His wife has generally read along passively, but like him, she uses the email filing system very consistently. The Macke couple have been using CentralStationCRM since May, but Mr Macke himself feels like it has been “a very long time”. Understandable, because the CRM software “is actually always open when the computer is on”.
Robert Macke does not use all of CentralStationCRM's functions. For example, he still organizes his daily tasks with Toodledo and he hardly needs offers at all.
However, he makes full use of the functions that he does use and even changes their purpose a little. The email filing is the most important tool for costa rica telegram screening him, as are tags and filters for people. He also manages suppliers and space providers with the CRM software . He is also very pleased about the cooperation with Newsletter2Go: "The newsletter software is very easy for me to use, and importing my contacts works great."
He is also looking forward to a possible cooperation with billing services such as FastBill.
Macke's use of the project function in CentralStationCRM is particularly interesting. Because individual people and contacts can be assigned to a project, he uses it to plan and manage his seminars:
A project is created for each seminar, and registered seminar participants are marked as people involved. This allows Macke to see the number of guests who have registered so far at a glance and can also print out a guest list with complete contact details using the Excel export function. He has the participants add to and complete these on site.
He sends everyone involved a short reminder and welcome email in advance, now via the cooperation partner Newsletter2Go.
The allocation of existing contacts also shows him which customer has attended which seminars and which participants may have already attended a seminar. This way, Mr. and Mrs. Macke can specifically target these people and build personal relationships.