was successfully added to your cart.

Cart

Tag

record keeping Archives - Tadpole Training

How good are you at managing your customer records?

By | customers, sales tips, Uncategorized | No Comments

How good are you at Managing your customer records?Tadpole record keeping
I admit I love a good sales database. At Tadpole, it was one of the first things I made sure I had, because in order to grow my customer base and so sell my services, I needed some prospective customers and I needed them fast.

So how good are you at keeping records? Have a look and see where you fall on this scale:

  1. I have a formal CRM system
  2. I have a proper indexed filing system (i.e. postcards)
  3. Pile of business cards
  4. It’s all on my phone
  5. Scraps of paper
  6. It’s all in my head
  7. Errr….what records?

Now, you will be relieved to know that I am not going to spout off about how a pile of business cards is no good, or that in this Read More