I am an outside sales rep, working from my home and travel the Western US. I am at my desk 50% of the time and spend the other 50% on the road.
Current setup and tools:
Blackberry 8300 : Used for contacts, calendar, email
Laptop: Used for tha above, along with Salesforce.com (CRM)
Levenger Circa Zip Binder:Have "Today", "Notes", "Waiting For", "Desk" tabs, along with A-Z tabs (just added) for working prospects
My dilemma: I must use SFDC for tracking my leads, prospects, follow up etc., but when I'm on the road, and a prospect returns my call I had the toughest time remembering who they are and what and when we last spoke about. I get maybe 10 leads a day, many without phone numbers so I email them requesting that they call me to discuss the opportunity. I used to just keep a "Phone" tab and put the lead or prospect for follow up on that list. Problem was that when they called, I'd be scanning the list, to find them, then have no room to take notes in that same area.
Just this week I decided to try something new and I wanted opinions, suggestions, ideas, etc.
When I get a new lead my lead coordinator puts it in SFDC for me, I then creat a brief contact/profile sheet in my Levenger Circa binder and place that lead in the A-Z tabs. After contact with the lead I update SFDC which syncs to Outlook & Blackberry and schedule the next follow up call.
Each eveening as I plan the following day my BB or Outlook will remind me who to call tomorrow. I then go through the A-Z tabs pull out the profile sheets and move them up front to the "TODAY" tabs (the beauty of Circa!).
After I call and follow up, they go back into the A-Z, and my next follow up is scheduled in SFDC,Outlook, & BB.
SO far so good, but it seems like extra work, and I hope my binder doesn't get too big. Of course each day prospects are added, but many are deleted due to just "dying" or being closed.
Sorry for the long message, any ideas appreciated.!!