Do I really need a contact management system?
We need this
We have this
|We can find anyone or any detail using simple searches.|
|We can communicate with our contacts using built-in templates for letters, e-mails, and faxes-to one person or mail merge to hundreds.|
|We can add customized fields to track information vital to our business.|
|We can access client web sites with just one click.|
|We can not only create and send e-mail from our contact management software, but can keep a history in the contact record so we know who said what.|
|We can see where our relationship with our contact stands, no matter how many people are involved.|
|We can attach Word/Excel/any format files to contact records.|
|We can keep a history of every conversation and completed activity so everyone knows the status.|
|We can instantly recall meeting notes.|
|We can meet our goals by accurately forecast our business opportunities.|
|We can choose from a daily, weekly, or monthly calendar to schedule meetings, calls, and tasks. We can view a group calendar or just our own.|
|We can prioritize our task lists.|
|We can put our contacts into groups by company, account, project, or event.|
|We can sort, view, or print our entire list of contacts.|
|We can print the reports we need.|
|We can accomplish all these objectives within one software application.|
Scoring the results.
Add up your results. Add a point for each area you marked in each column. Subtract Total of Column 2 from Total of Column 1. Then see chart below to interpret your score.
|If your score is:||You can:|
|5 or more||Expect to improve your productivity by 25-50% with the right software and training.|
|2-4 Points||Expect to improve your productivity by at least 15% with the right software and training.|
|0-1 Point||Expect to continue to be highly successful! Congratulations!|
Even if you have the right software, you or your team may not have been given adequate training to maximize what the program can do to build your business. Training is greatly underrated. Research shows that low morale and productivity go hand in hand with organizations that don’t invest in training.
The good news is that you can go from minimum to maximum use of your software while building your business. If you don’t have the right software to meet your goals, start now by investing in a program that fits your company. Whatever you do, train, train, train. You are investing in yourself, your team, your company, and a great future.