Posted by Tracey Lawton under People & Relationships,
February 28, 2008

For a solo professional having an up-to-date contact management database is one of the KEY administrative systems you have to have for your business. And, even more important, is having a system in place to create effective follow-up. Your business is built on following up leads and building relationships.
If you don’t have a contact management system in place, you will not be able to follow-up effectively with prospects, you could lose clients, and you will not be able to build your business.
Your contact management system needn’t be a ‘bells and whistles’ expensive database but it does need to be easy to use, easy to maintain, and easy for you to find your contact data. Once your contact management system is in place you need to ensure that you keep it up-to-date and are using it to follow up with prospects.
Spreadsheets are a great tool for keeping track of your contacts, but even they have their limitations, particularly if your database is starting to get very large - anything over 100 contacts really needs to be on a computerised, contact management database.
My very favourite contact management system is ACT! It really meets all of the criteria above in that it’s:
Easy to use;
Easy to maintain; and
Easy to find contacts.
And here’s a tip I have for you – you don’t necessarily need the latest version, especially if you’re going to use it just for yourself. I bought my first version of ACT! (ACT! 6.0 2004) off Ebay for $20. If you’re going to buy software off Ebay check that it’s being sold as ‘brand new and unregistered’. This was a very small investment for me to make to see if I liked the system and once I knew it was ideal I had no hesitation in upgrading to the latest version.
Keeping your contact management database up-to-date can seem a bit daunting, particularly if you have a lot of contacts. Here are my top 5 strategies for creating effective follow-up and keeping your contact management system up-to-date.
1. Update as you go along! Whenever you speak with or email a contact take a few minutes afterwards to update your database with this information BEFORE moving on to the next task. For example, did your conversation end with you promising to contact them again in a months’ time? If so, note this down and create a follow-up task there and then so you don’t forget.
2. Touch base regularly. Each month go through your database and see who you haven’t had any contact with over the last few months. Send them a ‘just getting in touch with you’ email, or call them.
3. Don’t forget good old-fashioned snail mail! Even snail-mail has gone all hi-tech. A great follow-up tool, and one that I currently use, is Send Out Cards - it's really quick and simple to use. You can choose to send either a card or postcard, and it makes for a great ‘stay-in-touch’ service. And just as simple to use as email, only more personal! You can even upload your own handwriting font to personalise your cards even more.
4. Send a newsletter. Okay, it’s not exactly personal one-on-one follow up, but it is keeping you in touch with your database. Very often your newsletter will generate a response from your reader, which means you will be able to turn this into a one-on-one communication with your contact!
5. Keep the process going! Make it a habit to update your database regularly. If you don’t get the opportunity to update your database as you’re going along (Tip #1) spend 20 minutes at the end of each day reflecting on what you’ve done during the day, who you’ve contacted, what the outcome was, and enter all of this information into your contact management system.
Follow these 5 tips and you will soon see your business start to grow through effective follow-up!
Online Business Manager & Virtual Assistant, Tracey Lawton, supports professional speakers, coaches, and authors to operate an efficient, organized, and profitable business. Learn how to create an efficient and organized office in 7 EASY steps, and receive free how-to articles at http://www.OfficeOrganizationSuccess.com.
Add your own comments
Digg it
Save This Page
Subscribe to GetEntrepreneurial.com
Leave a comment
Next Article: Gaining Promotion: Importance of Marketing and PR »
Previous Article: Way of Thinking Drives Profitability »
Tracey Lawton is a GE Network Expert. View Tracey Lawton's profile or read more articles from Tracey Lawton. Learn more about the GE Experts Network.
Have an expert opinion on issues entrepreneurs and small business owners face
everyday?
Join the GetEntrepreneurial.com Experts Network and share your
expertise with the community!
The new
GE Experts Network is inviting seasoned entrepreneurs and small business
owners to come on board and contribute small business advice to our community of
aspiring entrepreneurs. If you have an effective way of generating sales or you
know how to use social networking to connect with your customers,
join us in
providing wider entrepreneurial content that would benefit small business owners
worldwide.
Art Of Persuasion: How Do You Get People To Say Yes To You
During a Recession Is Not the Time To Cut The Training Budget
The High Cost of the Law of Unintended Consequences
20 Ways To A Successful Media Interview
First Impressions Count
10 Steps to a Great Support Team
When To Drop a Client
This article was posted to the category: People & Relationships. Click here to read more articles in this category.
Ooh Local Activities » If you can find and do great, local stuff at home, why not do great local stuff that’s run by local people...
Necktie Reuse » New Startups: Narwhal Company is the inspirational idea of an everyday person that was looking to move away from the 9-5 lifestyle...
Dog’s Collar Comes with Tweets » "Puppy Tweets" dog’s collar allows dog owners to follow their dog on twitter. This plastic tag (introduced by Mattel), comes equipped with...
Friend of Trends » Trend Friend is an online (and smartphone accessible) gift idea database that allows users to quickly find the trendiest gifts based on...
Need more brand new promising business ideas and innovations around the world you wish you'd thought of? Visit CoolBusinessIdeas.com now!![]()


Ever wanted to be the CEO of your very own Starbucks or Amazon.com? Fire your boss and be your own boss? Now you can, with BIZNESS! - the free biweekly business newsletter about new business ideas, opportunities and innovations from around the world. More than just new business trends, BIZNESS! helps the aspiring entrepreneur (you!) with small business advice, business tips, and entrepreneur resources and opportunities.
Subscribe for free now! 
![]()
• Top Ways to Get a Fresh Business Idea Off the Ground
• What Is A Solo Entrepreneur?
• Four Ways to Save Time When Working From Home
• Selling the Customer What the Customer Needs
• Things to Consider before Starting a Business

Browse Canada’s best Franchise Opportunities Now
Get cash now with a payday advance - Cash Converters can help you get on with your life.
Business Holiday Cards
Outsourcing Services
Roberts Dab Radios from Go Electrical
Top Franchise Opportunities
TV Brackets, TV Wall Brackets,TV Brackets Wall
TV Bracket, TV wall Bracket, TV Bracket Wall
LCD TV Brackets, LCD Wall Brackets, TV Brackets Wall
TV Wall Mounts, LCD Wall Mount, TV Brackets Wall
Digital Scales, Digital Scale, Pocket Scales
Online payday loans from Lending Stream
Payday Loans
Custom Floor Matting
Customized Business Gifts
Franchise Opportunities Free Search
Join Bettertrades to improve your life and increase your financial freedom. Watch Bettertrades video to learn more.
Uk payday loans deposited directly into your account today. QuickQuid serves the millions who have a poor credit rating.
Small Business Insurance from Aon