Sticky notes are not the best way to keep track of a prospect you need to call. There is a better way - thankfully. It's called a CRM.
A CRM is a sales and marketing term for "customer relationship management". It's a system to keep track of important information about your clients, customers, sales prospects and a way to centralize your business communications and resources.
I love technology. You may already know that from some of the resources I share. But I really didn't discover the power of a CRM until I started realizing that I had too much paperwork floating around with my client's notes, names of people I needed to follow up with, and even keeping track of any missing payments to my client accounts.
So here are some benefits of using a CRM:
- Organizes your business records
- Creates a safeguard of all your key contacts
- Automates your appointments
- Helps you develop a "pipeline", which is the path you work each client or prospect through to work with you
- Gives you an easier way to pay attention to your customers
- Makes it easy for people to pay you
Need a few ideas on CRMs to try?
I'm developing a video kit to help you use the simple, slick system I use, but for now here are some recommendations you can look into: www.CapsuleCRM.com, www.HighRiseHQ.com, www.BigContacts.com, www.SalesForce.com.
Try one and let me know what you think in the comments below!
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About the Author: Tanya Smith is a creative business strategist specializing in showing coaches, consultants and freelancers how to spend more time making money with simple, yet profitable marketing systems. Her company Be Promotable provides clients with fresh actionable strategies and virtual resources to promote their businesses as power players in their market. Claim your instant access to a free 10 part ecourse, 10 Ways To Grow Your List at: www.bepromotable.com.
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