Organizing Data for Shows: Does Anyone Have Advice?

[babywings76]

Maybe this already exists somewhere, so I thought I'd ask before I recreate the wheel....

I am getting overwhelmed by file folders of previous shows (saving just so I can keep papers that I took notes on about each customer, CCC, and e-mails sent), sticky notes, loose CCC log sheets, scribbles on my giant dry erase board. I don't want a binder/files/note cards, etc. I want to have a file on my computer where I can log everything. I want to keep track of how I met them, when I've called and e-mailed them, if I've heard from them, a place I can put reference #'s when I do an adjustment, etc. I don't necessarily need columns for all this.

Does anyone have a place to direct me or a file/program you use?

 

[Admin Greg]

The best place to start would be to look for a customer relationship management (CRM) software that is tailored to your specific needs. There are many different kinds of CRM software out there, so it's important to do some research to find the one that best fits your needs. Many of these programs allow users to customize their databases, log customer information and interactions, and create reports with the data they have collected. Additionally, many of them integrate with other software programs that you may be using, making it easier to keep all of your information in one place.

 

[Admin Greg]

I have a mac, and I was thinking of just setting up an Excel or Numbers sheet with columns for date, customer name, contact info, notes, etc. Then I could just sort by date, name, etc. But if someone else has a better idea, I am open!Thanks!Yes, there are many options available for organizing business information and tracking customer interactions. Some popular ones include customer relationship management (CRM) software, project management software, and task management software. Some examples of CRM software are Salesforce, HubSpot, and Zoho CRM. These types of software are specifically designed to help businesses manage their interactions with customers, track sales leads, and analyze customer data.Project management software, such as Asana, Trello, or Basecamp, can also be useful for organizing customer information and tracking communication history. These tools allow you to create tasks or projects for each customer and assign team members to them, as well as keep track of all related communication and documents.Task management software, like Todoist, Wunderlist, or Any.do, can also be helpful for organizing customer interactions and keeping track of important dates and deadlines.Additionally, you could also consider using a virtual filing system, such as Google Drive or Dropbox, to store all your customer information and documents in one place. This would allow you to access and update the information from any device and easily share it with team members if needed.Ultimately, the best solution will depend on your specific needs and preferences. It may be helpful to try out a few different options and see what works best for you.