Boulevard software’s Tickler is set up to help you remember all the details that make you successful in your Mary Kay business. Reorder follow-ups are an integral part of customer tracking. In Preferences, Boulevard is set to create a follow-up for each customer after an invoice is created. This can be customized as needed for individual customers on the Sales tab of their profile.
When a reorder call appears in the Tickler, it’s time to give the customer a call. If she purchases, invoice her and the reorder call will be reset. If she does not or you do not reach her, change the Next Contact date.
Another way of tracking your customer records and still updating the Tickler is to use the Calls tab. By entering each new call made, you keep track of the personal details that make our business unique. To add a new call note, click on the Calls tab then select New. From each call note, you can reset the next contact date, if needed.
By following these steps, you will be working your Mary Kay business full circle, tracking your customers, keeping on top of their product needs, and your Boulevard Tickler becomes a powerful tool.
For more ideas on how to follow-up with your customers, refer to your Boulevard Extras Volume 2: Customer Follow-Up DVD or Help topics: Change the date of a reorder, sample, or unit action item; Define a unique follow-up period for a customer; or Creating call notes for a customer. (To locate any of these help topics, copy and paste the title into the Search selection of Help.)
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