Highrise CRM (discontinued)

Highrise is a versatile tool that has found widespread use within Cabot's organization. One of its primary applications is in Cabot's Integrated/Creative Services department, where it helps manage social media and PR contacts, track outreach efforts, and facilitate communication with various stakeholders. The Marketing Department at Cabot also relies on Highrise to efficiently manage their extensive contact list, which includes farmer owners, bloggers, and market managers. By replacing the need for physical rolodexes, Highrise has streamlined communication and contact management for Cabot Marketing.

In addition to contact management, Highrise proves valuable for Cabot in evaluating relationships with celebrity chefs and bloggers. By reviewing past email communications and notes, Cabot can effectively gauge the suitability of these individuals for event work. Furthermore, Highrise's integration with Basecamp, Cabot's primary tool for tracking and managing vendor jobs and marketing campaigns, makes it an ideal solution for their work.

Not limited to specific departments, Highrise offers comprehensive support across the organization at Cabot. Customer Service/Project Managers and Sales teams utilize it to track clients, products purchased, and sales leads. The ability to categorize clients using tags ensures a holistic view of each client based on the services they have availed or their origin. Moreover, Highrise's deals feature allows Cabot to log a client's product history with them so as to provide crucial insights into the customer relationship.

Highrise serves as an informal CRM for fast-paced entrepreneurial organizations like Cabot. It facilitates easy cataloging of sales contacts, prompt customer follow-ups by sales reps, and acts as a repository for important information about various teams, contractors, vendors, suppliers, active and inactive clients, strategic partners, and potential clients. Through customizable fields and tags, it becomes effortless to sort and organize client information based on specific criteria.

One notable application of Highrise at Cabot is its role in creating custom portfolios and references for potential clients. By referencing notes and background information stored in Highrise, Cabot can filter and sort examples of their past work using tags. This allows them to tailor portfolios and references specific to a client's needs, enhancing their chances during the sales process.

Additionally, Highrise facilitates the creation of custom email marketing lists and serves as a centralized reference for email threads with clients. Its customizable fields enable Cabot to efficiently sort and organize client information according to specific criteria. While currently underutilized, the 'deals' and 'cases' features in Highrise have potential for increased adoption by Cabot's business development and sales teams. These features could provide valuable tools for tracking deals and managing cases related to sales activities.

Highrise plays a pivotal role in Cabot's organization, serving as a comprehensive CRM solution for managing contact information and searchable tags across various departments. It allows for easy access to client information and acts as an online database and address book, accessible from any computer or device. From Cabot's Marketing Department to Customer Service/Project Managers and Sales teams, Highrise proves indispensable in tracking clients, monitoring progress from prospects to clients, and maintaining an overview of customer location, products purchased, and current agreements in place.

One limitation of Highrise, however, is the inconvenience of adding a new company, as it requires adding a contact first and then adding the company. Despite this drawback, Highrise continues to be utilized by Cabot across the organization in multiple ways. Its versatility makes it suitable for tracking businesses by sales departments and managing projects by promotions teams.

Overall, Highrise provides an efficient and lightweight solution for contact management, customer relationship tracking, and project management at Cabot. Its robust functionalities enable seamless communication with stakeholders, easy organization of client information, effective evaluation of relationships with influencers and celebrities, customizable fields for sorting data, and the ability to create custom portfolios and references for potential clients. In a fast-paced entrepreneurial environment like Cabot's, Highrise proves to be an indispensable tool that contributes to improved efficiency and streamlined operations.