Top 3 Benefits of Using Google Contacts As a CRM and How to Use It

Managing your customer relationships just got simpler with Google Contacts! In this article, we will explore the ease and effectiveness of using Google Contacts as a CRM (Customer Relationship Management) tool. 

Whether you’re a small business owner or anyone looking to streamline your contact management and communication, this user-friendly approach will help you leverage the power of Google Contacts in a straightforward and accessible way. Find your way down here!

What Are the Benefits of Using Google Contacts as a CRM?

If you’re just starting with CRM or looking for a straightforward option, consider the utilization of Google Contacts as your CRM tool! It is a basic option, yet the benefits are quite significant. Check out the three fundamental advantages informed below!

1. Getting Rid of the Same Information Twice

For instance, if you get a new lead from your website, you can easily add it to your Google Contacts with a single click. This way, you don’t have to waste time copying and pasting so that you can focus on more important tasks for your business, selling, for example.

One of the benefits of using Google Contacts as a CRM is transferring important details, such as their name, address, phone number, email, job title, company, and even a profile picture if available. Plus, any background information is saved as a note in Google Contacts, which is helpful for quickly recalling how you met your customers.

2. Get More Work Done Faster by Saving All at Once

Instead of handling them one by one, you can select multiple contacts at once and click to save them to Google Contacts. This feature is especially powerful because it lets you update information for contacts you’ve already added. 

For instance, if you need to add new phone numbers to existing customers and want those updates to reflect in both systems, you can easily do so. This ensures all the information stays current in Google Contacts without creating duplicate entries. 

Thus, this feature undoubtedly simplifies your address book makes it more organized, and saves you time and effort. Therefore, it’s such a win-win situation with fewer clicks and less manual work.

3. Enhance Your Ability to Manage Your Google Contacts 

This simple way of adding contacts to Google Contacts gives you the power to decide what information goes there. Sometimes, when you set up a sync, it can work in the background without your knowledge and create confusion in your address book. Therefore, bulk saving is a smarter and more efficient method for storing your contacts.

How to Use Google Contacts as a CRM?

You can use Google Contacts as a basic Customer Relationship Management (CRM) system by following the nine steps here! 

1. Sort Your Google Contacts

When you start using Google Contacts as a CRM, the first thing to do is to organize your contacts. You can do this by creating different groups or labels. These groups help you separate your contacts into categories. For example, you can have groups for potential customers, people who already buy from you, and business partners.

2. Include Important Contact Info

It’s essential to add all the necessary details for each contact. This includes things like their name, email address, phone number, the name of their company, and any other information that helps you with your business connections.

3. Customize Contact Info

Google Contacts gives you the option to create custom fields for your contacts. This means you can add extra information that’s unique to your business needs. For example, you can note down their purchase history, special notes, or any other specific data you find important.

4. Take Notes and Set Reminders

In the notes section, you can write down important things about your interactions with each contact. The notes may include details about your meetings, calls, or any discussions. 

Additionally, you can set reminders to help you remember when to follow up with someone or important dates to make it easier to keep track of your relationships.

5. Connect with Gmail 

Another benefit of using Google Contacts as a CRM is that it is compatible and works seamlessly with Gmail. It means that when you’re writing an email in Gmail, you can easily access your contacts. This ability is really useful to facilitate you sending messages that suit each person you’re writing to. 

6. Search and Filters

For Google Contacts, you can search for particular contacts or use filters to see specific groups or categories. The ‘search and filters’ features are handy and allow you to find your targeted contact quickly. You can look for them by their name or by the category you put them in.

7. Use Labels

Labels are like stickers you can put on your contacts to sort them even better. For example, if you have a potential customer interested, you can give them a label like “Hot Lead.” Or if you have a really important customer, you can label them as a “VIP Customer.” These labels help you know who’s who at a glance.

8. Big Actions

Google Contacts lets you do things in bulk, which means you can do the same action for many contacts all at once. For example, if you want to send an email to all your business partners, you can do that without typing in each email address separately. 

Or else, if you need to save all your contact information somewhere, you can do it in one go.

9. Keep Things Updated

Lastly, it’s important to keep your contact info fresh and organized structure. Make sure you regularly add new contacts and look after the ones you already have. Hence, you’ll always have the most up-to-date information for your business connections.

Start Using Google Contacts As a CRM for Business Growth!

Google Contacts can be a basic yet great tool to help your business grow. By organizing your contacts, adding important details, and using features like labels, notes, and reminders, you can manage your relationships more effectively. 

Integration with Gmail, search, and filters, as well as the ability to perform bulk actions, makes it even more powerful. 

Just remember to update your contact information to keep everything in order regularly. So, start using Google Contacts as a CRM today and watch your business relationships with customers improve in no time!