your screen, get in touch with the SwiftFox team.

Also, shut those tabs down first – we can see what’s in your cart.