Client Management Software Benefits

I, as a office worker, will work with my clients everyday to reach our goals, and there are so many client that I couldn't remember them all, so today, I want to share some tips with you~

Get notified of your schedule or calendar automatically and keep track of your new clients. All can be achieved thanks to the best client management software. If you use Google Calendar you can manage to combine it well and receive multiple messages / appointment reminders you can use forwarding messages from Gmail.

You can set up a list waiting to do something with clients. We talk about ideas or notes, not tasks. In the next phase we will turn into an action to perform. You can give feedback and discuss future projects. It is up to you.

Processing: Notes in concept form

We collect the ideas attaching links or images of interest. At this stage we collect each task or annotations regarding clients and translate to tasks, and classified so we can filter them later. To achieve this we apply the following guidelines:

    Give the note as idea and become realizable task. We define an understandable title and in the body of the note include a more detailed description if necessary as well as the enclosed material necessary for its implementation.

    If we perform more than one action to complete it is a project. To manage it we can create a list with check boxes.

    We classify the note by the context in which to do it. Add a tag indicating the location / tool needed to be able to group your tasks when you're in that situation, "office", "pc", "home" ...

    We classify the note by the level of energy and time to do it. Uses three levels High, Medium, Low (A / M / B). It will help you decide depending on the intensity you can apply to your work and time you have available.

Later, you will transform them into project tasks as checkbox. The final step is to process a task to send one of your action lists. To define a coherent system you intend to use one of these two systems. The first based on client management software has the following lists:

    Inbox. The default address book where you get everything compiled, already exists in your system.

    Next actions. Actions you to realize over the next week, have priority and deadline.

    On hold. Tasks delegated to third parties or emails and calls waiting to be answered.

    Someday / Maybe. No priority tasks and long-term desires.

    Projects. Issues that need to be completed more than a task or action. We have said that we can implement them with a list of verifiable boxes, can we assert for simple projects, but the complexity of the project requires it will open a notepad for your actions or subprojects, and go sending the list of next actions as you go completing.

Overall, it is highly recommended for those who want to continue working for an input / output with clients, keep their contact lists updated, etc.