CRM Article #4 Contact Management Final

CRM Article #4 Contact Management Final - How to Really...

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How to Really Know Your Clients By: Deborah Barnes, Director Change Management Services, ISM, Inc. Last week we reviewed the time management functions of CRM and what it means to you. This article explains the benefits of the contact, activity, and account management functions. Using Individual Contact Management With CRM, contact information is supported by pre-defined and user-defined fields and tabs that provide a structured and consistent way for you to maintain contact profiles. Having access to a contact’s accurate professional and personal information in a structured format allows you to develop a closer relationship with that contact. Professional information you can store includes names, addresses, phone numbers, fax numbers, titles, roles, greetings, positions, product interests, e-mail addresses, names of assistants, and influences. Personal information can include important dates, birthdays, schools attended, hobbies, and special information about the contact’s children and spouse. Applying Household Contact Management
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CRM Article #4 Contact Management Final - How to Really...

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