The CRM system can also track demographics, trends, forecasts – or other custom details you may want. The notes and tasks become “the diary” for the lead or account. Anybody in your organization can then see all the communication that has transpired – even if they were never personally involved. For example, we may want to set a follow-up call to a lead in the database to move a sales process along – or even just begin a sales process. You may want to set a task to send a new account a thank-you letter.Īlong with the tasks, document important notes from calls or emails. Within the account there will be one or more contacts.įor each lead, account, or contact, you can set different tasks and document important notes. Accounts are companies who have more than likely purchased your product at one point.
Most CRM programs break your contacts up into 2 different categories – leads & accounts. Think of a lead as a prospect – they have not purchased yet.
#Total party planner user rights software
There are much better solutions through software packages that specialize in contact management.Ī good CRM (customer relationship management) software can be invaluable to your business. This can work – but it is cumbersome to say the least. I talk to many companies that try to manage everything through different spreadsheets and even notebooks. It is important for every service business, especially caterers, to understand their customers, and potential customers.
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