Selling to Anyone Over the Phone

Your Record Keeping

Paper methods can include index cards, call report forms, or paper files.

Advantages

• When you actually hold a pen or pencil and write down customer information such as interests, needs, and more, you retain the information for a longer term. Each time you process any type of data, your long-term memory kicks in, where it is easy to call back up.

• You might enjoy having hands-on control of keeping track of customers.

• If you are a visual person, you can use a color system of files or index cards for cataloging—past customers are pink, current large customers are green, and so forth.

• You can keep private any specific information that might not be appropriate for a company database. If a customer is a collector of baseball cards ...