Sales Contact Template

Creating an efficient contact base in less than 5 mins.

You' re out there hitting new customers and successfully replicating the ones you have. Attend network workshops on every occasion, send brand materials and call former customers when you have to. When you are like many of our customers, you do not communicate on a regular basis and do not follow your top customers consequently.

Also, when you are connecting with your friends, you probably don't have the information you need to steer your call in a useful direction. What's more, you probably don't have the information you need to steer your call in the right direction. You market to the same individuals every single day, and while it can generate some great recommendations and random repetitive deals, you are not in a position to develop your company the way you want.

In order to create the visibility you need for further business development, you need to integrate a contact lifecycle system into your daily work. This way you have a unique asset where all your contact information is stored, so you can quickly segmented your lists and prioritise your market activities. But there is a little hook 22 with contact data bases.

If you don't want to pay a great deal of cash for a CRM system until you let your company expand at a certain point, you need the ability of a contact data base to expand significantly. In this way you can build a basic but efficient contact data base without having to pay a penny:

Stage 1: Create your own data base (or use our free template). When you create your data base from the ground up, you should add colums for elementary contact information such as first name, last name, road, town, state, postal area, telephone number, and e-mail adress. Others ways to pinpoint and segmented your relationships are the value they reflect (e.g., past deals, recommendations, or life estimates), the length of the relationships, or any criterion you use to pinpoint sales opportunity.

Keep in mind that 80 per cent of your company comes from 20 per cent of your customers, so you need to know who they are. Supplementary arrays that you may want to add: The knowledge of when you last worked with a customer, talked to your friends or your objectives for a follow-up call is critical to planning your prolific marketings.

You can also quickly arrange them to make sure you're not on the road too long without staying in contact. Nature of contact. Things you say to customers may not necessarily match what you say to potential customers. Categorising your contact allows you to simply arrange them and segmented them for more focused sourcing.

Write down memos about what you talked about during a recent interview, about any points you promise to do, about memories of certain subjects, or even about your contact's information, such as your birthday or hobby. You can use these communication tools not only to interact with customers, prospective customers and opinion leaders with whom you are in contact, but also to gather information that you can use to create and reinforce relations.

Ensure that you involve all persons with whom you have contact with customers, trading associates, interested parties, friends, etc. Every contact databank is only as good as the information it contains. Checking the repository as often as you should will make it one of the most viewed records. Regardless of which system you select - an Excel spreadsheet or CRM system - it is important to recall how important a neat, up-to-date contact base is for your organization.

To make contact managment a custom, but don't want to waste your valuable resources creating your own contact data base, please feel free to use our free Excel contact data base template.