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
maide service in Lincolnshire ..If you are in the pressure washing business and are... Read More
You've heard it before; we're living in an information age.... Read More
Hogwash!That's what I say to people who tell me that... Read More
As a small business owner, outsourcing work to Virtual Assistants... Read More
What is a Virtual Assistant?? A Virtual Assistant is that... Read More
Are you -- like 70 percent of small business owners... Read More
How do you make sure you have the business solutions... Read More
With the massive explosion of start-ups and home businesses developing,... Read More
Becoming a contractor or sub-contractor for the U.S. government can... Read More
If you're an entrepreneur responsible for your own small business... Read More
It is an American dream to own a business. But... Read More
Rule 15C211Under SEC Rule 15C211, a U.S. securities broker or... Read More
A cherished business doctrine is that growth must be a... Read More
Essentially there are 5 tremendously powerful methods to make money... Read More
-- Building Credibility Through Success Stories --Successful solo entrepreneurs spend... Read More
As I am preparing for my attendance to the CoachVille's... Read More
No matter how small your small business is, it is... Read More
When the recent Games of the XXVIII Olympiad came to... Read More
Every home business has the same problem of how to... Read More
Pressure washing companies must look for customers in the retail... Read More
Today required franchise disclosure documents are over 200 pages generally.... Read More
One of the best marketing strategies a business or organization... Read More
The Workers' Compensation situation in this country is unbelievable. Why,... Read More
One way to determine your companies mission statement is based... Read More
Self-cleaning glass has been talked about a lot, with such... Read More
cleaning lady near Deerfield ..If you own a mobile truck washing, pressure washing or... Read More
Do you know what your genius work is? It's the... Read More
What are the 5 best ways to gain new contacts?There... Read More
Security Professionals provide the products and services necessary to create... Read More
As small business owners we're in business to make money... Read More
There is much competition in the mobile auto detailing business.... Read More
Did you know that satisfaction is the number one emotion... Read More
As a teenager I worked for my father's small business.... Read More
Small businesses need Public Relations, possibly more than large corporations,... Read More
Remember the cleaning business is all about time ratio to... Read More
We're birds of a feather, public relations and small business.... Read More
Macon, GA goes after garage-gas station conversion detail/hand car washes... Read More
One of the most common horrific mistakes a business can... Read More
The book, "Become the Squeaky Wheel," by New Hampshire author... Read More
What are the best methods for keeping a good business... Read More
Experts urge small business owners to "brand" their business ?... Read More
Do you have a Business Plan? Congratulations, but you are... Read More
Before you read any further in this article, I'd like... Read More
Nothing can drive a business down faster than customers who... Read More
What types of companies do you want to align yourself... Read More
What's your job profitability? I meet with business owners every... Read More
A common hazard faced by new entrepreneurs is a lack... Read More
Thinking of starting a business on line? If so there... Read More
Tammy, a skilled and gifted horticulturist, called me to discuss... Read More
Now that you have invested your time, energy and money... Read More
Small Business |