Base CRM Contact Form

This came about when I started doing a few lead generation campaigns for my website, I noticed that contact form provided by Base didn’t do two important things:
1. Allow me to record a goal completion in Google Analytics
2. Provide any details over where the lead came from, other than via my website, when adding the deal into Base CRM.
3. Allow me to encourage email signups

This meant, essentially, that I couldn’t attribute any leads or customer value to any particular marketing campaign/source/medium. On top of this I couldn’t encourage email subscription. so I decided to commission a WordPress plugin.

I found Woody (a developer) on Peopleperhour.com, I knew how specific my requirements were so I was very particular about who I hired after having bad experiences with freelancers on Odesk in the past.

Woody did a great job, he runs a company called Stormgate and as you can see he specialises in rapid web development (he finished my plugin in less than 24 hours)!

So I told Woody what I wanted and he got down to work creating my brand new contact form.

Essentially this contact form directly posts the lead into Base, including all the necessary details, as well as the Google Analytics source and medium.

The Google Analytics bit ensures that you can choose a page to redirect to, which can then be tracked as a goal, so that you can keep an eye on things in Google Analytics separately from Base.

Finally it has a tick box that allows the person contacting you to signup to your email newsletter hosted by MailChimp.

I don’t think there are many things out there that do all this, and if you are using Base CRM I highly recommend you try out this plugin.

If you would like to download my plugin you can do so here.

Base CRM – CRM Software For The Small Business by Future Simple


Base Value Partner Program Badge

Simple CRM by Base

 

 

After spending sometime using Capsule CRM (which became to clunky to use) and Highrise (which is to simplistic and doesn’t have nearly enough advanced features for sales) I have finally found Base by Future Simple. Funnily enough if you look for it on Google, you can’t find it! There is in fact another CRM called Base, which looks like it was designed in the 90’s – do not confuse the two!!! You’re looking for the one at FutureSimple.com.

I discovered Base CRM whilst looking for a CRM app that worked on my Android – Base had the best reviews and after I signed up I could see why. It has an Android app as well as an iPhone app – for all those Anroid users out there I can’t tell you how much of a relief this is, I’m sick of tired of online software with just an iPhone version, letting the Android users put up with a mobile version of their web page.

The Sales Funnel

First up it already has a well thought out sales funnel process which you can customise if you wish (you probably won’t). It’s simple to customise and the actual reporting system is also simple, but at the same time extremely useful. Here’s a few screenshots from my account:

Base CRM Funnel Report

This is a great way to estimate the value of leads – we can see here that of the leads I get, 20% are unqualified – that means I don’t want them. We can work out what percentage of leads actually result in a deal – in this case 4/10 (or 40%). If we apply this to the average value of these leads (£437.50) we can estimate the value of the lead, in this case 40% of £437.50, which is £175. So now I know that each lead I get is worth £175.

I can now use this as a goal in Google Analytics (or other web analytics tool) and from this have a basis to calculate my ROI for my advertising campaigns. Anyways, onto the rest of Base’s cool features…

Reasons For Lost Deals Report

This report is great, when you lose a deal you have to enter a reason – this is some brilliant customer insight that you can feed back into your business when trying to improve your sales process, your marketing or even your product. Anyways, here’s mine (actually I’ve not lost any yet so I had to make some up – but you get the point):

Reasons For Lost Deals

There are a load of other reports, but these are my two favourite – on top of that I think we’ll see some more useful ones coming out as they improve, they have a great user based feedback system using User Voice – so any features suggested get voted on and if they get enough votes they get implemented – great huh?

Other Features

So what else has it got?

Well you can integrate it with your website for starters – I didn’t fancy this because I’m obsessed with my Google Analytics and they won’t let me redirect to a thank you page, but naturally I’ve requested the change so hopefully they’ll be making that improvement shortly. But still, if you don’t pay much attention to Google Analytics, then the web form integration is ideal.

Again they’ve got a very intuitive system for adding contacts (companies or individuals) and you can check back over past sales. All data can be exported (or imported) if needed, and they have a special import facility for those using Highrise, Basecamp or Salesforce – so switching to Base CRM Is Easy.

Check It Out – It’s Free!

Anyways, I suggest you check it out, because after all it is free and it’s a shed load better than all the other CRM systems out there.

Disclaimer: I originally wrote this blog post when I was trialling Base CRM, since then I have referred enough people to earn myself a free account, so any further referrals may end up earning me commission if they end up subscribing to Base CRM. I just thought it was best I cleared that up 🙂

Capsule CRM – The Best Free Online CRM Software System

I’ve been using Capsule CRM for around a year now and I really like the way you can customise it so easily, plus it is much simpler than Salesforce. It also integrates with my online accounting package, FreeAgent (incidentally if you signup with them, be sure to use my FreeAgent referral code).

Capsule CRM

What is CRM?

CRM stands for Customer Relationship Management – it’s been around for a while, basically it encompasses your customer database and should record every “touchpoint” with your customer. So your customer logs on to your website, your CRM should know, your sales person phones them up, they should record that, an email get sent out – that too should be recorded, the customer buys something on the website, guess what, that should be recorded too. It improves your ability to manage & track customers and can help you improve customer insight. Without CRM you are unlikely to be able to accurately calculate a customer’s lifetime value, which prevents you from being able to spend as much money on marketing – this can lead you lagging behind competitors who can justify spending up to 10 times more than you to acquire a customer.

Free CRM

The best thing about Capsule CRM is that it is actually free to use, without it limiting the functionality of the software too much, so if you are implementing a new CRM system and you don’t want to pay for anything yet, then Capsule CRM is a great way to get your systems and processes in place before rolling it out across the board.

API Access and CSV Downloads

Capsule CRM allows you access to the API and also provides you with easy to download files, so you don’t have to work out how the software works, you can simply download the data and analyse it yourself in Excel – which is what most people do anyway!

Web Integration Form

They provide a lead generation form you can add to your website, then when someone fills it in, the lead goes directy into the CRM system – this saves you time, to get this functionality for Salesforce you would need to buy the 2nd version up (I think it’s £17 / month / user).

Twitter Integration

To get the latest info on your clients you can add their twitter ID to their customer file, then when you view them in Capsule CRM it will also show your latest tweets – this may allow your sales people to engage better with customers, or identify potential opportunities.

I’ll be writing about best practices for creating CRM systems over the coming months, and I’m also hoping to develop a way to integrate Capsule CRM with your website so that you can personalise pages for people – but that may take some time!!!

If you do sign up for Capsule CRM, you may also want to signup for FreeAgent and MailChimp – all three integrate together, which might save you a bit of time.