CRMs
Over the years I've found that keeping details of prospects and contacts (outline of meetings, quotes given, etc.) to be invaluable, as people do come back eventually and it's impressive if you appear to not only remember them but also what you "talked" about with them (I get people coming back after a couple of years and saying such as "you'll not remember me but...").
I've used a number of software tools to aid this but would be interested in knowing what others are currently using to not only store this prospect intel but also all the other bits and bobs that can now be gathered against our contacts: emails, notes, website visits, SM interactions etc.
Some possible suggestions, Act! (from way back when), Agile CRM, HubSpot,
What's everyone using today?
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3 comments
Stewart Newberry
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CRMs
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