Gmail as a CRM (Customer Relationship Management)?
Luca Reginato at his blog has written a piece on how to use gmail as a CRM. He have used many of the enterprise CRM solution like Siebel and salesforce.com etc but those did not give him good experiences. He came up with an idea - can he apply the requirements on a CRM and fits into Gmail?
… Gmail gives you thee dimensions in order to manage your customer relationships,
label, priority, and time.
label: all you need are 4 labels: info, lead, todo, done.
priority: the star stamp, don’t abuse it, if you thinking that you have more than 3 high priority issues you’re misjudging.
time: gmail intrinsically add a precise timestamp to all your conversation, and when you search your valuable customer informations, it shows you the results in a perfect LIFO - reverse chronological order.
Read his instruction and thoughts on this topic. What do you think of this idea? I think it proves the concept but it has some disadvantages - Privacy would be the first thing that I worry about. Multiple users access would be the second one.



Comments
Kathy Stewart says on June 20th, 2006 at 6:41 pm
Hello, i am very upset because my server has been down all day. I am a loan officer
and you have stifled my business all day.
I could not close any loans today.
Please call me at 916-802-6257
Kathy Stewart Very Angry!!!
jeanie says on July 5th, 2006 at 11:01 am
I am not sure if I am in the correct place but I am trying to delete an e-mail address: jeanie.barnett@gmail.com off of my computer and I don’t know how…if you can be of any help I would be thankful.
Thanks and have a nice day…jeanie barnett