Hello DB friends! Can any of you share best practices for new contacts garnered via the exchange of business cards? With our leadership team traveling again, they are gathering various business cards of potential prospects, partners, sponsors, members, etc. I'm looking for some great ideas to get the business card data in Tess and to have a process where these contacts are presented back to our leadership team periodically for next steps. Wondering if anyone out there uses software or equipment to automate the data collection and/or uses the Plans module to keep track of it all. Thanks in advance!
We don't have any automated solutions, and we do not use Plans (for this). Helpful! Sorry. The contacts we keep in Tessitura are for our PR department, rather than artistic leadership, but we do have a few things we do to handle them differently from other customer accounts, and this is important because the person in question might well also use that account as a normal customer, so that needs to be possible, you just need to be sure that when they need to be treated differently they can be.
Thank you for your suggestions! Constituency and Attributes are a good idea...can you share with me the constituency code and description and attributes that works for you? Would love to glean great ideas!
As I said, the PR department uses this, so the Constituency is just "PR Contact" (I think, don't have Tessitura up) and the Attributes are for job role (editor, columnist, blogger, etc.), media type (TV, radio, magazine, etc.), genre focus and I think region.