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
efficient cleaning crew Northbrook ..Most business owners know when they need an accountant, but... Read More
As long as you eat and breathe you will stay... Read More
You'd like to go into business for yourself, and believe... Read More
In the summer, I can't drive two blocks without seeing... Read More
Business consulting opportunities might be just what your are looking... Read More
Consistency is a huge word when operating your business. I... Read More
You've heard marketing and advertising gurus quip, "Sell the sizzle,... Read More
Every employee would like to earn as high a salary... Read More
Everyday, customers and business owners are bombarded with billboards, logos,... Read More
A cherished business doctrine is that growth must be a... Read More
In these days of insecurity and uncertain futures, the tendency... Read More
Franchisor expansion policies are not as simple as one might... Read More
As a solo entrepreneur or small business owner, one of... Read More
Bookkeeping?the "dreaded" word is something we all have to worry... Read More
The Boston suburbs seem to be rich with possible locations... Read More
So it's time to invest some finances into advertising your... Read More
As small business owners we're in business to make money... Read More
The way you manage your money is one of the... Read More
Running a small business requires many skills. However, to do... Read More
A solopreneur I know disappears from my radar screen for... Read More
Database Problems in MarketingI have been working on a direct... Read More
Business owners rarely go into business to deal with the... Read More
Many mobile car wash operators would like to add de-ionized... Read More
We visited Lexus USA, home of the Lexus North America... Read More
The modern Franchise business model and the much different business... Read More
cleaning lady near Wilmette ..Nothing can drive a business down faster than customers who... Read More
Top 3 Ways to Maximize Your Small Business Server Consulting... Read More
E-mail and Internet use are integral parts of the typical... Read More
Here are some important points to take note of if... Read More
The success of your business is critically dependent on how... Read More
For really tough boat hull cleaning you will need to... Read More
The book, "Become the Squeaky Wheel," by New Hampshire author... Read More
As a business owner, you already know how important it... Read More
A Mattress Cleaning Business might be just for you if... Read More
If you plan to upgrade your workshop into an Authorized... Read More
In the summer, I can't drive two blocks without seeing... Read More
Perhaps you are building a new home office or you... Read More
Mobile carwashing is hard work, it is tough on the... Read More
For the employees, payday is the brightest day; they finally... Read More
Here are seven ways for owners of small businesses to... Read More
Concrete Roof Tile Business: During the 2004 summer season, storms... Read More
Many smaller businesses choose niche markets for various reasons and... Read More
Have you ever heard the phrase, 'PREPONDERANCE OF PROOF'?I recently... Read More
BioTechs even with the latest news had shed over 1000... Read More
In the first article we mentioned the main characteristics that... Read More
If your home business is not performing the way you... Read More
How much is your time really worth? Is it worth... Read More
One of the biggest excuses franchisees of home based and... Read More
Does your small business have a banking and credit card... Read More
If you're an entrepreneur responsible for your own small business... Read More
Small Business |