Business Cards

Though I talked about tracking business cards during the Follow-up chapter, here are some reminders. Always sort your cards by their usefulness. Not all cards should be entered into your database. If you know you’ll never do business with the dry cleaner you just met, then file their card in your business card binder, for future reference, in the section pertaining to where you met them.

If you choose not to use a computer to track leads, use an index card system. Keep your cards in alphabetical order and have separate lists for each week’s efforts so you will be able to refer back to the list later on. Staple additional index cards to the original to keep all transactions pertaining to each client in one place.

I prefer to have high gloss 4-color business cards. I typically do not print on the back side as it is helpful to leave room for notes when someone meets you. One source I prefer is www.GotPrint.com. The charge $20 for 1,000, 2-sided, 4 color cards. The quality is always great and they are very fast in delivering the cards.

Database Capacity

FileMaker would allow the database to reside on my website so I could use one database for all the territories of Elite Leads and be able to analyze each person’s progress.

Then I was informed that I needed to convert to Microsoft Access because I anticipate that within five years my database will exceed 100,000. The consultant I was working with said that for the type of in depth application I was working with, I needed to work with Access or Oracle. The only reason I choose Access is because it is more widely used than others and I assumed because of that, it will be upgraded and be around longer.

One of the reasons FileMaker and Access are preferred is that their structure allows you to add fields at will. You’re not stuck with the first version you create or what an engineer thought you should be satisfied with.

If you anticipate having more than a million records in your database, you might want to move to MySQL, Oracle and CRS packages. Larger companies that have Management Information Services (M.I.S.) departments use these systems. If you don’t have the luxury of working with a regular database consultant, a prepackaged database will be easier to develop for your needs.