Keep track of a client with Pagico
In business world, people are becoming aware that it’s clients who bring you profit. Nicely organizing clients information and keeping the relations make you more competitive. Using Pagico to manage your contacts and log their activities, you can get rid of piles of paper and cards and not to be a “file porter”.
This article shows how to effectively track and manage your clients.
Follow up important matters
After you have an important meeting with your client or sign the contract, you can summarize the event in “Activities” under his/her contact profile in Pagico. Plus you can tag the activity according to its subject or your remark. This way you get ideas what you have done with a specific client and consider what the next action would be.
Manage important files, faxes from your client
Managing files and faxes your clients sent to you could be extremely important. But you may have found out that managing tons of files from different people is nearly a mission-impossible. With Pagico, just drag the files(pdf, word, psd, etc) to the corresponding contact profile, and it’s done.
Relate your tasks to your client
It’s awful to send Jack an email that should have been sent to Tom. But it happened. Don’t worry! Pagico lets you add tasks based on people. That is to say, you can set yourself a task under someone’s contact profile. When you browse a client’s contact profile, you can easily check your to-do lists with respect to him/her.
Evaluate your business
You can browse all your activities in Dashboard. Activities are shown along with relevant contacts and therefore you can easily get insight of what you have done with different people. Meanwhile, if you tag important activities, you can see how your business with a certain contact goes by taking tag statistics into account.
Evaluate your client
Although tag statistics can’t reflect the 100% reality, you can try to build them into the understanding of your clients.
For example, if you tend to tag activities using remark like “Good” or “Nice”, you can check out the percentage of “Nice” out of all activities related to a specific client, say Jack. If it takes 100%, Jack is your perfect client!
2 Responses to “Keep track of a client with Pagico”
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[…] As you can see from the screenshot, you can manage contact-specific tasks and activities, as well as contact info, in a profile. So Pagico behaves like a relation management system rather than a address book. You may want to learn more on how to keep track of a client with Pagico. […]
As mentioned in another post about calendar, I’m testing the demo and have a few questions regarding client management in Pagico.
1. Is there a reason that drag and dropping files or faxes, etc., gets added to the calendar/schedule view on the Dashboard? I know that, technically, adding a file is an activity, but it only serves to clutter the interface, especially if you already have multiple tasks and activities appearing.
2. Any hope of being able to link emails sent/received to clients/contacts or does each one have to be manually exported from Mail as a text file and then imported/dragged and dropped onto the client/contact pane?
3. Is there a reason that tasks show up in the right hand panel of the contact window (and you have the option of having topics show up, but activities don’t? If it’s a global view, as it appears to be, then it would make sense for both upcoming tasks and activities to show up. Also, why is it a global view, vs. just tasks, activities, or topics that relate to the contact you’re viewing?
4. Any possibility of an option that would let you view the telephone number big as some of the other CRMs do? For those of us with old eyes:-)
5. It would be nice if the email links in the contact alpha list would be clickable, i.e., able to send an email without opening up the actual contact. Sometimes, that’s all you need to do at the moment.
Thanks in advance for any answers/assistance. One thing I did want to say is that I am really intrigued by this program and its potential. Gives one a nice sense of freedom that other CRMs don’t afford.