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Organizing Data for Shows: Does Anyone Have Advice?

Just remember to regularly back up your information and keep it organized for easy access in the future.In summary, there are various options available for organizing and tracking customer interactions and business information. These include customer relationship management software, project management software, task management software, and virtual filing systems. It's important to research and try out different options to find the one that best fits your needs.
babywings76
Gold Member
7,288
Maybe this already exists somewhere, so I thought I'd ask before I recreate the wheel....

I am getting overwhelmed by file folders of previous shows (saving just so I can keep papers that I took notes on about each customer, CCC, and e-mails sent), sticky notes, loose CCC log sheets, scribbles on my giant dry erase board. I don't want a binder/files/note cards, etc. I want to have a file on my computer where I can log everything. I want to keep track of how I met them, when I've called and e-mailed them, if I've heard from them, a place I can put reference #'s when I do an adjustment, etc. I don't necessarily need columns for all this.

Does anyone have a place to direct me or a file/program you use?
 
The best place to start would be to look for a customer relationship management (CRM) software that is tailored to your specific needs. There are many different kinds of CRM software out there, so it's important to do some research to find the one that best fits your needs. Many of these programs allow users to customize their databases, log customer information and interactions, and create reports with the data they have collected. Additionally, many of them integrate with other software programs that you may be using, making it easier to keep all of your information in one place.
 
I have a mac, and I was thinking of just setting up an Excel or Numbers sheet with columns for date, customer name, contact info, notes, etc. Then I could just sort by date, name, etc. But if someone else has a better idea, I am open!Thanks!Yes, there are many options available for organizing business information and tracking customer interactions. Some popular ones include customer relationship management (CRM) software, project management software, and task management software. Some examples of CRM software are Salesforce, HubSpot, and Zoho CRM. These types of software are specifically designed to help businesses manage their interactions with customers, track sales leads, and analyze customer data.Project management software, such as Asana, Trello, or Basecamp, can also be useful for organizing customer information and tracking communication history. These tools allow you to create tasks or projects for each customer and assign team members to them, as well as keep track of all related communication and documents.Task management software, like Todoist, Wunderlist, or Any.do, can also be helpful for organizing customer interactions and keeping track of important dates and deadlines.Additionally, you could also consider using a virtual filing system, such as Google Drive or Dropbox, to store all your customer information and documents in one place. This would allow you to access and update the information from any device and easily share it with team members if needed.Ultimately, the best solution will depend on your specific needs and preferences. It may be helpful to try out a few different options and see what works best for you.
 

What is the best way to organize data for shows?

The best way to organize data for shows is to create a system that works for you. Some options include using a spreadsheet, a notebook, or a digital organizer. Find what works best for you and stick with it.

How can I keep track of customer information during a show?

One way to keep track of customer information during a show is to use a customer contact sheet. You can also use a notebook or a digital organizer to record customer information, such as names, contact information, and product interests.

What is the most important data to track for shows?

The most important data to track for shows is customer information, including names, contact information, and product interests. It is also important to track sales, orders, and any feedback or inquiries from customers.

Is there a specific order I should organize my data in for shows?

There is no specific order that works for everyone when organizing data for shows. However, it can be helpful to organize data in a way that makes sense to you, such as by date, customer name, or product category.

How can I make sure my data is organized and easily accessible during a show?

To ensure that your data is organized and easily accessible during a show, be sure to have a designated area for your data, whether it be a physical folder or a digital file. Keep your data updated and organized after each show to make it easier to access for future events.

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