Relation Lists – Organise Your Contacts!

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Business is all about relations, our goal is to strengthen them.

If you consider yourself as a good salesman you should agree with me when I say that you shouldn’t treat your clients equally. Simply because they are not the same people. They may be even not alike. You can difference your contacts using different criteria. Let me give you a few examples:

1. Start with the main division of people you communicate with into various groups: customers, prospects, partners, subcontractors, suppliers etc. It is obvious that all these groups require different kind of information and updates. Also, the frequency of interaction is different.

2. Divide your customers (also applicable to leads) on the basis of their favoured communication channel. It will enable you to benefit both from economies of scales and customization power.

3. If your clients are spread over the whole country (or even further) maybe it is handy to select them on the ground of place of residence? You can address them all at once when your organise local event or promotion program on limited scale. Maybe customers living in the North have different needs and habits that people from southern part of the country? Shouldn’t that be considered?

4. Divide your inbound and outbound generated leads. Your company acquired these people in completely different ways – so they have different knowledge about you, more or less specified needs and they are in a totally different spot within a sales cycle. So, make sure that your incoming and outcoming leads are divided into (at least) two separate lists.

In general – take a moment and think about the main differences between your contacts. Focus on these that directly apply to your work activities – your product offer, sales strategy and marketing communication. Than group all people with similar needs, expectations or involement level into lists. Yes, it’s that easy!

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YOU CAN CREATE LISTS FOR BOTH PEOPLE AND COMPANIES

Lists are one of the key functionalities of InStream.io platform. They help you to keep your contacts in order and increase your communication output. Lists are fully customizable tool.

  • You can create an unlimited numbers of lists – each containing an unlimited number of relations, regardless of its complexity. Switch your relations between lists with no harm to your communication history – all the details are safe.
  • You can build up a list based on external data – download your contacts from your mail box, social media accounts and other platforms. Due to smart technology you don’t need to spend hours entering them manually.
  • You can edit your list at any time – adjust name details, add new contacts or delete them.
  • You can fully adjust your list using the lines viw that enables you to see more details about all relations within a list. Determine which information (and in what order) you want to expose the most.
  • You can share your lists with other people in your company or even outside it. It is up to you weather you let them edit your data or you perfer to keep them as observators only.

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TURN ALL YOUR BUSINESS CONTACTS INTO COHESIVE GROUPS!

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