How Do You Track Who You Have Contacted?

[epimomma99]

Hi Everyone,
I am in the process of getting more organizied in my office & need your help. I am trying to figure out how to decide who to call with different promos. I tend to call the same people every time. I have over 700 in my P3 & would like to make sure that I am staying in contact with all of them at least some time in the year.
I also want to track when I have contacted a person & the results. If you could share with me how you keep track of your customers & the results that would be great.

 

[susanr613]

To keep people updated on promos that may interest them, I run reports with the next two months' host and guest specials - who bought in those product lines. For example, I ran a report of all stoneware customers and will call them next month when its 20% off.

I use an Excel spreadsheet to keep track of calls - date to call, name, number, reason (booking, stoneware, etc), and then 3 contact dates and results (2/1 VM, 2/1 call for summer)

Hope that helps

 

[NooraK]

I recently upgraded to a Palm Pre smart phone. It allows me to make notes in the phone book about conversations, and I put appointments in my calendar to tell me when to call that person next. For a promo type thing (not regular follow up with leads that have expressed interest) I'll create a list, usually from P3, and pull the contact info from my phone.

Oh, and my phone syncs with Google contacts, so I don't always have to do all my typing on my phone. I can also export my P3 contacts into Google, so I don't have to re-type everything after shows.