Kerry Reverzani

CRM WA

Business Efficiency Consultant

PeopleTray Blog

PeopleTray Blog

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WHAT IS A CRM AND WHY DO I NEED ONE?

Posted on 6 May, 2017 at 4:40

 What is a CRM?

First up the acronym CRM stands for Customer Relationship Management.

In essence a CRM is a database used to store information about your customers.

A CRM isn’t about building a list of contacts from a stack of business cards you’ve collected.

You should use a CRM to create a complete profile of the Companies and Contacts you deal with.

Collect as much information about your contacts as you can. Notes and comments from yo...

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PROJECT TRAY

Posted on 6 May, 2017 at 4:30

PeopleTray has been developing the Project Management functionality and will soon have a seperate Project Management Module included in the CRM


Use Tags to Manage Companies

Posted on 19 March, 2017 at 5:10

Use tags as additional Filters when sorting your Companies.

Videos in a Checklist

Posted on 11 March, 2017 at 3:05

You an add a video to checklists in PeopleTray

Use for training or inductions

Welcome to the PeopleTray Blog

Posted on 1 March, 2017 at 21:35

The purpose of the CRM WA PeopleTray Blog is to help PeopleTray Users maximise the efficiency of the Software


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