How do we keep track of our business deals?
If you are only working with one or two deals, keeping track of them is a simple matter. However, most of us have far more than two deals on the plate and even more coming down the pipeline. It is sometimes quite difficult to keep track of all the details and remember who said what to whom. You need to keep track of the names of people on each deal or project and what their responsibilities are. There are many techniques that you can use to keep on top of the situation. You can purchase CRM (Customer Relation Management) software to handle the contact details plus a host of other information. Unfortunately it is time consuming and you can often miss out on important proposals or calls that you need to make. Keeping track of details is necessary, and keeping accurate records is also of prime importance.
Using the computer to track information does not have to be onerous or difficult; it simply has to be planned into your day. I use my computer extensively for everything I do, but I do not carry it to meetings with me, I carry a simple paper notebook for each client and keep meticulous notes. I then transfer the important points to the computer system and have it refer to my journal for further details (I number my journals and file them for later use). Appointments, phone numbers, managers' names, titles, project roles are all on the computer system. Making detailed notes with dates are on my power page in my notebook.
We will go into more detail for the power page a little later in the chapter. Right now let's walk through the various components that are necessary for keeping the details straight and continuing to nurture our business relationships.
Bette Daoust, Ph.D. has been networking with others since leaving high school years ago. Realizing that no one really cared about what she did in life unless she had someone to tell and excite. She decided to find the best ways to get people's attention, be creative in how she presented herself and products, getting people to know who she was, and being visible all the time. Her friends and colleagues have often dubbed her the "Networking Queen". Blueprint for Networking Success: 150 ways to promote yourself is the first in this series. Blueprint for Branding Yourself: Another 150 ways to promote yourself is planned for release in 2005. For more information visit http://www.blueprintbooks.com
disinfecting cleaning services Winnetka ..During the 1980 presidential campaign, candidate Ronald Reagan vowed, if... Read More
Gather round while I tell you the story of Kennebec... Read More
Quality control in franchising companies is paramount and all franchising... Read More
Winning small and home based businesses today must continually shake... Read More
In today's economic climate, the first priority for the small... Read More
Some of the greatest words of wisdom for any man... Read More
The Federal Trade Commission which governs the franchise industry thru... Read More
Washing manufactured homes, mobile homes, can be a lucrative and... Read More
Every home business has the same problem of how to... Read More
CONSIDERATIONS FOR YOUR INTERN: Specify the number of hours the... Read More
Many small business startups fail within the first 2 years... Read More
Obtaining a business credit card enables the small business owner... Read More
The FTC- Mighty Federal Trade Commission has unilaterally decided to... Read More
Tap these treasures of ideas. The best money you can... Read More
Becoming a contractor or sub-contractor for the U.S. government can... Read More
Car wash businesses are unique to other businesses. In fact... Read More
TACTIC #1 -- Never simply slash your prices, unless you're... Read More
A cluttered world of marketing communications diminishes the ordinary. The... Read More
Aircraft Interiors of personal and corporate jets have hundreds of... Read More
Attorneys and Lawyers are ruining the franchise industry. It is... Read More
Data. Most people think it is a term relegated to... Read More
If I had $1.00 every time I heard someone say... Read More
Are you a small business owner who wants to expand... Read More
When pressure washing heavy equipment each piece of equipment has... Read More
A few years ago, I visited Beijing for the first... Read More
last minute cleaning help Highland Park ..Where would a business be without a business plan? A... Read More
Over regulation of small business is so intense it is... Read More
When does your ego get in the way?Let's go back... Read More
There are no "rules of thumb" in the pursuit of... Read More
So what exactly is a "Small Business Lone Ranger?" A... Read More
Costs of over regulation and over disclosure end up hurting... Read More
Starting and growing a small business can be a daunting... Read More
A consultant must remember that the business belongs to the... Read More
Franchising is the fastest way to build small businesses, provide... Read More
Traditional advertising methods are still being used for almost 90%... Read More
Are you thinking of starting a small pressure washer business... Read More
It's the dream of every person who starts a business... Read More
Opening a carpet cleaning business is a great way to... Read More
Motivational author and speaker Jim Rohn says that for a... Read More
Do you know what your genius work is? It's the... Read More
The air in my client's office nearly crackled with her... Read More
The story is told of a tiger chasing some goats... Read More
Do you operate your business as a series of projects,... Read More
Aside from the fear of losing a spreadsheet or research... Read More
-- Beyond Cold Calling, "Warm" Calling and Sending E-mails --Many... Read More
When someone owes your small business money, you certainly feel... Read More
What image do you and your people portray to your... Read More
Where do you find more customers?How do you compete with... Read More
Top 3 Ways to Maximize Your Small Business Server Consulting... Read More
You may find this Newsletter a little long winded but... Read More
Small Business |