23 02, 2016

It’s not who you know—it’s how well you maintain your contact management

Years ago, a ‘contact manager’ was known as a Rolodex—a sort of rotating file device that sat on your desk and contained specially-shaped index cards. Each card held the contact information of a person or a company. A well-maintained Rolodex took a lot of effort and was considered essential to business success. In fact, business [...]

16 02, 2016

How to turn your personal digital device into a productive digital device

Zoe’s day looked hectic—so much to get done, and most of it had to be accomplished away from the office—and away from her laptop. For example, on her way to meet with a client, she needed to swing by the pharmacy to pick up a prescription. Then, she had a late lunch with a new [...]

13 12, 2012

CRM Feature: Prioritizing Your Contacts

You may be familiar with the idea of prioritizing your task list but have you thought about prioritizing your contacts? If you are in a sales or account management line of work this might be a good idea to consider prioritizing the people you work with or want to work with. However, anyone could benefit by keeping an orderly contact list. […]