In our busy and ever-evolving world, the need for strong bonds and connections is greater than ever. At the Executive level, more than anywhere else, the right connections and relationships will make or break a business.
What is a Personal CRM?
CRMs have been around for a long time. Sales reps. use them to keep track of their interactions, to visualise their pipeline and to share notes about leads with their team.
From CRM to Personal CRM
A traditional CRM app like Salesforce is really just a good looking spreadsheet, there isn't any magic in there. You have to input a lot of data and keep everything up to date, otherwise it just becomes a mess.
This doesn't get anyone excited. In fact, most employees consider their CRM to be a pain and not a tool that empowers them. A personal CRM is the complete opposite. It's magic. It works for you instead of you working for it.
A few key elements that make the executive CRM different from a traditional customer relationship management app are:
- Does not require maintenance work: It syncs with your data and keeps everything up to date on it's own. Executive CRMs know how it touch you are with your contacts without any manual input from anyone.
- Extremely privacy friendly: As an executive, the last thing you want is your emails getting hacked and published. Unfortunately, that's what would happen if you were to use any traditional CRM solution that reads your email content. Exec. CRMs only access email metadata (timestamp, recipient & header) so that you don't need to worry about your data.