Let’s be up
front and define what we mean by
Event Logging …
It means a
Job, a Task, an Activity, a Matter, an
Appointment, a Meeting …
It
includes the Tracking of Events
The
Scheduling of Events
Automatic
Reminders so you don’t forget to attend
a Meeting or visit a client
To do
Lists
Exception
Reporting so you can be Proactive
Diarising
Activities by Personnel & Clients – so
you get a two way view
Emailing
clients as you make an Appointment in
the Diary
Above all
You decide the Events that are
important to your business and that you need
to track.
There are a
great number of systems for tracking events.
You may have already tried a few. Some use
Excel and whilst this is an excellent
spreadsheet & reporting tool it’s not the
answer. In our experience these solutions
simply don’t work unless they are based upon
your Customer/Client/Patient Database. And
to work effectively for your business this
needs to include several components …
A
Relational Database – So you can link
Customers, People & Events
A
Document Management System – So you can
access everything you need from one
client folder. With Mail Merge, Email
Control, Document Scanning, Voice
Recording …
A
Personnel & Client centric Diary –
Enabling you to enter events linked to
staff & customers with dates & times
Auto-reminders & Alarms – So you need
never forget any event.
A
Contact Management System – In-built CRM
with all the features you expect
A
Marketing Orientated Database – Designed
to track your Direct Response Marketing.
So you know the profitability of any
campaign, the cost of a new customer
acquisition and your Average Customer
Life Time Value
Easy
to Use Reporting Tool – Designed for End
Users and not computer programmers
With all
these components together in one low cost
package you can effectively tailor your own
unique Event Logging System that meets your
precise requirements. And you get many, many
other benefits as well.
You can find
out more information on Rapport – the
software product that includes all this &
more on this web site.
If you’d like a Free
Report that discusses the issues
click here.
