Imagine having a client with no contact information

Imagine having to track your client sales by hand or even worse, in an endless cell excel spreadsheet.

Imagine trying to survive if your data isn’t properly documented.

Yes, I do write about everything, but data is what I do for a living.  I truly believe that once you gain a customer’s trust and they hand that business card to you, there’s a lot of follow through and possibilities with this client.


What can you do with a simple business card.

  • First and foremost, is a follow up call.
  • Secondly, add them to your email list.
  • Promote their company on your Facebook and Twitter Page (Website URL included)
  • Add them to Facebook
  • Add them to LinkedIN
  • Add them to Twitter
  • Send them your Constant Contact “Subscribe to my Newsletter” email.
  • Send them a Christmas Card
  • Send them company promotions via mail or email.
  • Remind them of a Chamber meeting in your community and tell them you will be there.
  • Invite them to lunch




Customer data should be retrievable within 20 seconds.  The software your company is using should be open and ready at all times.

You should be able to export your data from on your main CRM software and export it as a batch into your email software monthly.  Adding a contact to your email and not to your main database is a HUGE business error.   One main database (and maybe your accounting software) should be the only time you enter data. 

There should be one person alloted to delete data.  No one else should be provided that option.

Duplicates should be deleted immediately.  Therefore, reporting can be repetitious and incorrect.

Excel is for adding, subtracting, calculating financials, and exporting and importing data.  Under no circumstance should excel be used as a Customer Relation Management System. 

There is a nifty produce that Microsoft sells in its business package.  It is called Access.  It is a software that most company’s have but few use.  Most businesses will spend thousands of dollars to buy a packaged canned software which, without training, is under utilized and over rated.

If you ever want assistance on your data, please feel free to message me at [email protected] or follow me on Twitter consult_trina

Data is free marketing….use it well!

Til Next Time,


PS. To all of those Blog Hopper Administrator’s….are you promoting your website, facebook and twitter each and every week via email?

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