×

Login

New registration?
Forgot password?

Why is contact management so important? - Part 2

Wed, 04.05.2022, 10:00

The cornerstone of a good customer relationship is well-structured contact management. If you have carefully stored your customer data, you can always be well prepared for customer meetings and thus strengthen the customer relationship.


However, a well-managed database offers advantages not only in preparation but also in follow-up. After a client meeting, you can record all the new insights you have gained. This reduces the number of follow-up questions because something has been forgotten and makes your business processes more efficient.

Strengthen internal communication

In a company with several employees, it is normal for the level of knowledge about customers varies. To prevent the client from having to explain his issues twice and three times, a uniform client file provides a remedy. This way, all employees have access to the same information and can advise the customer in the best possible way.

Excel is enough, isn't it?

New entrepreneurs tend to record all kinds of data in Excel. However, the versatile tool has a crucial weakness when it comes to contact management. If several employees have access to the document, there is a chance that data will be falsified, or chaos will arise in the customer file. Putting this chaos back in order requires a great deal of effort, which could have been counteracted by using a suitable contact management tool. With Atlanto's free contact manager, you can access your contacts from anywhere thanks to this cloud-based solution. Additionally, you can enter tasks, such as a callback, for your employees and coordinate all tasks by mail.  

 

Additional Links

Try Atlanto Contact Manager for free
Introduction Course: Atlanto Contact Manager
Blog part 3
Blog part 1

PREMIUM PARTNERS

Simple accounting

Allow me to introduce myself, my name is Atlanto. The online platform that simplifies your day-to-day admin. Embark on your digital future now.

More

Attractive premium discounts

Helvetia supports start-ups with a premium discount up to 50% on individual insurance solutions.

More

PostFinance start-up package

PostFinance gives you the tools to get started – Benefit from two years of free account management and discover additional offers that make your business life easier.

More

Free months for new start-ups

Swisscom will cover your subscription costs for up to 6 months plus CHF 300.- credited to your Swisscom bill.

More
071 242 98 98