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Getting the best from ContactMaker

ContactMaker is so much more than a CRM system. It can be used to manage many of the processes that help you deliver products and services to your customers. Enhanced control and automated record keeping will allow you to operate efficiently and ensure that you can meet all your customers’ needs.

In order to ensure that you get the best from ContactMaker, ailment we have put together this helpful guide on how to approach integrating your business processes into ContactMaker.

General Process Hints
  1. Keep it simple - Einstein said ‘Everything should be made as simple as possible but not simpler’. This neatly expresses the way processes should be designed.
  2. Call the same thing by the same name
    • Always refer to the same thing (whether it is a product or service) in the same way.
    • e.g. Suppose you sell three types of widgets in small (10cm), medium (20cm) and large (40cm) variants. The small widget could be referred to in a multitude of ways within your database.
    • Widget (small) or Small widget or 10cm Widget or Widget Small (10cm)
    • Decide on a system with respect to capital letters, use of brackets, order etc and stick with it. Not only does this ensure clarity in communication but it will also make it easier to search your records quickly.
  3. Enter data once and then re-use it wherever and whenever possible. This saves time and ensures that errors are not introduced. ContactMaker is the ideal tool to help you achieve this.
  4. Automate the process as far as possible. This makes the completion of tasks much less onerous and reduces the chances of steps being omitted.
  5. Make sure your base data is right, i.e. accurate, meaningful and correctly spelt and formatted. For ContactMaker this is the information in the customer database and the items list which holds your list of products and services.
  6. If your system is not being used (or only being used under duress) then it needs changing.

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