![]() |
|
![]() |
|
![]() |
|
![]() |
How do we keep track of our business deals?
If you are only working with one or two deals, keeping track of them is a simple matter. However, most of us have far more than two deals on the plate and even more coming down the pipeline. It is sometimes quite difficult to keep track of all the details and remember who said what to whom. You need to keep track of the names of people on each deal or project and what their responsibilities are. There are many techniques that you can use to keep on top of the situation. You can purchase CRM (Customer Relation Management) software to handle the contact details plus a host of other information. Unfortunately it is time consuming and you can often miss out on important proposals or calls that you need to make. Keeping track of details is necessary, and keeping accurate records is also of prime importance.
Using the computer to track information does not have to be onerous or difficult; it simply has to be planned into your day. I use my computer extensively for everything I do, but I do not carry it to meetings with me, I carry a simple paper notebook for each client and keep meticulous notes. I then transfer the important points to the computer system and have it refer to my journal for further details (I number my journals and file them for later use). Appointments, phone numbers, managers' names, titles, project roles are all on the computer system. Making detailed notes with dates are on my power page in my notebook.
We will go into more detail for the power page a little later in the chapter. Right now let's walk through the various components that are necessary for keeping the details straight and continuing to nurture our business relationships.
Bette Daoust, Ph.D. has been networking with others since leaving high school years ago. Realizing that no one really cared about what she did in life unless she had someone to tell and excite. She decided to find the best ways to get people's attention, be creative in how she presented herself and products, getting people to know who she was, and being visible all the time. Her friends and colleagues have often dubbed her the "Networking Queen". Blueprint for Networking Success: 150 ways to promote yourself is the first in this series. Blueprint for Branding Yourself: Another 150 ways to promote yourself is planned for release in 2005. For more information visit http://www.BlueprintBooks.com
What's your job profitability? I meet with business owners every... Read More
Where do you find the right people for a business... Read More
Many companies wish to expand and a few wish to... Read More
I love lists. I make them for everything. And I'm... Read More
When does your ego get in the way?Let's go back... Read More
How often has someone thought of starting a business based... Read More
We all know how glorious those first warm days of... Read More
We visited Lexus USA, home of the Lexus North America... Read More
You can make your trade show experience much easier by... Read More
One of the great challenges for independent professionals and small... Read More
Some things in business are relatively easy to measure ?... Read More
Car wash businesses are unique to other businesses. In fact... Read More
One of the most common issues that comes up for... Read More
It is estimated that 78% of all small business start-ups... Read More
How do window cleaning franchise businesses start? It is a... Read More
Writing a business plan is a fundamental step to ensuring... Read More
Most small businesses will not even try to advertise on... Read More
It appears the mini-blimp indoor theme and concept is making... Read More
As a franchisor I am always asked by new and... Read More
Paul Leonard's BirthdayCards2Go.com paid greeting card service offers convenience when... Read More
In this paper, I will:1. provide a framework for creating... Read More
Where would a business be without a business plan? A... Read More
It is an American dream to own a business. But... Read More
It is most fascinating to study how entrepreneurs spot opportunity... Read More
Running a business, whether large, small or in your home,... Read More
Every business plan book tells you how the Executive Summary... Read More
Most small business owners seek advisors who can help them... Read More
Should you buy a business opportunity or Franchise if you... Read More
You're pretty proud of yourself! After all, only four months... Read More
It is not surprising that some people may perceive Six... Read More
Let me get right to the point. The single most... Read More
Tammy, a skilled and gifted horticulturist, called me to discuss... Read More
Is it right for you?If you decide to advertise your... Read More
The success of your business depends on your ability to... Read More
Is your business making money? Would you know?Figuring out whether... Read More
When is advice free and when should you charge for... Read More
Lance Armstrong this week won an unprecedented 7th Tour de... Read More
Where do you look for the appropriate alliance?One of the... Read More
Managing cash flow is every small business owner's most important... Read More
So what exactly is a "Small Business Lone Ranger?" A... Read More
Often smart entrepreneurs look for out of the way businesses,... Read More
Concrete Roof Tile Business: During the 2004 summer season, storms... Read More
Many smaller businesses choose niche markets for various reasons and... Read More
If you don't know what a Virtual Assistant (or VA)... Read More
I have a confession to make. My name is Caroline... Read More
Running a business on the net these days can be... Read More
Security Professionals provide the products and services necessary to create... Read More
Washing manufactured homes, mobile homes, can be a lucrative and... Read More
As a specialist in getting restaurants open, it is surprising... Read More
Hew Hampshire car wash market. Well we have visited every... Read More
Small Business Small Business |