I am in the process of starting a business referral service primarily based on personal referrals, which is how I obtained every single job I received as a cabinetmaker for over 20 years. I want to assemble the BEST services in any field that there is a demand for and connect them with customers who need them. It will be primarily face-to-face, networking from one customer to the next, individually or in group settings (clubs, associations, special interest groups, etc.) In business, it`s all about the relationship. In general, if you love people, there is a good chance they will recognize that, and be interested in what you have to recommend. That`s the key.
Hello Everyone. I`m new to all this CRM related software stuff. The venture I am starting up is a "business referral service", which would entail coordinating the connection/tracking of customers to service providers across the whole spectrum of business. (Most services focus primarily on home improvement contractors--I`ve set my sights much higher.) I need to be able to coordinate three separate databases. 1) My service providers; 2) My customers; 3) The specific jobs that result from connecting them together. I don`t want to OVERburden the process by obtaining software that has features way beyond what I need. I have looked at Help Desk software/Service Desk software examples and I cannot determine if they would be adequate for the task. Most of the CRM demos I have viewed seem to be overkill for what I need. Any help would be appreciated. Thanks