Post-conference contact management
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Here are some tips for effectively managing the network you gain at a conference and paving the road to maximize return on your investment.
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Post-conference contact management
- 1. Post Conference Relationship Management How the CRM component of a good database management software can help you after a fruitful conference
- 2. Business Cards to Database Heated conversation is only meaningful with timely and diligent follow up Managing relationship can be a pain, and even more so after a conference The CRM component of your technology transfer management software can help
- 3. Relational Database The first thing you want to do is to enter the contact information into the database and make sure to include the notes of your meeting. Your software should be able to link the new contact record with the company record and any historical interactions with the company ( marketing projects, interest, other employees, previous correspondence, etc) can be all managed in one place.
- 4. Form Letter Secondly, you want to sort the contacts into different categories and send out separate messages to each category. Aside from a few emails that you need to compose individually, you can save a lot of time by using form letter template. This is an example of a follow up email and a phone meeting reminder.
- 5. Email Management Now that so much information are exchanged and stored in the emails, the CRM component of your technology transfer management software should have a powerful email management capacity, which allows you to store, link and search emails. Even better, it should talk to the email management software that you use everyday such as Microsoft Outlook and allow you to drag and drop emails right from there.
- 6. About This Content Written By: Ziyan Zhang Market Research Analyst Inteum zzhang@Inteum.com About Inteum Founded over 22 years ago, we develop industry-leading intellectual property management software. Our clients include technology transfer offices at over 400 installations in 22 countries around the globe, including universities, research institutions, federal labs, corporations, and startups. We develop an acute understanding of our clients’ needs and build a product that supports every sized office. We concentrate 100% of our resources on development and support of the software, with a continued focus on meeting the demands of the technology transfer industry. For more information, visit www.Inteum.com or send us an email info@Inteum.com
Editor's Notes
- Decks of business card Heated conversation is only meaningful with timely and diligent follow up Managing relationship can be a pain, more so after a conference The CRM component of your technology transfer management software can help
- Create contact record that is linked to company record Record all the basic info and notes of your conversation Know the history of the interaction, staff that your institution had in contact with, agreement with them, technologies they are interested in, etc
- Form letter template
- Email management Email manager Email plugin