Set reminders and synchronize your account with your calendar
How many times have you forgotten to call a lead back? Or sent them the wrong information? Or showed up to a meeting on the wrong day? This can happen, it’s only human… but it’s a very worrying sign for your lead. When you’re prospecting, the person on the other side thinks they're unique and probably doesn't take into account the fact that you have plenty of other leads to handle.
Start making your leads feel special! If you’re trying to sell something to a potential customer, you need to show them that you're a reliable person, working for a serious company. You want them to be able to trust you and the company you represent. This means remembering to call, sending the correct piece of information, and being super ready for a meeting – essentially, by remembering the exact date and time of key actions, in order to push the sale through.
The purpose of You Don’t Need a CRM! is to make sure you never miss out on the next action with a lead. If the lead is set as a 'To-Do', it’s because you have something to do with it today, simple. If it’s on 'Standby' it’s because you chose to set a reminder for a specific date and time. You have no choice other than to remember!
Further to this, you can connect your account with your online calendar (Outlook, iCal, Google Calendar, Yahoo!...). This way, whenever you set a lead to 'Standby' with a reminder for specific date and time, it will automatically appear in your calendar at the right time – so you have two apps telling you about your meeting; you really can't forget!
To learn how to synchronize your account with you calendar, please watch this video tutorial: