So I’ve blogged a bit about CRM systems, and there’s one underlying complaint that I have across all of these CRM system; they were not built with a salesperson in mind!
If your job is to meet new people, get connected, sell your product, figure out whos important in the industry, get on the ground and get [...]
Archive for the 'CRM' Category
Great idea: CRM research bookmarklet
Published May 8th, 2008 in CRM, bookmarklet, great idea and web apps.Some I’m throwing out some free ideas!
We have all these bookmarking tools, and we have all these clipping, notebooking, and research tools. But what are they all used for?
I tend to use them a lot for research on people/companies in my industry, and often times this would be really useful to have directly in my [...]
I just read “The Brash Boys at 37 Signals Will Tell Yo: Keep it Simple Stupid” in Wired Magazine, and it got me all fired up to write a response, because I thought it developed an incomplete picture. 37 signals leads the charge for one of Web 2.0’s core tenants, simplicity. Their rapid/rabid [...]
CRM systems have been a big part of my job at both my current employer as well as with my previous employer. In the business development field, I keep coming back to the need for a good , simple, reliable CRM on which to base the rest of the IT infrastructure that we [...]
Diggo Social bookmarking for VC Referral Relationship Management
Published October 16th, 2006 in CRM, VC and social bookmarking. A couple months ago I wrote about using Diggo to track and share information about real estate postings, and I also followed up that post here with a post about how a full web application/portal could be built to incorporate these features.
Rob over at Ventureblogalist continues to turn out high quality posts [...]
After using Diigo for a split second to track apartments that I might be interested in, I realized that I need something a bit more sophisticated. At just about the same time, I started sending out lots of e-mails about these apartments, and I decided to just try copying all my useful information into [...]
Part 1 here
2) Having a minimal impact on your workflow
Not only do these CRM systems not have a minimal impact on your workflow, they totally and utterly recreate it and force you to completely change your workflow. Before ever using a CRM system I was creatively using an excel spreadsheet that I [...]
1) Always fully trusting your system
First, it’s an issue of trust. A good GTD system is one that you always know where a piece of data should go. That’s why tagging has been such a big hit for me, if I don’t already have a specific category, I can just add one (though [...]
