We’re always looking for efficiencies and steam-lined workflows to save time, be more productive, and stay organized. CRMs are designed to help us, but how do you get the data in so that you can effectively manage your leads and customers?
A company called Vision-e makes a few plug-ins for Salesforce that may help, including a map feature and a business card scanning solution. The map feature allows you to organize your contacts on a map to effectively plan your travel schedule. The scanning solution allows users to scan business cards, QR codes, bar codes, etc and have this information upload into Salesforce (one report states that 88% of business cards never make it into your CRM, making it pretty challenging to keep track of your contacts).
What do you use? How do you organize and manage your business contacts?