3 steps to achieve hassle-free contact management

A short guide
Birthe AndersenBirthe Andersen

Birthe Andersen

Marketing Manager at Orbit Online A/S

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:

  1. work more efficiently with your contact data;
  2. free yourself from the role of gatekeeper;
  3. strengthen collaboration with your partners;
  4. 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:

  • Customers
  • 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 areas they don't.

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 from the role of 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 sharing information. In step two, you defined different types of data. With automation, you can choose which types of data should be exposed to which contact categories - making sure that the information, your contacts are getting, is relevant.

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.

Do you have more questions about contact management?

    • What is contact management

      Contact management is the process of organizing and maintaining information about individuals and organisations with whom you have a professional relationship.

      This typically involves storing and organizing contact information, such as names, email addresses, and phone numbers, as well as tracking interactions and communications with these individuals.

    • What is the purpose of contact management?

      The purpose of contact management is to help individuals and organisations efficiently manage their professional relationships. By storing and organizing information about individuals, businesses can quickly access the information they need in order to communicate and interact with these contacts.

      This can save time and help businesses build and maintain strong professional relationships, which can be beneficial for networking and business development. Contact management can also help businesses stay compliant with regulations, such as those related to data privacy and protection.

    • What is contact management software?

      A contact management software is a tool for storing contact information, such as names, email addresses, and phone numbers, as well as tracking interactions and communications with these contacts.

      Contact management software can also provide features such as the ability to schedule meetings, set reminders, and create and manage customer or client lists. Many systems also offer integrations with other business software, such as email and calendar applications.

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