Keeping an Eye on Your Customers & Prospects
Knowing who you’ve contacted (or who’s contacted you) during sales campaigns, what was said and what action plan and deadlines stem from it, is essential. Just like knowing which customers are active, which ones haven’t been in touch for a while and should be proactively contacted, or even which ones aren’t good payers and should be avoided. And for freelancers creating online profiles on various online job boards, it’s also a good idea to keep track of these websites to know what to update when your profile changes (new portfolio, new services, new specialty…), to identify what works or not, to avoid creating several accounts in the same place, etc.
That’s what is called having a CRM system – Customer Relationship Management. There are of course dedicated software but I personally use Excel and a very simple system; I’ve got one tab that lists all my customers along with prospects I contacted or who contacted me, and another tab that lists all websites where I can create online profiles that are relevant to my business.
Clients & Prospects Tab
Online Profiles Tab