Whether your career involves following up on sales leads, managing multiple contractors, hiring personnel or providing customer support, chances are that you’ll spend a great deal of your time cultivating and maintaining hundreds of business relationships.
Let’s face it, most customer relationship management (CRM) tools are fine for large companies but are too expensive or too cumbersome to use by smaller companies. If you like the idea of a zero-overhead way to follow up on business interactions more efficiently, keep reading …
Communicating with hundreds of people can quickly spiral out of control if you don’t have the right tools in place. With information scattered over multiple locations, it’s hard to remember contact names, let alone prior agreements, relevant details and the status of your conversations. Who hasn’t forgot where they saved a link they needed when following up with a customer? We have all been there.
We gather information in many forms – emails, files, notes, links and to-do list entries. Currently most people keep track of their email in their inbox, their notes in another app and their files on a cloud system somewhere else. As a result, you may find yourself duplicating information from your to-do list to your email to your notes. Leaving you feeling inefficient and overwhelmed.
The other alternative – until now – has been to find an expensive software system with a steep learning curve, but luckily there is a new solution.
Take Your Customer Information to the Next Level
If you know how to use a stapler and manila file folders, then you already understand the Centask concept. In no time at all, you can learn the basic mechanics of Centask and be well on your way to total control over your customer records – in a single, easy-to-maintain system.
Centask removes the barrier between digital items, allowing you to selectively integrate emails, files, links, notes and to-to lists into one master customer file. Within each customer file, you can schedule a “to-do date” for a specific item, whether a task, email or contact reminder. On that assigned date, the item and its related materials will appear in your Centask to-do pane.
Digital clutter can become a thing of the past. Centask provides you with an organized way to manage all customer-related information in one place.
The example above show one way to organize customer information. Note the following:
- The email requesting a customer meeting is scheduled for follow-up.
- “Customer File” (the entire file, including sub-items) is assigned a MONTHLY tag. This tag shows up as reminder in your to-do pane on a specific day each month.
What are the benefits of keeping all your customer information in one file that you can access anytime? You can track the latest communication, schedule out tasks that need to be completed with reminders and get a quick snapshot of the customer’s status without having to track down emails or notes on them. This is not only the key to creating a lasting relationship with a customer, but the key to creating a loyal customer who will come back again and again.