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Each day we meet many people. Lots  of phone calls, emails, notes, follow-ups, and tasks. It's easy to get confused. And even easier to lose people in the flow. Especially if you run a small operation.

Who is this person again? When did we last speak? About what? Who else from the firm is talking to to this person? What’s the next step? A CRM keeps track of each person important to you, and each commitment.

When you use a CRM, leads, prospects, and clients and their communication history can be shared across your company. No more “Dave has the customer's number and he’s out of the office today.” No more “I don’t know what Janet told the foreman last week.” No more “Oops, I didn’t know you already called her back, because I just did too.” With a good CRM, everyone is always on the same page.

Peter Drucker said that a business exists to create clients. A CRM is the best way to look after clients - from the time that they're strangers until they're raving fans. A CRM adds immense value when you want to sell the business, because it makes it easy for a new manager to step in.

A CRM ensures that no salesperson can run off with your clients - whether maliciously or otherwise.

A CRM helps you make sense of your entire sales and marketing process, and automate much of it.

I have been using CRM software since 1989. Since then the products have advanced hugely, and the software you can get right now is better than the best corporate systems of ten years ago. What's more, you can get it for free! (Genuine, no-strings-attached free!)

And that's what this videois about. In my case, my CRM system allows me to keep track of discussions I had years ago, and to know what people bought back then. That's useful because these same folk are still my clients now - only because my system would not lose them.

Over time I have used almost all of the systems on the market. Most of them are pretty good, but that comes at a steep price. There's ACT, Maximizer, and Goldmine - for Windows desktops. And Daylite (for Apple). Loaded with features, but rather expensive. 

Maybe that pricing is why so few of us use systems like this. The desktop systems start at R1500 per PC, and rapidly get expensive if you have more than one person in your team. (Or more than one branch in your business.)

Then there are a bunch of great online products like Salesforce, Highrise, and Sugar - mostly hosted overseas - for which you pay in the order of $500/year per user. The problem here is that the SA Internet tends to be a tad flaky, and there is no greater frustration than not being able to reach your client database.

And then there is the solution I want to share in this webinar because it has served me so well.

• The CRM software is free.
• You can run it on your own PC or laptop (whether that is Mac, Windows, or Linux, or any combination).
• If you want, any employee can work on the same database, no matter where in the world they are.
• And when you grow, you can drop this same system onto your office network, for free. 
• And if you grow really big, you can host this system on your website, for no extra charge.
• In other words, it's scalable to any size you can conceive of.
• And did I mention that while you might be paying me to attend this event to learn about it, and see how you can make it work for you, there is no extra charge for the software, no matter how many clients you have or how many of your staff use it at the same time?

With this video I will give you a copy of this superb system. (I know how good it is because I use it every day.)

I will work through the setup with you. I will show you how I use it, and what it can do (which is almost everything except grind coffee beans). I did not develop this superb software. It's been developed by one of the leading companies in this field, and they give it away in the hope that you might grow big enough to want to buy their hosted version.

(I have 10,000 clients in my system, and I am a long way from needing to pay for it, so I reckon you're safe for a while. This software handles the backend of our seminar reservations, our Business Warrior community of 1000 members, and everything else that we're involved with.)

It's a great way to see how a little technology, and a little guidance, can help you automate most of your client support, automate your marketing, automate your prospecting, and automate your sales force.

The software we'll be featuring offers the much same features and benefits as these superb products listed below, but without any risk. You get rapid learning, and the world-class software is free:
ACT!, Daylite, Goldmine, Maximizer, MS CRM, Sage ACT, Salesforce, Saleslogix, Sugar.