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Contact Management Consulting

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Contact Management Consulting

38% of companies with more than one employee have no way to share contact data across their team.

Effective Contact Management is essential to any business, regardless of size or industry.  Members of your team are meeting and networking with contacts every day—through emails, exchanging business cards at events, and lead generation.  Contact Management helps you and your team organize, track, prioritize, categorize, and share all of these important contacts, ensuring none of them fall through the cracks.

At Innovatively Organized, our productivity consultants will identify a Customer Relationship Management (CRM) system that works specifically for your company and industry.  We can merge all of your contacts from their various locations, removing duplicates and adding all the essential information and fields you need to capture.  We define which team members need access, how to sync between multiple devices, and how to organize contacts as they move through your sales cycle.  We ensure that contacts are cleaned up, organized, and properly handled from start to finish.  With improved Contact Management, your small business can spend more time focusing on building relationships with clients and less time searching for their contact information.

 

  • Contact Management
  • Email Management
  • File Management
  • Individual Productivity
  • Process Improvement
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Quick Tips

If you can respond to an email in 2 minutes or less, tackle it now.
IO has changed my whole perspective on being organized. You guys rock.Amy T., Blueflame Heating & Air Conditioning
When someone gives you a business card, make notes on the back to jog your memory later. Notes might include when you met, what you discussed, potential relationship, etc.
For each task on your to-do list, add its estimated completion time. This gives you a realistic view of everything on your plate for the day.
I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now! Angela Shen
If you work from your car, set it up as a functional office with storage and office supplies like a desk.
The one-on-one attention I got from Elizabeth helped me identify problem areas and prioritize changes to become more streamlined and organized.  Replacing old habits with new ones is challenging but extremely rewarding! Thanks again, Elizabeth!Eliott P., Event Services Manager
Schedule a time/date to file and clean your files (weekly or bi-monthly).
You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW
Create a set of email policies for your small business so everyone’s on the same page when it comes to writing and sending emails.

Testimonials

I am able to accomplish more, in less time. When I work in my home office, I’m not distracted by piles of paper all around me. I am able to proudly show off my work space now! Angela Shen
The one-on-one attention I got from Elizabeth helped me identify problem areas and prioritize changes to become more streamlined and organized.  Replacing old habits with new ones is challenging but extremely rewarding! Thanks again, Elizabeth!Eliott P., Event Services Manager
IO has changed my whole perspective on being organized. You guys rock.Amy T., Blueflame Heating & Air Conditioning
You definitely demonstrated what you do best – being organized! It was very apparent that you’ve gone through training and certification and truly know your business.Jeanette H., BPW
I can’t tell you how accomplished I feel today. Even when someone came to me with an “emergency” project, I noted that on my calendar. I know that I can use that information to help people better schedule time with me to get these projects done.Erin George, Real Change News
Elizabeth swiftly and efficiently demonstrated easy methods to organizing my online clutter.  My creative and innovative management style no longer clashes with daily details and extensive reporting requirements.  What a relief!  With a new, common sense system in place, our non-profit initiative become more productive and so have I!Brian Jaeger
Elizabeth got right down to the critical changes we needed to make to improve our work flow. And we had fun doing it!Sheree C., Paralegal, Office Max
Innovatively Organized’s Email Mgmt Webinar was great! My inbox is now down to zero for the first time in a long time. I would highly recommend it to any friends or associates!Dan F., Realtor
Very illuminating going over my weekly review checklist and realizing that the parts of the work I dread doing are the things I don’t have systems and structure for… I can see already that this is going to be a big help, and wish I’d gotten started sooner! I’m feeling optimistic, and looking forward to solving the problem(s) and getting my time more focused on the patient work I love to do!Dr. Deborah E., ND
I loved your presentation of Email Organizing 101. The presentation was clear and informative, and you offered wonderful tips to make our busy lives easier. I already implemented some of your recommendations, and have no remaining emails at the end of the day in my inbox. Also, you have a great sense of humor, so like everyone else, I truly enjoyed my time there. Time and money well-spent.Jennifer S., Merrill Lynch
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