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jackie2016

Managing clients' client's

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Hi Everyone

I am very new to the VA world and just starting to get things organised. I have 2 clients coming on board right away that want me to handle client correspondence for them. One such task would be sending out Christmas Cards. I am wondering how you transfer your clients client data back and forth and how you store customer details so that you can pull address, phone and e-mail ect. Is there an easy way to put this into word for mail merge?

 

Thanks

Jackie

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Basically most of the organization prefer using the tool that strategically helps maintain a client interaction smooth and successful in every possible transaction. Similar way in our organization we have been using the cloud based task management software from Replicon which is one of the hassle free tool and maintains the better smooth operation of the work. Check it out here - http://www.replicon.com/olp/task-management-software.aspx

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