What do you like best?
The 30-minute training sessions, by far. Being walked through the tasks and features WHILE BUILDING THEM for my business increased my knowledge base, confidence, and willingness to use the tool radically.
This is a robust tool, and even though I'm using maybe 20% of the product, I feel confident in my skills in using it.
I purchased a more expensive, even bigger, more complicated CRM service and just did not end up using it, feeling good about it, or benefitting from it. At All.
What do you dislike?
It's still a learning curve, and the nature of writing email series and automations just takes more time to do in the beginning... that would be true with any software tool and CRM.
Recommendations to others considering the product
If you've been in business for a few years and are looking to make marketing, connection building, networking, and lessening anxiety and tiny slips of paper all over the place, give the trial a real shot.
ALSO! If you're looking to organize, implement, and deploy campaigns for multiple income streams - give the trial a real shot, with real effort, and a little bit of time.
I am coordinating my copywriting services, fiction book projects under a pen name, nonfiction book projects, and a content planning subscription service from this one account. As the one-and-only user for my business. You can do this too.
What business problems are you solving with the product? What benefits have you realized?
As a small business owner, I'm actually making better relationship connections by being able to tag groups and lists of contacts with batched actions. This is saving me a tremendous amount of time.
And, I'm able to use this time to make even tighter connections with my contacts.
Case in point: I was able to send Valentines in the mail to the readers of my romance novels. I had the time, creativity, and desire to share something fun with them... as a way to get closer to them... and to also give myself a way to stand out.
I actually have a better sense of where these readers are. A big surprise is that I have several horse-loving, romance readers who live in Australia! Not bad for this Seattle-based author!