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 details about your contacts that are not directly linked to your business but 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.
And if you make it a habit of noting the anecdotal details your contacts tell you as faithfully as you record the details relevant to your business, on a holiday like Father’s Day, it is as easy as running a lookup in your ACT! database to pull up a clean list of contacts you should reach out to on that 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? Just call us at 847-520-0860 to set an appointment.
Do you already use your Personal Info tab? How has it improved your relationship with clients?