We’ve been discussing the importance of contact management this month for improving business and customer relationships. But it’s important to note: CRM isn’t just for doing business. Contact management is for everyone.
If you’re the CEO of your household, contact management is great for planning play dates (ie. make note of whose kids have what food allergies). You can store information about all of your family’s doctors, favorite restaurants, and preferred stores. Make a contact for each family member, including not just their phone numbers, but also their clothing sizes, favorite foods, and schedules. Add the contact information of your children’s best friends and teachers, in case you ever need to get in touch with them.
If you’re a student, start creating a comprehensive contact management system for everyone you meet, especially your professors, career mentors, and school alumni. Adding someone on Facebook is not enough- you need to start storing contact information like where people work, new networking contacts, and important job references. Make note of birthdays and addresses, so when you go to school, you won’t miss special occasions and you’ll know where to mail cards. Start updating all of your contacts to include your friends’ Skype usernames, blog addresses, and Twitter handles. Then sync your devises, so you can always contact people wherever you are.
And no matter who you are, what you do, or how old you are, start organizing all of your contacts better. We all have different tiers of relationships- our family members, our close friends, our colleagues/associates, our acquaintances, and everyone else. The sooner you start sorting these relationships into categories, and tracking these relationships (like the last time you connected), the more productive you will be. Capture every type of information you can- their current employer, their LinkedIn profile, their food preference. In the long run, this will help you network, expand your relationships, and stay connected.
Whether you are using your phone address book, your Gmail address book, or a simple Excel spreadsheet, it’s important that you’re managing your contacts.