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Call Campaign tracking

Hi all,

I wanted to get some feedback from those who do prospecting campaigns and how you 're keeping track of your efforts.

Specifically, do you simply use an Excel spreadsheet, or do you use a program or software to track contact datea/times and disposition.

For example, I typically just use a spreadsheet, but I'm finding that after a few pass troughs, it starts to get mucked up and ineffective.

Any insight is welcome.

Thanks, - by klozer
Hi all,

I wanted to get some feedback from those who do prospecting campaigns and how you 're keeping track of your efforts.

Specifically, do you simply use an Excel spreadsheet, or do you use a program or software to track contact datea/times and disposition.

For example, I typically just use a spreadsheet, but I'm finding that after a few pass troughs, it starts to get mucked up and ineffective.

Any insight is welcome.

Thanks,
Have you ever heard the joke about the man who set records painting lines on the highway?

His boss was blown away on his first day. Then on day tow he was not as good, then day three he got less than half the average done. The boss, who thought he found a really great worker was puzzled. "How could he go from the best to the worst in three days?"

So he asked him why he was not getting as much done. The worker replied "Well, I am trying, but it takes longer because I keep getting further and further from the can of paint!"

look, old school index cards are better than a spreadsheet. The more names you get in there the harder it gets to handle. And, a spreadsheet does not auto save changes, it is not designed to manage data records, that is what a database program is for.

If you are not going to use a real database program or contact manager, start using index cards with a date roll over. - by Gold Calling
Awesome question klozer :)

Great analogy GC thmbp2;

There is a really simple method of tracking your campaign that is right under your nose...........or in your ear..............

Outlook.................shds;

You can add a contact, set a call back, have reminders on your pc, email, cell phone.........................easy

There is a macro you can PM me for, that sets it up so you dont have to use your mouse (enables easy typing)........... - by PiJiL
start using index cards with a date roll over.
Please give me an example of how you use this.

My office uses MS Business Contact Manager, but its not good for calling from a list and keeping track record of the contact disposition...

Any cheap database software you recommend for this sort of thing?

Thanks Gold - by klozer
Allow me to explain.

I've got this list of about 4k that i want to call through, but I don't usually create a contact until I talk to the contact and qualify a need.

In the meantime, as I blow through this list in excel, I like to make notes as I call. Whether its something the receptionist said, or something that caught my attention, or even just leaving a message.

So what I want is to be able to add notes to a contact list of customers as I make my daily calls so I can keep track and to also help my next go around be a bit "warmer".

Just seeing if anyone had a better way of doing it. - by klozer
.

Please give me an example of how you use this.

My office uses MS Business Contact Manager, but its not good for calling from a list and keeping track record of the contact disposition ...
Almost no contact manager is good for that.

OUTLOOK would be one of the worst.

Look, we are talking about the pipeline ... contact manager systems and CRM's for sales think in terms of you locating the prospect and adding them to the database or getting it there from a website. They were not designed for CALL QUALIFYING or TELEMARKETING.

When you begin with a suspected prospect (Suspect for short), you want a suspect list. When you talk to them, setting a call back or an appointment, they then are a qualified prospect (Prospect for short).

No system has two databases and moves them from one to the other. that is why we created Success on Contact©.

You can always click one button and know who you have not yet called or contacted. One more and know who you have to call back today. One more and know who you have contacted and sccheduled forward.

I defy you to do this with OUTLOOK or ACT (now 22 years old)!

You can create an interface with a database program, such as Microsoft Access but you won't have email integration.

SAAS - which is a remote website that runs software - known to programmers as Software As A Service - like Sales