Holicent
VIP Contributor
Keeping an effective business database is an important part of running a successful business. The database is the online filing cabinet where you store all of the information related to your customers and prospects. It can be used as a reference tool, allowing you to easily find information about past clients and leads.
There are several ways to keep an effective business database:
Keep it up-to-date. If you have a customer who has not been in contact with you in six months or more, they should be removed from your database. You don't want to waste time trying to reach someone who may no longer be interested in what you're selling.
Use good naming conventions for your records. This will help ensure that when you search for information about a particular customer or prospect, you'll find them quickly and easily. For example, if your company name is ABC Corporation and the person's name is John Smith, then use John Smith as the name for his record instead of using his full name or some other identifier that could lead to confusion down the road when someone else tries to look up this record and doesn't know what "Smith" refers to (it could be anyone named Smith).
Make it easy for others within your company to access records on demand.
There are several ways to keep an effective business database:
Keep it up-to-date. If you have a customer who has not been in contact with you in six months or more, they should be removed from your database. You don't want to waste time trying to reach someone who may no longer be interested in what you're selling.
Use good naming conventions for your records. This will help ensure that when you search for information about a particular customer or prospect, you'll find them quickly and easily. For example, if your company name is ABC Corporation and the person's name is John Smith, then use John Smith as the name for his record instead of using his full name or some other identifier that could lead to confusion down the road when someone else tries to look up this record and doesn't know what "Smith" refers to (it could be anyone named Smith).
Make it easy for others within your company to access records on demand.