Web based contact management for small businesses

A friend of mine works for a big company but his department is well insulated from the rest of the company. It’s a small self sufficient (in many ways) department, they have their own small budget – which if they don’t spend they lose next year, they work with little supervision. They have to obey the corporate policies around the use of the brand, logo, etc. but in many ways, they’re free to engage potential customers. He works in licensing.

The scenario above is very similar in many ways to working for a small business. But I didn’t immediately realize that. So I’ve asked him … what CRM do you use internally? I expected him to say Oracle or Salesforce, which is what I associate with “working for a big business”. Instead he stared at me point blank and the conversation went:

He: CRM?
Me: Yes, how do you track your customers, licensees, licensors, etc.
He: Oh, we have one big spreadsheet.
Me: How do you share it?
He: It’s on a network drive.
Me: Doesn’t that make the editing difficult.
He: Oh, yes, if someone edits it, the spreadsheet is locked and no one else can edit it until the first person releases it. If the first person opens it and then goes home, no one can edit it anymore.
Me: That kinda sucks.
He: Yes, but we solved it by asking our intern to keep it up to date. So we send her all the updates and requests for data and she does it.
Me: Isn’t that slow.
He: Only when she’s on holidays or when we need the data over the weekend or when she’s out for lunch and we need the data in a meeting and so on.
Me: Why don’t you get a simple web based contact management that everyone can access at any time, from any device?
He: We don’t have the time to look into it. Plus, a lot of the sales guys are not IT savvy and our internal IT department won’t support something that’s not approved.
Me: Some of the web based contact management solutions require almost zero admin work.
He: You’re preaching to the converted.

Does this conversation sound familiar? The whole thing reminds me of a cartoon I once saw.

Clevertim_CRM_contact magament for small businesses