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Customer relationship management

Well, now that I'm (finally) getting on top of next actions a little better, I'm trying to do the same for the people I meet. Like many engineers/tech folks, networking is about as natural to me as interpretive dance. When I do manage to make a contact, it would be helpful to have a system to deal with it, roughly analogous to how GTD provides a trusted system to deal with next actions.

That said, has anyone used such a system and found it helpful? This is important to me, so I'm not opposed to shelling out a couple of C notes for something like ACT! if it's the appropriate tool. It may be too big a hammer, though, for someone who's not in sales and doesn't actively track hundreds of contacts. I'd rather try a free system first to see if it's sufficient for my needs.

Any glowing reviews, warning signs, or other thoughts from the assembly?

TOPICS: Life Hacks
Mtchandler's picture

i am in sales and...

i am in sales and use SalesForce.com. It has a 30 day free trial to see if it works for you. Before i used Sales Force, i used Outlook. It allows you to be as detalied as you want to get. If you don't have outlook i belive that thunderbird would work as well. however i have never used it. If you like excel you could also use that. Here is how a friend of mine does it. He created tabs for the type of contacts he has ie... friends, co-workers,business contacts, girls, ect.... then he made the fields he wanted to have info in. ie... FName, LName, ect... if you have access they there is a built in template for Contact Management as well (If you go to office.com and use the template there it looks better but the use is the same) Please let me know if any of this helps

MTChandler

 
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