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All business processes are geared towards sales, for which a business contact list of your customers is the first important input.
It seems ridiculously easy to store, remember and retrieve contact information in this era of smartphones, 5G internet, and other myriad kinds of technology. There, however, is a catch to having your own business contact sheet in the case of a B2B setup. It is hard to customize and takes a lot of time and effort to create a business contact list suited to your own unique needs. For instance, a hospital business contact sheet must differ from a retail store business contact sheet.
When it comes to real practical action of having your sales team, call up persons on a contact sheet, complaints from your staff pour in. “This template doesn’t have the mail IDs, and Instagram handles...there is no contact info of customers on the channel you are targeting,” is a common lament from salespersons to business heads.
Then, building a contact sheet PPT Template from scratch is a time-consuming exercise in terms of the money and time it will take you.
You are better off thinking about the parameters your sales personnel and the marketing department will find relevant. Outsource the tedious job of having that template designed and content added to SlideTeam.
In fact, we offer content ready, 100% customizable PPT templates that provide you with two major benefits:
- The presentation structure is taken care of through our design that is tailored to the topic at hand with the content provided.
- The flexibility that our presentation templates provide ensures that you can showcase your own data with unparalleled, best-in-class finesse and flair.
Let’s explore these sources of valuable business information, the contact sheet in formats that serve to increase the efficiency of all your processes. Start now!
Template 1: One-Pager Direct Sales Contact Sheet
In a typical direct sales environment, a business contact sheet is just a dead piece of document. Our PPT Presentation allows you to change this and infuse life into a contact sheet, and hopefully the sales, with a column dedicated to status. You may color code this to show where your business heads may think the customer is giving you a green signal, and a sale will happen soon. Another column, the result of years of research, is adding the name of your team member as being responsible for the account/individual. Otherwise, too, this category sheet gives you eight columns in all. Business category and progress are indispensable to add to your winning aura and win clients, impress your team members or win management recall. Download now!
Template 2: One-Pager Patient Contact Data Sheet
This comprehensive one-pager PPT Presentation incorporates medical or health insurance details and thus needs the Date of Birth of the customer, which one does not associate intuitively with a business contact sheet. Emergency contact person is also a column here and serves its purpose. In medical history and social history, questions of personal nature are asked but are mandatory to answer if you happen to be buying certain insurance products. Use this informative presentation template to showcase your knowledge of forms, processes, and procedures in sales and how each detail matters. Download now!
Template 3: One-Pager Theatre Production Contact Sheet
This PPT Presentation Template helps you lock in contact details as you go about arranging things as a producer-director. This template is of immense use as it starts with the location of the sets before moving on to the category-wise tabulation of contact details. Your cast, production crew, costume designer, and cinematographer can all be called up at short notice, with at least 30 people covered on a single sheet. More can be covered, as the template is customizable. With the Oscars coming up, this presentation template could be your need and savior. Will anyone on your list make it? Download now, and put out the name there.
Template 4: One-Pager Customer Sales Contact Sheet
This customer sales contact sheet one-pager PPT Template narrows its attention to client details followed by general and digital coordinates associated with the customer. With all-channel information with you, it becomes easier to contact the customer and chase conversions. The crisp, clear infographic provides you with a goldmine of business information. Download now!
Template 5: Issue Redressal Contact Sheet with Employee Name
In business scenarios, a major kind of contact sheet that can serve it well is an Issue Redressal Contact Sheet with Employee Name. This visually-appealing design, meant for internal circulation within a business, reflects your commitment to making your employees feel valued. Employee name, the job title, and issues for which he/she is to be contacted are the three columns on PPT that makes life simpler for employees, especially new joiners. Use this presentation template to illustrate your thoughtfulness in putting designated employees in charge of vital and critical services, like IT infrastructure, housekeeping, fire emergency, logistical issues, etc. Stakeholders cannot help but be impressed at such due diligence. Download now!
Network, then use contact sheets well
Business networking is all about making contacts and meeting new people at social events and parties. The next day, however, is the time when you use your business contact sheets to segment the people you meet into contacts. They may also fit into your unique definition of leads, prospects, and customers with their complete contact info across channels, etc. Apart from networking, there are others uses for a contact sheet. Make sure you have the best resource with a download of SlideTeam’s well-research, world-class presentation templates.
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FAQs on Contact Sheets
What is a contact sheet?
To do everything well and with a sense of passion, you require a process that helps you master the dynamics. In business, a contact sheet is a document that contains your prospects, leads, or customers organized in a logical manner, with all their relevant contact details for your sales team to track and crack a deal. It is, perforce, unique for every business. It could be a well-designed package or some information that could even be mandated by law, as it was for travel history during the global Covid pandemic.
How do you write a contact sheet?
There is no one way. All that is needed is a sound knowledge of the business you are in and some working knowledge of the channel you are targeting in your marketing campaigns. Usually, a typical contact sheet has at least 8 columns and some extra space to color-code the contacts, if warranted, and so on. Before finalizing a template for your contact sheet, you should know that it is much better to buy ready-to-use presentations, as you cannot match the design quality, professionalism and business thought we put in.
What do you write on a contact sheet?
This is of critical relevance, as today, you need to balance the need for quality information with the quantity that can be accommodated on a single sheet. With the kind of information available on customer choices and experiences, just phone, emails, and social media IDs are not enough to really contact a person with purpose and satisfy his/her needs. Over time, it will become relevant to add what time a customer wants to be contacted, for example, on contact sheets. Then, depending on the nature of your business, likes/dislikes, etc can all be part of the contact sheet. Sounds far-fetched. Well, it is already happening with artificial intelligence coming in as new game-changing technology. Not just contact sheets but every major business method could see a change.
