How to take the headache out of contact management
3 step guide
Sometimes, contact management can seem more hassle than a time saving. And if the only approach to working with contact management is to store and organise contact data in a practical and accessible way, then you are missing out on a valuable communication tool.
Therefore, we want to introduce you to another way of working with contact management.
In this article, we will go through a great hack in 3 steps for you, which can hopefully make your daily contact management easier and much more efficient. In other words, you will lose the headache and improve your daily work.
Today we will, among other things:
✔ Dispel several misunderstandings
✔ Free you from the role of gatekeeper of important info
✔ Show how you can strengthen the collaboration with your partners
Then let’s just jump straight into it…
Categorise your contacts according to their common interests in the project. For example, it could be the following groupings:
- Customers’ partners
- Internal stakeholders
Maybe you can expand the list even further?
Define which areas of the project your categories really 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 here, we are talking about all types of data - including:
- Milestones & deadline status
- Budget & invoices
- Contact information on relevant key people internally
- The original offer
- Project specifications
Choose a platform that automates the sharing of the information you have defined in step 2 - and exposes this data to the right category of contacts.
How? It is very simple. Orbit’s CRM 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.
With these 3 simple steps, you should now be fully equipped to optimise and strengthen your contact management.
If you have any questions about contact management and our solution, you are more than welcome to contact us.
We would love to help you get started.