Can anyone recommend an existing piece of software?
Networking systems seem to link database records by field matches just like a dating service. To really make the best use of the data for business purposes, the system needs to match assets and opportunities. (We need the contact to record what they offer and what they really want). Assuming that this data is available, tracking the matching attempts and results is required. As an example, I have a substantial existing data base of high net worth contacts from previous sales, and several new files of contacts that qualify as potential clients. My mixing bowl is a facility designed to entertain only 50 contacts at a time. I do not need to sell anything, simply optimising the meeting strategy will create my market.