The Best Way to Track Client Communications

Guest post by the Workbooks team

Having accurate records of communications with your clients is vital for any business. Networking, marketing, sales and retention of clients all rely heavily on the ability to easily recall and check on previous interactions. Some of the best tools on the market today that can be used to track and analyse communications and interactions with clients are web-based Customer Relationship Management (CRM) software packages.

What is Customer Relationship Management?

Customer Relationship Management is a strategy for managing your company or business’s communications and interactions with customers and potential customers. Various Customer Relationship Management software packages are available that provide tracking, organization and analysis of various business processes, including marketing, sales, customer service and technical support. Web-based CRM software is especially popular as it provides unparalleled flexibility and accessibility to the software for employees and business owners alike. Continue reading

Popularity: 1% [?]

CRM, Project Management & Business 2.0 – Meet jobBlogs!

I met Steve Ireland, the founder of Norada Corporation, a couple of months ago and at about the same time I was introduced to jobBlogs, a SaaS application blending CRM with Project Management and adding the special flavors of Business 2.0. I kept using JobBlogs ever since and also became one of their fervent evangelists.

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As the mashup name says, it’s got to do with your job or activity and it has also got to do with blogs. But not what you usually expect from blogs, yet their spirit of two-way communication, instant feedback and welcoming readers (in this case customers/clients) inside your organization. Continue reading

Popularity: 12% [?]