Red Flag – Want to organize all business contact data- but how?


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When we get a phone call with a new prospect inquiring about contact or customer management one of the first statements we hear is “I want to organize all our business data about a contact, customer, prospects and companies, but we can’t figure out how to neatly compile it from all the different places and different applications.” After a few minutes we find that they may have contact names in trade show lists, various Outlook contact address books, their accounting system like QuickBooks or multiple spreadsheets.

This is a “red flag” and a business scenario that signifies a need for a contact and customer relationship management system.

Compiling contact and customer data “under one roof” saves hours of wasted time for millions of contact and customer management users. It eliminates potential errors and the need to perform duplicate tasks. It frees you from the hassle of maintaining a contact list in one application, account history in another, e-mail communications and appointment in yet another, and keeping track of multiple documents on your hard drive.

A contact and customer relationship management system provides a single, central repository for critical contact and customer information. It enables quick and easy access to every aspect of your prospect and customer relationships – addresses, phone numbers, e-mail, Web sites, notes, correspondence, documents, to-do items, and activities!

The interface presents one consolidated view of each contact, giving you an instant overview of that relationship. With a tabbed interface design, details are just a click away. Simply click the Notes tab, for example, to view all the date-and-time stamped notes on a contact or company record.

Working with isolated information silos is not only cumbersome, it jeopardizes the future of your business. When you use contact and customer relationship management, you eliminate potential communication gaps, such a losing handwritten notes from a sales call or forgetting where you jotted your to-dos during a meeting. With a CRM system, these preventable failures are far less likely to occur.

Rest of the story….

So after we hear of the pains and lost productivity from our prospect, we’ll help them discover what is possible and they’ll say “You can do that!” and we respond “Yes!”

TIP: Also add in the contacts and company information of your alliance partners, your vendors, networking groups (BNI, Chamber), all your company staff and Yes, your competitors.

To get started give Dick or Julie a phone call: 269-445-3001 or select the option for a free readiness assessment consultation.

What other types of contact information saved in a contact system is helpful to you?

Republished with author's permission from original post.

Dick Wooden
CRM specialist to help you get the answers you need with sales, service, and marketing CRM software. I help mid-sized businesses select, implement and optimize CRM so that it works the way their business needs to work. My firm is focused on client success with remarkable customer experience, effective marketing and profitable sales using CRM strategy and tools.


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