Optimizing Customer Info: Entering Data for Buying Guests at Shows

[pamperedlinda]

What info do you enter in PP or P3 for the buying guests at your shows? In the past I have only entered their name, but now I'm wondering if I should enter all of their info (mailing address, email address & phone number) or just their phone number. (I currently enter their email addresses in Outlook) Also who do you add to your contact list - everyone or just leads, hosts, and good customers? Thanks!

 

[janetupnorth]

I enter as much as I can. It helps HO because it is transmitted with the order. If you have to do an adjustment or replacement it s much quicker when the address/phone number is already in their system.

 

[janetupnorth]

Right now I add ALL to my contact list...but I'm just starting out.

 

[pcheframsey]

While at the show, I just put in the name, then update it when I get home. I put everything in and add them to my contact list. If they continuously say they aren't interested in more orders or hosting after about 3 times of asking, I take them out. I'm really bad about losing addresses and phone #'s and stuff if I don't put it in my computer, then I come across it months later and think "this would have been a great person to ask".

 

[dannyzmom]

I input a smuch as they give me - both into PP and into Customer Connection

 

[pamperedlinda]

Thanks, I guess I need to back-track and get all of this entered. I'm planning a booking blitz next week and this sure would have been helpful had I been doing it all along! (duh!) Oh well, I have all of my receipts from day one still (all 18 months of them!) so at least I can go back through those until I get the past info entered. Oh, can I still enter the pat info or will I just need to start from here forward?

 

[DebbieJ]

I input it all. I do it right at the show on my laptop and I enter all of their info as they dictate it to me. It takes about 20 extra seconds per customer but saves me TONS of work in my office later.

I also enter the emails in Outlook.

My next task is getting it up to speed in customer connection.

 

[pamperedlinda]

I input it all. I do it right at the show on my laptop and I enter all of their info as they dictate it to me. It takes about 20 extra seconds per customer but saves me TONS of work in my office later.

I also enter the emails in Outlook.

My next task is getting it up to speed in customer connection.

I haven't used Customer Connection yet, guess I need to get smart on that one now too!

 

[gilliandanielle]

I enter just the name and phone number in P3, but save the reciepts. Once every few months I take a few hours and update everyone with addresses, etc. I really should do that again soon!

 

[pamperedharriet]

I enter all of their information that they give me when I input their orders in
P3 (always did it in PP) and then make note of who I need to add to my e-mail and customer connection who is not already there and put them in after.

 

[Tara1021]

I take my laptop to shows. At the show, I just enter their name and when I get home, I go back and double check that I added customer special etc and then add all other info.

 

[raebates]

I don't have a laptop, so I enter all the info when I enter their orders. If I have it, it's in PP. (I haven't switched to PP3, yet) I like having all the info together. Plus, I use the show summary to do my CCCs, so having the number in there helps.