Best Way to Document Calls and Follow Ups?

Jul 26, 2016

  1. C.J.
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    C.J. New Member

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    What is the best method to list out potential new clients and document the calls you make and if you need to follow up? I would like to have something that reminds you to follow up with that particular client on that day. what does everyone use?
     
    C.J., Jul 26, 2016
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  2. Newby
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    Newby Guru

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    Any database or contact management software will do that. If you are a one man army ACT works very well. Also YIO (see Greensky on the forum) is a great simple one.
     
    Newby, Jul 26, 2016
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  3. ineedhelp
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    ineedhelp Super Genius

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    take a look at less annoying.com
     
  4. TevisVerrett
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    TevisVerrett Expert

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    There is a very good guy on here that hipped me to SalesEnvy.com @Hopwood04 is also an experienced producer and will take you under his very large wing. While I haven't used SE much it has bigtime coldcalling/dialing/voicemail juice.

    Your mileage may vary
     
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