Possibilities Unlimited

Relationship Management – Keeping Track of All the Players

 

“Luck is what happens when preparation meets opportunity.”
Darrell Royal, Former Head Football Coach, University of Texas

Every business should have a relationship management system. This system records everything you need to remember about your clients and prospects, vendors, service providers, anyone you need to contact in order to run your business.

In the old days, the Rolodex was the tried and true device that contained contact information. A business card was usually all the information you had. Maybe you would jot down a note on a card such as “Enjoys baseball.” But other than the business card getting glued into its spot, the Rolodex didn’t offer much in the way of tracking, and enhancing your relationship with your contacts.

I would be lost without ACT, which is my preference for client database software. In ACT, you can enter not only the client’s name address and phone, but you can keep notes on every conversation. “Bill thinks he will want our product in November.” “Sara will be on vacation next week, returning on Monday the 4th.” I update my prospect notes each time I have a sales call, because that way I transfer important information to the database while it is fresh in my mind.

You can also group each contact with others who share a common distinction. Create a group such as “Prospects for Special Product” or “Accounting Clients”. Contacts can be members of any number of groups. You can send e-mails to individuals, groups, or the entire database at once. The possibilities are endless.

Your relationship database is indispensible as a sales tool. It is impossible to remember every conversation, every order and every preference of all your clients and prospects. Your clients will be impressed when you can tell the date and time of when you last spoke, and you can keep the sales process moving forward with confidence. When you have all the information you need right at your fingertips, you are ready to win the game of sales.


Are you ready to win?

Get your personal and business life back in balance?

Take advantage of Ralph White’s COMPLEMENTARY Deeper Dive course where you will learn to use the WholeLife Matrix and apply it to your personal relationships, spiritual life, business life, financial goals and more.
Get your LIFE IN BALANCE. Join Us for Free!

Join Ralph and your peers at 11 am to noon PST to discuss YOUR issues and receive live answers to your questions in this interactive conference call.

Register today for the Deeper Dive complementary course.

See full schedule here:
https://possibilitiesunlimited.com/deeper-dive-schedule

0 responses on "Relationship Management - Keeping Track of All the Players"

Leave a Message

About Possibilities Unlimited

Possibilities Unlimited Inc. is more than a business coaching firm. We believe in an integrated approach to business and life. Your business should enrich your life! If you've lost touch with why you went into business in the first place, we can show you how to create new possibilities for your business and rekindle your entrepreneurial spirit.

Read More

Complementary Course - Enroll Today! WholeLive Matrix wholelife_matrix

Featured Testimonial

Read more

Possibilities Unlimited client on cover of Hollywood Trading Company

Hollywood Trading Company

Zip Stevenson


top
(c) 2015 Possibilities Unlimited Web Development by ImaginationBase.com