What is the difference between a personal CRM and a sales CRM?
A personal CRM is a private record of one person's relationships, kept for memory and follow through. A sales CRM is an organisation's shared record of customers and deals, kept for selling and reporting.
Side by side
| Personal CRM | Sales CRM | |
|---|---|---|
| Owner | You | Your employer |
| Organised around | A person and a conversation | An account and a deal |
| Purpose | Memory and follow through | Targets, deal stages and reporting |
| When you change jobs | It comes with you | It stays behind |
An example
Yusuf Demirkan of Bosphorus Growth Partners uses both. The firm’s CRM tracks each company by stage and partner. His own record holds what it does not: Amani Wekesa pitched third at the agritech demo day, asked about co investors, and he promised her an introduction.
Which one you need
If a manager reviews your deals against a target, you need a sales CRM. If your work depends on relationships that are not yet deals, you need a personal CRM. Marrow is one, in Beta: a deal has a title, a status and a timeline, with no stages, amounts or forecasts.
Related
Get Marrow on your phone.
Install the app, sign in with your email, and send it the last business card you are still carrying. Marrow is in Beta.