Wednesday, May 16, 2012

How Do You Stay Organized When Talking to Customers?

It’s important to remember your interactions with customers, but it can be hard to keep all the information organized. Keep track of all the touch points you have with your customers by using a spreadsheet or online CRM tool. This will help outline the invested time, next steps, and due dates associated with each customer. Documenting and reviewing this information with the customer shows that you’re committed to understanding them and their business.

Weigh in: What tools do you use to keep organized?


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