Contact Management...
Working as a virtual assistant, my clients often ask me about contact management and what my advice is on storing contacts. I think this tends to be a struggle with a lot of people who work in both the offline and online world. I hope that I can help clarify what my recommendations are for contact management in this post.
If you run a business where you are contacting people online as well as offline, your setup needs to have some form of resource for both of these types of contacts.
When choosing your online resource, I highly recommend thinking long-term. Think about what your needs are going to be down the road because moving your list from one resource to another is not a good idea. In doing so, you often have to have people double opt-in (depending on where you are hosting your contacts) and you will often lose a lot of people. So, think about your needs: are you going to eventually need a shopping cart? What about an affiliate program? If you begin to think this way, you’ll see that your needs go beyond just a place to store contacts and a tool to e-mail them.
Are you a virtual assistant servicing clients with their business needs?
