I admit. I am a disorganized but organized fool. Pretty good at documenting things. Finding WHERE I documented them is another thing.
Most of my phone discussions are memorialized (borrowed that word from a lawyer) in email. All I have to do is search my email for the person and topic and it comes up.
I do everything possible in "the cloud". Gave MS Office, Excel, etc the boot years ago in favor of Google Docs, Sheets, Drive, etc.
My CRM at one time was Paradox, a database program.
I hate making notes and then entering them again in another program or two, so no, I don't have a REAL CRM.
About a week ago I was getting ready for a phone interview when I realized I had this lady's info in a number of emails and doc's on Drive. Decided to open Doc in my Medigap Client folder on Drive and create a summary. Spent about 10 minutes opening and closing emails while copying and pasting relevent info into my "Mary" Doc file. Included all her contact info (copy and pasted from my Contact database). When I was done I had 7 pages of info.
Found this so easy I am now doing it regularly.
You may think I am nuts for not having a real CRM or for doing it this way. That's OK. It works for me.
Most of my phone discussions are memorialized (borrowed that word from a lawyer) in email. All I have to do is search my email for the person and topic and it comes up.
I do everything possible in "the cloud". Gave MS Office, Excel, etc the boot years ago in favor of Google Docs, Sheets, Drive, etc.
My CRM at one time was Paradox, a database program.
I hate making notes and then entering them again in another program or two, so no, I don't have a REAL CRM.
About a week ago I was getting ready for a phone interview when I realized I had this lady's info in a number of emails and doc's on Drive. Decided to open Doc in my Medigap Client folder on Drive and create a summary. Spent about 10 minutes opening and closing emails while copying and pasting relevent info into my "Mary" Doc file. Included all her contact info (copy and pasted from my Contact database). When I was done I had 7 pages of info.
Found this so easy I am now doing it regularly.
You may think I am nuts for not having a real CRM or for doing it this way. That's OK. It works for me.