Bonj! Another interface tip for you. In this clip we show you how to export sales to CSV file/excel and how easily this can be done for different criteria such as date, type, confidence level, etc.
Whilst many have been quick to jump on the RIP Highrise bandwagon we’ve taken a business as usual approach. And when we read Barbara Taylor’s article on why she is still a Highrise customer, we thought it would be good to add to the sentiment that Highrise should still be a consideration for your small business.
Here are our 3 reasons why:
It’s not going anywhere
At Tracks, we still use Basecamp Classic. The main reason is because we like it better than the new Basecamp.
Basecamp Classic is a stable and secure product. Highrise is the same, and when Basecamp say that they will continue to maintain Highrise I believe them – they have continued to do that for Basecamp Classic.
If we can’t find the right partner or buyer, we are committed to continuing to run the products for our existing customers forever – Basecamp
If you can live without the coolest features of the day and just need a contact manager / CRM that works then Highrise is more than sufficient – just like Basecamp Classic is for project management.
It’s got less stuff
After working in the CRM world for a few years, we know many of the systems. Highrise is still one of the easiest and cleanest contact managers. There are definitely features missing (sales pipeline, mobile app, etc.), but for plain old contact management it’s a good option.
The tagging feature in Highrise is very useful and you can do lots with it. Likewise is the search functionality. And on top of that, it’s maintained by a company that will be around for years to come.
Contact management is still tricky
Despite some new entrants into the market like Contactzilla, Contactme and FullContact and some of the bigger CRMs like Nimble, Contactually and RelateIQ that use social networks and APIs to enhance the contact relationship experience and reduce admin time, contact management is still tricky.
Take for example firstname.lastname@example.org that you’ve been targeting for a while. It’s likely that Big Corporate don’t even allow John to use social networks, so the chances of John using his Big Corporate email address to register with Twitter et al is very small. You’re then faced with the good old fashion way of actually staying in contact with John (shock! horror!) to keep the contact records up to date. Having to do this is more common than you might think – and likely more valuable, as it keeps the relationship warmer.
Even if the contact management experience can be enhanced and admin time reduced, your sales are still at the merci of one thing – good relationships with prospects and customers. Don’t get me wrong, some of the new tools look promising, but don’t be too quick to assume that they can significantly increase your sales.
So in conclusion, Highrise is still a good option for your CRM and contact manager because it’s going to be around for a long time, it’s still one the cleanest systems and the competitors are not that much better, if at all.
Oh… and a seamless plug… if you’re looking for a standalone sales pipeline tool or a sales pipeline tool that integrates with Highrise then sign up to Tracks for a 14 day free trial (no credit card needed).
Thanks for reading (and thanks for Barbara for the inspiration to write this post)
— — — UPDATE — — —
I just read this Ask Me Anything with Jason Fried the founder of Basecamp. On being asked about the future of Highrise his response was:
“I can’t share specifics yet, but the gears are turning. We will be spinning it off into its own company, and we’ve found someone incredible to run it. It’ll finally get the love and attention it deserves.”
We have another interface tip for you. This one explains how to attach contacts or companies and link them within Tracks as well as how to add them from scratch. Extra points for those of you that spot the deliberate mistake!
As part of our Insider Tips series, we are interviewing agency founders about challenges they have faced growing their agency. From how to win clients to how to recruit good people, we’re covering a lot of ground.
Here we go with another interface tip for Tracks. This short video shows how easy it is to search for a deal within your sales pipeline. You can use the search box to pick up what you are looking for but just remember that the search occurs on the deals showing on the page you have showing on your screen only.
It’s the end of June. Halfway through the year, and it has been very busy for us. We’ve being laying the foundations for improving everything we do over the next six months.
We’ve a bunch of new developments planned inside the app and outside the app. These developments are fundamentally aimed at helping our existing and new users. We’re so excited, we just couldn’t keep it in, so here’s a snippet of some of that things you can expect:
Another interface tip for you lovely people. This vid shows you how easy it is to set up and filter on Sales Stages within Tracks. Hope it comes in useful!
Now you’re left with staff that don’t know how to use it, processes that no one follows and extra costs that have hurt your efficiencies. And it’s not made you any more money.
This happens. A lot
Given the amount of new applications and tools that are appearing on the market (and the increasing difficulty in trying to keep up), I thought I’d list a few things you should do to make a new product (or system) work for your agency. I’m not guaranteeing 400% increase in productivity, but for a small agency, managing time and being productive is very important. Read More…
Here’s another interface tip for you good folks using Tracks! This time it’s on recurring revenue. If you are a Highrise user then you’ll definitely want to watch this short tip. Have a great day!