Act! is equipped with a tab that can easily keep track of the dads in your database. By making use of the Personal Info tab a part of your best practices, you can store contact details that are not directly linked to your business but that should be noted to strengthen your relationships.
For instance, you are speaking with a client who tells you he is a team dad for his daughter’s basketball team. You may make a note of the client’s daughter’s name on the Personal Info tab. Then the next time you speak to your client, you can depend on your notes to remind you to ask how your client’s daughter’s basketball team is doing.
If you make a habit of noting the anecdotal details your contacts tell you as faithfully as you record the details relevant to your business, all you have to do is run a lookup in your Act! database to pull up a clean list of contacts you should reach out to on a holiday like Father’s Day.
Would you like to learn how to run a lookup of fathers in your database and send them a template email? Or would you like us to assist in customizing your Personal Info tab for optimum contact data organization? Contact us to set up an appointment.
Do you already use your Personal Info tab? How has it improved your relationship with clients?