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How to Maintain Customer Lists

September 24, 2014

Customer Relationship Management systemOur VP of Software Development Tom Webb recently contributed to the Ask the Experts column in Construction Business Owner magazine. 

As seen in the September 2014 Issue of Construction Business Owner 

How should a contractor maintain a customer list? For each customer who calls, I want to be able to see what I have done for him in the past and at the site where he has work. 

“There are several factors to consider when choosing a tool for storing customer information: your budget, your number of customers and your desire to record details about customer interactions.

If your budget is small and you don’t have that many customer interactions, then I would recommend keeping up with customers with either a spreadsheet in Excel or Google Docs or using the address book in your email software like Outlook or Gmail. Just remember to consider things like who will have access to the customer list for reviewing and editing addresses and contacts and how vital it is to keep the information secure.

In the mid-range of those factors, an email marketing tool like MailChimp or Constant Contact will allow you to store both customer information and send them marketing emails. These tools will allow you to segment customers, send emails based on the segments and see data like open rates, click-through rates and more.

On the high end where you have hundreds of customers and a sales team calling on customers every day, a professional customer relationship management (CRM) system, such as SalesForce or SugarCRM, is a great fit. These are powerful and sometimes expensive tools, but they can really help a sales team keep track of the daily interactions they have with new and current customers."

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