Why use Visual Contact Management?
When you manage your contacts using a standard list view, it’s easy to get overwhelmed by the sheer number of repetitive rows on the page. A visual contact workflow takes the same information but presents it in a way that gives you an immediate grasp of your contacts’ status and your funnel as a whole.
Identify Your Team’s Greatest Opportunities and Weaknesses
When kept up-to-date, visual contact workflows give you at-a-glance access to which contacts are your team’s greatest opportunities so you can prioritize where to focus your follow-up efforts. In the same way you can see where your greatest opportunities are, visual workflows allow you to see which areas in your processes need more attention.
Make Data-Driven Decisions and Forecast Results
The ability to keep a pulse on the quantity or type of contacts in each stage of your critical systems allows you to not only gauge your team’s progress towards goals and quotas, but also to forecast results for budgeting and resource planning.
How Visual Contact Management fits with Ontraport
Visual contact workflows are built into Ontraport as an option for displaying contacts; it’s a simple toggle from “List View” to “Card View.” Unlike many visual contact management systems, with Ontraport you can customize every piece of your display; you choose exactly what information you want to show on the contact cards, which stages and funnels you want to organize contacts into, and more.
CRM on the Ontraport Blog