Managing Contacts
Thursday, July 30th, 2009I sat through a presentation yesterday concerning contact management software, or Customer Relationship Management – whatever one wishes to call a means of inputting contacts into a software program. We have tried to implement this on several occasions and haven’t yet been successful. What do you do with your contact information?
I understand the need to manage contacts, especially as a firm grows and multiple people may work with the same person. I get excited at the opportunity to streamline billing, email blast folks, etc. This software provides a central location to store that information with one problem - this data has to be entered. I don’t like entering it. No one likes entering it. How do you manage your client contacts?
