In today’s fast paced world, it is imperative that your firm has a shared and centralized knowledge base and has a centralized contact list. Having a CRM integrated into your management software is the most important thing you can do.
I have mentioned below the Top 4 reasons why an architect firm needs a centralized contact base:
1. No loss of data:
When you get a contact form or get contact details or get a business card from a potential client or a vendor, you either add it to your smart phone or keep it physically in a record. Now what happens if the software of the smart phone crashes, your phone gets stolen or the visiting card folder gets lost? You lose all those contacts. That’s one of the main reasons why you need to have an online system where once you have input the data it is never lost.
2. No duplication of data:
Does your team currently only have contact information on their phone or contact information in a excel sheet which is different on each person desktop? When you don’t have a common integrated contact management system, it happens sometimes that multiple associates from your firm may pitch to the same client of get in touch with the same person. To avoid this, it is better to have a centralized contact base where a person can check who exactly has been contacted.
3. No loss of data due to employee churn:In today’s world, employee churn is a normal thing. What happens when one of your associate decides to leave the company? How do you get in touch with the contacts he has made? A centralized contact list helps in that. Since you already have all the data in one place, you don’t have to worry that a person has quit the firm and all the contacts that the person has made over the past year is lost along with him.
4. Easy to access:Since all the contact details will be in one system, it will be easy to access. Even if an employee is on leave, you can still contact and get in touch with a required person.
With Avant Manager all these common problems disappear. Avant Manager has a shared contact data base. Whenever a team member is given a new contact, he just has to input these details into the management system and then any other team member too can access it. This helps tremendously as you then don’t need to re check for any resource or contact person and saves time.
In addition, one of the biggest advantages of the contact database of Avant manager is that it synchronizes with the smart phones and tablets of all the team members, so once they have added the contact details to the system, every employee can access that contact from their phones.
Request a free, no-obligation consultation from Avant Manager here and understand how you can best integrate your contact list into your management system.