Storing Vendor Information?
I am trying to determine the best way to store vendor information for use throughout my career. So, when I leave the current position, I take the vendor info with me. Business cards are cumbersome and difficult to search.
I am looking for a solution that is searchable, easy to input and easily accessible.
Thanks
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If you use Outlook at work (or probably “no matter what email and contact management system you use at work”) you can simply export the information to a spreadsheet or database or webmail system’s contact management software.
I use Outlook at work and – though I don’t need to worry about any long-term career contacts going forward – I do use gSyncIt to synchronize my Outlook calendar with my Google calendar. I could do the same with contacts, but I choose not to.
There are a lot of online CRM (Customer Relationship Management) systems that would be completely portable and most have easy imports in a variety of formats. Many single user accounts are free as well.
There’s so many of them it’s probably worth trying a couple to see what you like, it really just depends on how you want to use them.
You could also do something simple like a gmail account and google contacts or a note taking app that has OCR for business cards (Evernote is an example)... but the CRM would basically be custom made for what you’re doing.
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