What Can The New SLO Personal Contact Manager Do For You?
Organise and reach out to everyone you know ...
Posted by Steffi Lewis on 28/09/2021 @ 8:00AM
In a recent blog post, I talked about the reasons I created the new SLO Personal Contact Manager. This week, I want to tell you why I believe it's the perfect solution for any small business owner who needs to organise and reach out to everyone they know ...
The SLO Contact Manager was written by a small business owner for small business owners! You're going to love it!
There are many Customer Relationship Management (CRM) tools out there and although they look good on the surface, they tend to baffle users who aren't that technically minded until they get to a point they don't want to use it anymore.
"In addition, they have to be all things to all people!"
In that case, they have so many functions, features, extensions and integrations that you'll probably use around 25% of what they have to offer. In addition, many free and low-cost versions are very restricted in what they can do, even to the point of being unable to export your data should you choose to leave.
Small business owners need something designed by a small business owner, for small business owners. And that's where the new SLO Personal Contact Manager comes in. It was designed by me to do what I needed and not have any of the fluff that I wasn't going to use. To coin a phrase, "It does exactly what it says on the tin" and allows any small business owner to organise and reach out to everyone they know.
Why would you want to do that? Well, because your database (your contact list) is the most valuable asset in your business. If you knew when you last spoke to someone, or you knew when you need to speak to someone again, wouldn't that be useful?
Here are some of the main features:
Easily organise your clients in up to 32 customisable sections
Reach out to them regularly using the many built-in email, SMS, telephone and social media connectors
Quickly make a referral by finding the right contact and passing their details on
Promote new products and services by selecting the people from your database that you know may be interested and sending them a personalised email rather than using a bulk mailer
Everyone looks at a text message notification when it pops up on their phone, so check-in with contacts before meetings, say thank you afterwards, or simply say hello from time to time
Setup your last contact date and next contact date columns so you know when it's time to reach out to a contact
Tag who you want to talk to so they're at the top of the list
Each time you reach out to someone, quickly add dated notes for the call then big them up on social media afterwards as a thank you
And lastly, rename the major columns so they're relevant for you and sort on any of them so you have the right contacts at the top of the list when you need them
There are so many useful features baked into the new SLO Personal Contact Manager and I believe they're everything a small business owner needs, but without the fluff of the major CRM systems you'll never use.
It's a limited release so this isn't open to everyone, just a certain few for now so we can manage the rollout. In addition, you'll have 7-days to play around with it before you need to set up your subscription. You'll know if you like it within a few days then you can subscribe and just leave it open in a browser tab to use whenever you need to reach out to someone.
And the best thing? I'm the developer, so if you need some help, just get in touch!
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more about either PCM Lite, PCM Standard or PCM Advanced click here to get your 7-day free trial or give us a call on 0333 335 0420 and let's see how we can help you.
Developer, blogger, photographer, videographer, foodie, cat lover, sci-fi nut, cancer survivor, countryside dweller, and Creator In Chief of The SLO Personal Contact Manager.
I've also worked as a professional photographer in Los Angeles, USA and been a Vision Mixer and Producer for live television in my time.
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