Small business owners are notorious at keeping incomplete customer records. This limits the ability to follow-up on marketing and ad campaigns.
If you have your own database, we will be able to maintain it. If you don’t have a database, we can help you choose and set up an appropriate CRM program. If your needs are unique, we even have access to a reasonably priced programmer who can create a customized, web-based software package focused solely on your needs. By having an interactive database, you and your Virtual Consultant can add or modify information as needed so that it’s always current.
As with all of our services, you will retain full control over the content and use of the database management system.
Managing Your Digital Documents
Keeping business records filed and accessible is one of the most tedious, non-productive task that a small business owner faces. It’s usually a very low-priority until that particular information is needed. We can manage this information for you so you always will know where to find what you are looking for.
Every client receives access to a Sharepoint folder, hosted by Microsoft, which can securely host your records. If you are already paperless, we’ll help you move your records to the cloud where you’ll have 24/7 access — just in case you wake up at 3am and decide you want to re-read that great proposal you wrote a few hours earlier!