Optimizing Customer Info: Entering Data for Buying Guests at Shows

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Discussion Overview

This thread explores various approaches to entering customer information for buying guests at shows, focusing on what data participants choose to collect and how they manage it. Participants share their personal experiences regarding the importance of capturing detailed information and the methods they use to do so.

Discussion Character

  • Anecdotal
  • Opinion-based

Main Points Raised

  • One participant mentions they typically enter only names but is considering whether to include more information like mailing addresses and emails.
  • Another participant shares that entering as much information as possible helps with order adjustments and replacements.
  • One participant, identifying as a consultant, states they add all contacts to their list, reflecting their early stage in the business.
  • Several users note that they initially enter just names at shows and update details later, emphasizing the importance of keeping records to avoid losing potential leads.
  • One participant mentions inputting all information directly at the show, finding it saves time later in their office work.
  • Another participant expresses a need to backtrack and enter past customer information, indicating a desire to improve their data management practices.
  • One participant states they enter just names and phone numbers initially, with plans to update details periodically.
  • Another participant mentions using a laptop at shows to enter customer details and later double-checking the information.
  • One participant notes they do not have a laptop and enter information manually, preferring to keep all data consolidated.

Areas of Agreement / Disagreement

Views differ on the extent of information collected, with some participants advocating for comprehensive data entry while others prefer a more minimal approach initially. No clear consensus emerges on the best practice for entering customer information.

Contextual Notes

Participants share varied experiences based on their individual practices and stages in their consulting careers, highlighting a range of strategies for managing customer information.

Who May Find This Useful

This discussion may be of interest to Pampered Chef consultants looking to optimize their customer information management practices and learn from the experiences of others in the community.

P
pamperedlinda
Gold Member
Messages
10,156
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!
 
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.
 
Right now I add ALL to my contact list...but I'm just starting out.
 
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".
 
I input a smuch as they give me - both into PP and into Customer Connection
 
  • Thread starter
  • #6
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?
 
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.
 
  • Thread starter
  • #8
DebbieJ said:
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.
Click to expand...
I haven't used Customer Connection yet, guess I need to get smart on that one now too!
 
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!
 
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.
 
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.
 
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.
 

Frequently Asked Questions

What is the importance of entering customer information during shows?

Entering customer information during shows is crucial for building a relationship with your guests. It allows you to follow up with them after the event, send personalized offers, and keep them informed about future promotions and products. This data helps in creating a loyal customer base and enhances the overall customer experience.

What specific customer information should I collect at shows?

At shows, you should collect essential information such as the customer's name, email address, phone number, and mailing address. Additionally, noting their preferences, interests, and any specific products they inquired about can help tailor your follow-up communication and marketing efforts.

How can I efficiently enter customer data during a live show?

To efficiently enter customer data during a live show, consider using a mobile device or tablet with a dedicated app for data entry. Prepare a simple form or use a digital platform that allows for quick input. Encourage guests to fill out their information on a sign-up sheet or a digital form while you engage with them, making the process seamless and unobtrusive.

What should I do if a guest is hesitant to provide their information?

If a guest is hesitant to provide their information, reassure them about the privacy of their data and explain how it will be used to enhance their shopping experience. You can also emphasize the benefits they will receive, such as exclusive offers, recipes, and updates on new products. Building trust is key, so be genuine and respectful of their decision.

How can I follow up with guests after the show using the information collected?

After the show, use the collected information to send personalized follow-up emails or messages thanking them for attending and offering any products they showed interest in. You can also share recipes, tips, and upcoming events. This follow-up not only reinforces their experience but also encourages future purchases and strengthens your relationship with them.

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