Marketcircle
 |
 |
 |
 |
 |
 |
 |
|
|
|
|
|
|
|
|
Go
 |
New
|
Find
|
Notify
|
Tools
|
Reply
|
|
|
Apprentice |
Hello Each,
I've researched other CRM's and productivity workflows for some time now, and am sure Daylite - even with its steep learning curve - is the one. I've watched some of the tutorials now, and a couple of my clients use it to great effect. I am mainly shooting in fashion/commercial - and have checked the photography template out here, and it is not really of much use to me and the business at the moment. I am taking on a sales person soon - mainly targeting hair salons and design agencies. And would like to build a clear, updateable workflow of how to contact people, and the results. I know this can be done in Daylite - so my questions are: are there any other photographers who are on this forum using Daylite for their commercial studio (rather than wedding/portraiture)? Have you been able to set up forms (?) to record success of certain sales ideas - and can these results be printed out as visuals - e.g. graphs? What were some good learning tools (certain movies or guides) for complete technophobes at learning software? And finally - a little point - how do you automate your address book to read by surname as in Apple's own address book? And my organisations, upon import, are completely out of alphabetical order - how can this be sorted? |
||
|
|
Pro |
Sorry, not a photographer so I can only address last point.
At the moment, in DL you can only sort by last name if you are in list view in contacts pane, I believe. Easiest way is to add last name and first name columns to list view by clicking on right arrow at right of screen in that window, selecting from inactive and dragging to active. You will also want to move the "name" category from active to inactive. Click close, then drag your columns into the order you want in the window. Re: organizations, I haven't experienced that problem...at least importing by VCard or syncing to my Daylite Group in AB. Daylite automatically orders mine by alpha after import. Anyone else weigh in on this? |
|||
|
|
Apprentice |
Hi JRP,
That's great! With a combination what you wrote and a response from Sean Mendonca - I am now sorted with the address book! Much appreciated! |
|||
|
|
Pro |
Glad you worked it out. Welcome aboard the DL forums.
|
|||
|
Marketcircle Team |
Just letting everyone who isn't aware, we have a database template for Photographers.
You can find out more about it here. Oh ya, it's free  __________________________ rcash [at] marketcircle.com |
|||
|
|
Apprentice |
Just to mention; the wedding and portrait business do not map to the commercial photography business at all.
|
|||
|
|
Pro |
Hi Jack
with respect to your question about taking on a sale person to target salons and design agencies. Daylite is an excellent application for managing sales revenue enabling you to get a clear understanding of the sales you might expect to close within a specific period or by industry sector etc. 1. You can build/customise a sales pipeline that applies to your sales process. This becomes a process to work from and allows you to see at a glance the progress you are making and the likelyhood that the business will close. There are some excellent graphs available in Daylite to show your progress graphically. 2. As an accompaniment to this approach I recommend to my customers that they make good use of the Categories and Keywords for contacts, Organisations and Opportunities. That way you can very easily find out how much business you are working on for say salons or design agencies or both very quickly. 3. It is easy to set up form to capture specific information about your customers but you cannot graph the form data as such. But as mentioned above you can graph your actual sales information. You can produce a sales forecast graph or a win/loss graph. 5. I am glad you got the AB stuff figured out. Best regards Bill |
|||
|
|
Apprentice |
Hello,
I didn't realise there was a a commercial template - has one been developed? I have re-checked the samples and there is still only one for wedding and portrait photographers. |
|||
|
|
Apprentice |
Bill, This is most interesting and insightful - thank you. |
|||
|
| Previous Topic | Next Topic | powered by eve community |
 | Please Wait. Your request is being processed... |
|
|||
| Site | Marketcircle Forums | ||
| Servlet | eve2da013 | ||
| Version | 1.2.22 build 9062 | ||
| Module | Forums 4.0.3 | ||
| Stylesheet | "Marketcircle" | ||
| Wordlet Set | "Default Wordlet Set" | ||
|
