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Managing Contacts

Thursday, July 30th, 2009

I 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?

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