 Contact Management Best Practices for Small Business
At some point in your business development, you need to have a tool—the right tool—to track your Customers. Having Customers scattered between your Email program, slips of paper and in your accounting system just won't suffice any longer; it'll become a barrier to you effectively managing and building your Customer Relationships.
It's time for a tool that gives you:
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A Centralized database that has all of your contacts and related information stored in one central place that others can access from within the office, remotely or through mobile devices.
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A History of your interactions with your contacts, including: phone calls, Emails, Appointments, notes and documents.
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Sales Tracking so you know what deals are out
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Lead Tracking
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Push Marketing that lets you easily send out marketing communications (letters, phone campaigns, Emails) to your Customers.
These tools are called Customer Relationship Management software…"CRM" for short. When it’s time to think about taking your Business to the Next Level with a CRM system, you need a solution that is going to be Economical, Practical and built on Best Practices.
Impartial Advice
That’s where we come in. And because we don’t sell or implement any of these solutions, our advice to you isn’t tainted by the desire for a commission on software. We are your impartial resource for all things CRM. We have the “been there, done that” experience and expertise that will help you to:
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Choose the right software for your particular situation. It may be that buying a copy of ACT! off the shelf may suit your needs fine...or maybe you need a tool with more options or that specializes in a certain function. We can help you sort that out.
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Choose the right partner to buy the software from and implement it for you.
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Know what the best practices are so you can get things set-up and running right the first time.
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Manage the project for you.
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Our sister business, The CRM Coach, works with medium-size companies around North America to help them implement sophisticated CRM systems. With Piggybank Technology, we have developed strategies specifically for small business. The "CRM Survival Guide" is our cornerstone offering, helping small businesses to make good, informed choices in their project.
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