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Power Tools for Business


How do we keep track of our business deals?

If you are only working with one or two deals, keeping track of them is a simple matter. However, most of us have far more than two deals on the plate and even more coming down the pipeline. It is sometimes quite difficult to keep track of all the details and remember who said what to whom. You need to keep track of the names of people on each deal or project and what their responsibilities are. There are many techniques that you can use to keep on top of the situation. You can purchase CRM (Customer Relation Management) software to handle the contact details plus a host of other information. Unfortunately it is time consuming and you can often miss out on important proposals or calls that you need to make. Keeping track of details is necessary, and keeping accurate records is also of prime importance.

Using the computer to track information does not have to be onerous or difficult; it simply has to be planned into your day. I use my computer extensively for everything I do, but I do not carry it to meetings with me, I carry a simple paper notebook for each client and keep meticulous notes. I then transfer the important points to the computer system and have it refer to my journal for further details (I number my journals and file them for later use). Appointments, phone numbers, managers' names, titles, project roles are all on the computer system. Making detailed notes with dates are on my power page in my notebook.

We will go into more detail for the power page a little later in the chapter. Right now let's walk through the various components that are necessary for keeping the details straight and continuing to nurture our business relationships.

Bette Daoust, Ph.D. has been networking with others since leaving high school years ago. Realizing that no one really cared about what she did in life unless she had someone to tell and excite. She decided to find the best ways to get people's attention, be creative in how she presented herself and products, getting people to know who she was, and being visible all the time. Her friends and colleagues have often dubbed her the "Networking Queen". Blueprint for Networking Success: 150 ways to promote yourself is the first in this series. Blueprint for Branding Yourself: Another 150 ways to promote yourself is planned for release in 2005. For more information visit http://www.BlueprintBooks.com


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$1M goes to Mass. small biz supporters - Bizjournals.com

$1M goes to Mass. small biz supporters
Bizjournals.com, NC - Dec 29, 2008
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A strong Web presence can work wonders for a new or small business looking to grow or expand its customer base. Choosing the right Internet Service Provider (ISP) to host a Web site is an important decision a small-business owner will make, particularly when starting out.

Small-business leaders, aerospace group give Colorado lawmakers their wish lists (BizJournals)
A group of small-business leaders on Monday asked Colorado lawmakers to avoid new regulations and to keep them “at the table” in the legislative session that begins in two days.

Small Biz Must Be Creative To Survive - NBC4i.com

NBC4i.com

Small Biz Must Be Creative To Survive
NBC4i.com, OH - Dec 29, 2008
By Donna Willis NBC 4’s Marcus Thorpe checked in the Short North to get the bottomline on their bottomline. At On Paper, which sells all things paper, ...

Sharp drop in small business loans (CNN Money)
The credit freeze afflicting America's small businesses shows no signs of thawing. In the last three months of 2008, the Small Business Administration's flagship loan-guarantee program backed less than half the number of loans it approved a year earlier - a sign that fewer entrepreneurs are getting financing to start or expand their ventures.

Jacksonville added to small biz program - Florida Times-Union

Jacksonville added to small biz program
Florida Times-Union, FL - Dec 23, 2008
By Larry Hannan A federal program designed to assist small businesses in the inner city is coming to Jacksonville in 2009. ...

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