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<blockquote data-quote="Cowabunga" data-source="post: 3028900" data-attributes="member: 718"><p>The iPad has taken over from the Compac Ipaq pdf, which was the machine of my choice at the turn of the century.</p><p></p><p>"Book"? What is one of those? <img src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" class="smilie smilie--sprite smilie--sprite20" alt=":ROFLMAO:" title="ROFL :ROFLMAO:" loading="lazy" data-shortname=":ROFLMAO:" /></p><p></p><p>Evernote would be my weapon of choice today, using tags for search purposes consisting of farmer and farm name in a 'personal interest' folder. For easy reference, 'prospects', 'quotes' and 'sales' would have their own folders using the same tags to link all information for the same person and farm. Then if a quote is changed to a sale, the file could be moved from 'quote' to 'sale' with details amended as necessary. This would be in addition to the paper record handed over to the customer of course, because you might want to refer to any file at a later, sometimes much later date and they need to be found in an instant.</p><p>The same iPad could hold price lists, price terms, and so on.</p><p>Importantly, enquiries [another folder with an aim to move files on to 'quotes' and then to 'sales'] and quotes can be set with reminders to follow them up.</p><p></p><p>When in busy times, the number of enquiries to follow up, quotes etc can be overwhelming unless there is a very good organisation. The longer it takes to convert an enquiry into a sale, the more tasks there are to do and the greater the risk of some of them falling through the net.</p><p></p><p>So <u>organisation</u> of data is a key component of sales success. The more disorganised the person, the more important is a good system such as I describe above to organise both the data and the person.</p><p>Teamwork and co-operation and communication from the top down are other key components.</p><p></p><p>Anyone want me to run a course on it? <img src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" class="smilie smilie--sprite smilie--sprite20" alt=":ROFLMAO:" title="ROFL :ROFLMAO:" loading="lazy" data-shortname=":ROFLMAO:" /></p></blockquote><p></p>
[QUOTE="Cowabunga, post: 3028900, member: 718"] The iPad has taken over from the Compac Ipaq pdf, which was the machine of my choice at the turn of the century. "Book"? What is one of those? :ROFLMAO: Evernote would be my weapon of choice today, using tags for search purposes consisting of farmer and farm name in a 'personal interest' folder. For easy reference, 'prospects', 'quotes' and 'sales' would have their own folders using the same tags to link all information for the same person and farm. Then if a quote is changed to a sale, the file could be moved from 'quote' to 'sale' with details amended as necessary. This would be in addition to the paper record handed over to the customer of course, because you might want to refer to any file at a later, sometimes much later date and they need to be found in an instant. The same iPad could hold price lists, price terms, and so on. Importantly, enquiries [another folder with an aim to move files on to 'quotes' and then to 'sales'] and quotes can be set with reminders to follow them up. When in busy times, the number of enquiries to follow up, quotes etc can be overwhelming unless there is a very good organisation. The longer it takes to convert an enquiry into a sale, the more tasks there are to do and the greater the risk of some of them falling through the net. So [U]organisation[/U] of data is a key component of sales success. The more disorganised the person, the more important is a good system such as I describe above to organise both the data and the person. Teamwork and co-operation and communication from the top down are other key components. Anyone want me to run a course on it? :ROFLMAO: [/QUOTE]
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