Digitizing my client’s business part 1: The CRM

My Client is a self-employed hairstylist, who has been in the business for over thirty years. All this time she’s conducted her business the old-fashioned way without the use of any digital tools. I am helping her digitize some of the key functions of her business. Primarily she is interested in keeping a comprehensive database of all her over 100 clients which would include important information regarding each client such as most recent hairstyle, past hair colors used etc. So I began researching Customer Relationship Software for her to use in order to keep track of clients.

With the help of my Praxis advisors Chuck Grimmett and T.K. Coleman, I narrowed down two choices from a long list of potential CRM’s for me to use, Hubspot and Belliata. I went through each and looked for the CRM’s which had a detailed client contact list with customizability while also being the cheapest in price. As I took the time to research and engage with each platform, I paid attention to small details such as how user-friendly each CRM and what type of integrations would be available with other applications.

Though not necessarily difficult in a technical sense, it was very time-consuming going through such a long list of software to use, but I was able to find the right one finally. I was very excited however to be learning about what SAAS and how subscription-based software is relevant to my project Also, taking on a professional project without anyone directing me has been a terrific learning experience, and a useful one too since I know I’ll be doing more professional projects soon.

Next, I’ll be relaying the preliminary information I’ve gathered about each CRM and will send it over to my Client so that they can choose which software to begin personalizing.