The SLO Personal Contact Manager

The SLO Personal Contact Manager

The specialist CRM designed for small business owners across
the United Kingdom. Organise and reach out to everyone you know with PCM, our secure, all-in-one, cloud-based solution

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Getting Organised With Your SLO Personal Contact Manager

It's far better to get it right from the start ...

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Posted by Steffi Lewis on 29/06/2021 @ 8:00AM

When you choose the SLO Personal Contact Manager (PCM), it's very easy to get started, but getting it organised to your liking may be a little more challenging ...

There are many ways to organise the contacts in your SLO Personal Contact Manager!

There are many ways to organise the contacts in your SLO Personal Contact Manager!

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We'll always help you get set up. From doing an initial import and ensuring all your existing contacts are in your PCM, we're here to give you whatever advice and support you need to help you get the best from it.

"The first thing to think about is how
to organise your contacts!"

There are 32 sections available and you need to decide at this point how you're going to organise all of your contacts. Are you going to include a classic sales workflow such as Leads, First Contact, Discover, Quotation and Customer or Client? Or do you want to simply organise your business contacts into the networking groups you attend?

Personally, we do a hybrid of both. We go down the sales workflow route initially, but as we're part of a BNI group, we also have sections organising our chapter as well as visitors and invites. Additionally, we have a suppliers section too.

Deciding on how you're going to organise your contacts is very important in the initial stages. It's ok if you want to reorganise your contacts later on because we include tools for bulk-moving contacts to new sections, so if you change your mind later on, you can reorganise everyone you know at your leisure.

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In addition, on the ALL section, you have a drop-down menu on the right-hand side that gives you the ability to drill down further. By default, this is for the industry of each of your contacts so you could find all the bookkeepers you know or all the plumbers. But you can use this dropdown field for anything you like. One of our users has set this to Month/Year so she can see what appointments she has in a month to ensure she doesn't get overly busy.

And lastly, do you want Simple Sectioning or Advanced Sectioning? Simple Sectioning is where you only have one contact in one section at a time (simple hey?) whereas Advanced means each contact could be assigned to all 32 sections if you choose.

Again, this is something that needs deciding beforehand, but as it's very easy to change in the future, we always recommend you start with Simple Sectioning then jump into Advanced Sectioning when you get used to PCM and are using it efficiently.

"We're always there to help you!"

However, you choose to organise your data, we'll be there to help you every step of the way to ensure you can use your SLO Personal Contact Manager as efficiently as possible. Just hit the HELP option in the top-right menu and let's see how we can help you.

Until next time ...

STEFFI LEWIS

 
 



Would you like to know more?

If anything I've written in this blog post resonates with you and you'd like to discover more, it may be a great idea to give us a call on 0333 335 0420, or enter your email address above to start your fully-featured 7-day free trial!

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About Steffi Lewis ...

 

Developer, blogger, photographer, videographer, foodie, cat lover, sci-fi nut, cancer survivor, countryside dweller, and Creator In Chief of The SLO Personal Contact Manager.

A 30+ years veteran developer with knowledge of Windows Servers, SQL Server, HTML, Classic ASP, JavaScript, and CSS. Using my knowledge and talents to create, maintain and enhance Steffi/CMS and Steffi/PCM that offers blogging, social media, email services and contact management to small business owners throughout the UK.

I've also worked as a professional photographer in Los Angeles, USA and been a Vision Mixer and Producer for live television in my time.

Telephone:

07490 373980

Website:

https://www.slo.uk.com