3 Steps To Achieve Hassle-Free Contact Management

3 step guide

5 min read · Tagged
Birthe, Marketing
Published April 19, 2022

You might feel that contact management is a hassle and time-consuming. When done wrong, contact management can be stressful and create extra work - while not making it easier.

In three easy steps, we will show you how to:

✔ work more efficiently with your contact data
✔ free yourself of the role of gatekeeper
✔ strengthen collaboration with your partners
✔ make your daily communication easier and more efficient

Step 1 - Create a better overview with categorisation

Make your data work far more manageable and efficient by categorising your contacts according to their common interests in the project. Relevant groupings might be:

  • Customer
  • Suppliers
  • Customers’ partners
  • Internal stakeholders

With the knowledge you have of your company, you can categorise your contacts to make contact management much easier. 

Step 2 - Define the relevant data once and for all

Define which areas of the project your contact categories need – and also which they do not.

It will often be the very same documentation and data that you send to your business partners – so why not just give them access to constantly updated data and at the same time free yourself of the role as gatekeeper of central data?

This includes all types of data, such as:

  • Documentation
  • Milestones & deadline status
  • Budget & invoices
  • Contact information on relevant key people internally
  • The original offer
  • Project specifications

Step 3 – Press “automate”!

Choose a platform that automates the sharing of the information you have defined in step two - and exposes this data to the right category of contacts.

Orbit’s Contact Management software does it all for you. A CRM is not only targeted for use in the sales department. With the right tool, customer data can also create crucial value for your entire business.

Contact us for more information or to book a live demo of Orbit.

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