What type and how detail is the information you keep about B2B prospects?

Question

I know that running a CRM properly is a broad topic. I always ask myself if I should put every piece of information about the prospect and how should I divide that (ex. Family, Interests, Goals, Cars, ???).

What do you keep, how do you divide that and why?

Accepted Answer

My crm I keep addy, phone, fax, website, contact info (minus email addys for important contacts so my marketing dept doesn't spam tf outta em with that Marketo bullshit) and enter opps and events like appointments. Personal notes etc I keep separated in a notebook. I'm not handing that shit off.

Answer

I just put interests and family on a note, I don’t keep it too in depth but something to look at.

Answer

i put anything I think is relevant.

Answer

Contact info segment and notes

Answer

I'll put some personal info into a record if it will help with my management of my contact, as well as CSD. I also manage key contacts in notes, so key contact info is there and for my eyes only.

Answer

I keep it as detailed as possible, but simple enough to find it.

Answer

Phone, email, address, notes, active/not, and way too many other random fields

AntifragileSalesman

What type and how detail is the information you keep about B2B prospects?

8 comments

AntifragileSalesman

What type and how detail is the information you keep about B2B prospects?

8 comments

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