Productivity: How to manage your contacts more efficiently

By |2020-11-16T09:26:01+00:00April 14, 2020|Productivity|0 Comments

Relationships are fundamental any business, especially regarding leads, sales, development and connectivity in general.

Have you lost important contacts? And do you have outdated contact lists? Yes, managing your contacts can be a challenge. Some companies still use more traditional methods such as document scanning applications or email folders to save and manage their business contacts. But both options don’t organize your new and old contacts in the most efficient way. And after all, maintaining and building customer relationships is critical in any organization.

We have named some common errors in contact management:

  • Creating contacts before establishing an efficient contact management.
  • Not creating a contact for each new person or company you interact with, whether they are a customer or a supplier.
  • Not segmenting or sorting out your contacts according to their profile.
  • Making duplicate records.
  • Losing relevant contacts.

Do you make any of these mistakes? It’s okay, there’s always room to change!

The key to good contact management is centralization.

Airdesk is an All-in-one collaboration platform that lets you centralize all your contacts and access them whenever you want. The purpose of the Airdesk customer management module is simple: to facilitate not only the organization of your contacts, but also their use, according to your needs and interests. This module will make it much easier to organize all your contacts in one place. The Airdesk platform has a CMR that allows you to have all customer accounts, potential customers, partners, suppliers, in a centralized dashboard.

CRM (customer relationship management)

Customer Relationship Management (CRM) is the combination of practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout their lifecycle. It has the goal of improving customer service relationships, promoting customer retention and driving sales growth. CRM systems compile customer data through different channels, or customer-to-company contact points, which may include the company’s website, telephone, live chat, direct mail, marketing materials and social networks.

Any company will always need an efficient way to manage projects, tasks, professional contacts and calendar appointments. It’s common to distribute each of these tasks across multiple platforms. But with a collaborative tool, you can keep all your information in one place and always have it available.

Find out more about Airdesk CMR, how to centralize your contacts, and other features in this video.

Go to Top