Managing an art business can be challenging, particularly when it comes to professional relationships. It's easy to lose track of important details like client purchases, shared reports, and commission contracts.
Artwork Archive offers a CRM tool designed to help artists manage and improve their professional relationships, ultimately making their art business more efficient.
We’ve outlined specific ways to use CRM as an integral part of your day-to-day workflow.
What does CRM stand for?
CRM stands for 'Customer Relationship Management.' At Artwork Archive, we prefer to think of CRM as ‘Contact Relationship Management,’ covering not just customers, but also collectors, galleries, advisors, and fellow artists.
How to use CRM to build new relationships
Let’s say you meet a potential collector at an art fair who shows interest in your work. This could lead to a profitable relationship if managed well. Artwork Archive's CRM allows you to create a detailed contact record for this person, including personal information, social media links, and notes about your meeting.
To set a reminder for a contact:
Select Contacts from the left-hand menu.
Open the desired Contact Record.
Click Add Reminder at the top of the Contact Record.
4. Enter the date and the note for the reminder.
5. Click Save.
6. Your reminder will be added to this contact record and is automatically integrated with your Schedule feature.
Did you know?
You are also able to sync your reminders with your smartphone, Google calendar, or Outlook by clicking on the Calendar icon to the right of your reminder.
Using CRM to strengthen existing relationships:
While gaining new clients is important, nurturing existing relationships is crucial for growth. Artwork Archive allows you to track all interactions with each Contact, including shared Reports and Private Rooms.
To share a report with a Contact:
Once you’ve generated a Report, you will be redirected to the Reports page.
Locate the Report you’d like to share.
Click the blue arrow next to the report title, then click Share.
4. Select the existing Contact you’d like to send the report to.
5. Write a brief message and content description to your Contact.
6. Click Send.
Did you know?
You’re also able to share with a Contact Group. Here's how:
Select the existing group from the Groups drop-down menu.
Share the Report.
A Share Record will be recorded on each individual’s Contact Record.
The outcome:
Share Records are notated on the Reports page under Info for each shared report.
2. Each contact's record shows all Reports and Private Rooms shared with them.
3. You can also view a Contact's Purchase/Acquisition History and Additional Files (e.g., proposals, contracts, etc.).
Tracking this information not only helps you stay organized, but also empowers you with the information you need to keep your existing customers feeling valued, potentially leading to more sales!
How to use Artwork Archive’s CRM to work smarter
With Artwork Archive’s integrated CRM tool, you’re able to manage and organize your contacts efficiently. Contact Groups let you sort your art contacts and send targeted messages to specific groups.
You can create Contact Groups for different types of contacts. This allows you to easily send targeted communications, like new artwork or special offers, to specific groups of contacts.
To add a contact to a group:
Click on the Contact Record.
Click the Edit icon.
Select your desired group from the Groups drop-down menu.
Click Update Contact.
Now, every time you filter by Contact Group you’ll see all Contacts in that category.
Did you know?
In addition to filtering by Groups, you’re also able to filter by Relation and Location.
Every time you register a sale, the system automatically classifies the buyer as a Client. This enables you to sort through your Contacts by who has purchased your work.
Tracking your art sales helps you plan better. A good CRM system not only manages relationships but also makes your work more efficient. This means less time on paperwork and more time creating art!
This condensed version captures the main points: the importance of tracking Sales, the benefits of a CRM system for relationship management and efficiency, and the ultimate goal of spending more time on art creation.