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Juggling Multiple Clients? - Here’s How to Stay Organized

 

January 19, 2018 (Investorideas.com Newswire) You may feel like celebrating when you learn that your company has landed your third, fourth, or even tenth lucrative business contract - until it comes time to manage your clients. With various sets of deadlines, milestones, requirements, and procedures, you need to keep all confidential data in a safe location so that it isn't accidentally shared. Moreover, managing multiple clients and their contracts also means that your company needs to have the ability to pull up each individual contract quickly and easily. So how can companies that work directly with other businesses manage their contracts and keep their clients happy?

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How Are Your Business Contracts Organized?

Whether your B2B contracts are kept on a flash drive, uploaded to a cloud computing storage website or printed out, signed, and then scanned back into the computer, they have to be impeccably organized. The first reason for this is that you need to know where all business contracts are at all times. Allowing a contract to go missing, even for a short time, can turn into a disastrous situation for a growing company. Secondly, you never know when your clients are going to request an updated copy of their contracts themselves. Being organized will help you to manage all of your clients, as well as your company, most effectively.

Who Can Access Client Contracts?

It might be necessary for various employees to access business contracts to make changes, amendments, or simply to review their terms. While giving certain staff members the right to view business contracts on their computers is perfectly safe, you need to have the file permissions set so that only you can make permanent changes. Imagine if the master copy of a business contract got written over by accident because an intern accessed a file and hit the delete key. Restrict who gets to see confidential customer files, including contracts, and have even higher permissions set so that no one but you and your business partners can make significant changes.

Keeping Client Contracts Updated

Customer contracts might be written as Word documents, saved as PDFs, or scanned in as JPEGs. If you want to be capable of adding in text, omitting paragraphs, including attachments and writing in signatures, all contracts have to be saved in PDF or DOC format. This will allow you to make changes promptly and keep all of your contracts looking neat and professional. Remember that you can turn other file formats into PDFs so long as you have the right programs on your computer. PDFs can be locked, you can make comments on them, and they can be shared securely via password as well.

Create contracts that are easily editable and save them in a place that you can access either in person or remotely. Control who can access each of your customer contracts and be ready to forward them to your clients if they request an additional copy. These are the keys that are necessary for staying organized so you can best serve your business clients.

Author Bio: Boris Dzhingarov graduated University of National and World Economy with major marketing. He writes for several sites online such as Semrush, Tweakyourbiz and Socialnomics.net. Boris is the founder of Tech Surprise and MonetaryLibrary.

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