First outing for Candid CRM

Beaumont House presenting at Newark Business Club

Newark Business Club and Success Networking in Retford were both great events today. About 80 people at NBC and 10 at Success and both had a very positive vibe. I still struggled at NBC to talk to new people and it did not help that I knew everyone on the table that I was allocated to, I did find new people by swapping tables at the break. Although I typed a couple of names of people I know into Candid CRM, I would not class NBC as a proper field test.

Rob Purle hosting Success Networking Retford’s first meeting.

The Success Networking meeting was a different matter altogether. This events is what Candid CRM was created for. The event was structured to get to know everyone in the room. I scanned 6 cards, one of which I already had. A duplicate was created because the matching criteria in my code was inadequate. The other cards all scanned as they should but there was one with a QR Code which Candid CRM did not appear to capture correctly. Turns out the QR code did not start “https://” but “www.” instead.

At the event I created 11 new tasks in Trello, 5 were errors and the rest were cosmetic. I fixed the errors this afternoon and will sort the rest over the weekend. QR codes are now checked with and with “https://”.

From both meetings I created 9 follow-up actions. I have set the due dates for today and have not done them. Again, I will do them over the weekend, but it will be a good test for the daily email that is sent just after midnight. The daily email lists late tasks as well as upcoming tasks and birthdays.

Today was good, Candid CRM is getting better, easier to use and less cluttered.

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