{"id":8435,"date":"2009-05-14T07:17:22","date_gmt":"2009-05-14T14:17:22","guid":{"rendered":"http:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/?p=8435"},"modified":"2009-05-14T07:17:22","modified_gmt":"2009-05-14T14:17:22","slug":"more-stuff-on-crm-know-in-advance-what-you-want-to-do","status":"publish","type":"post","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/8435\/more-stuff-on-crm-know-in-advance-what-you-want-to-do\/","title":{"rendered":"More Stuff On CRM: Know In Advance What You Want to Do."},"content":{"rendered":"

You can use Google Docs as a more effective CRM than most people do.\u00a0 I know, for a while, I did. It’s better than what most CRMs do which is to hide you from your people.<\/p>\n

Complexity is not your friend.\u00a0 Also, having permanent storage is not that useful either, unless you’re in the business of collecting names.\u00a0\u00a0 FACEBOOK can more or less be permanent storage for your longterm loosely tied contacts.\u00a0 Anyway.<\/p>\n

Every time I add someone in, one of a few things needs to happen:<\/p>\n

    \n
  1. I need to get more data on the guy TO call him.<\/li>\n
  2. I need to call him\/her.<\/li>\n
  3. I need to assign an activity series to him.<\/li>\n<\/ol>\n

    These are separate events.\u00a0 I can’t be doing all of them at once, so I seperate out the #1 part of the activity series.\u00a0 I do my ‘who the hell am I gonna call’ research basically a couple of times a week.\u00a0 I start with:<\/p>\n

      \n
    1. People that Add me on twitter (I’m about 400 behind right now)<\/li>\n
    2. People that I find in a couple of LinkedIn Groups that add me.<\/li>\n
    3. People with truly shitty websites with no title tags, and a flash intro.<\/li>\n<\/ol>\n

      Because I practice a half assed version of GTD, I’ve got the ubiquitous capture habit down.\u00a0 (Mac users: K-notes plus Dashboard is a winning combo for ubiquitous capture.\u00a0 PC users:\u00a0 My friend Amy<\/a> from Twitter wrote a script called CunningNote<\/a>)\u00a0 So these people all get brought into something.\u00a0 For me, it’s a sheet in a spreadsheet.\u00a0 I put name, email, where I found ’em, twitter handle, phone number, industry and website.\u00a0\u00a0\u00a0 Alt-Tab and I’m in, Alt-Tab and I’m out.\u00a0 Takes 10 seconds and it’s good mental exercise to try and get it right without going back to look. I do this when my mental energy is sapped.\u00a0 This is something that I intend to eventually have someone else do, but I need my revenue to triple before that can happen.<\/p>\n

      So, the next thing I do is make sure I have an inventory of about 150 people to call at the moment.\u00a0 That way I never procrastinate calling and start doing ‘research.’\u00a0 I batch ’em into Read more<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

      You can use Google Docs as a more effective CRM than most people do.\u00a0 I know, for a while, I did. It’s better than what most CRMs do which is to hide you from your people. Complexity is not your friend.\u00a0 Also, having permanent storage is not that useful either, unless you’re in the business […]<\/p>\n","protected":false},"author":39,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-8435","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"hentry","6":"category-real-estate","8":"no-featured-image"},"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[{"id":7963,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/7963\/finally-a-heap-of-daylite-at-the-end-of-the-tunnel-finding-a-crm-that-doesnt-blow\/","url_meta":{"origin":8435,"position":0},"title":"Finally: A Heap of Daylite at the end of the tunnel (Finding a CRM that doesn’t blow)","author":"Chris Johnson","date":"April 18, 2009","format":false,"excerpt":"Let me be honest.\u00a0 I've been using Google Docs as my CRM for a while.\u00a0 It's been fast--I've got it mapped to a hotkey, and also on my Mac's dashboard.\u00a0 I can collect info on clients, contacts fast.\u00a0 And I can highlight the ones I follow up with, owe something\u2026","rel":"","context":"In "CRM"","block_context":{"text":"CRM","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/crm\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":15415,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/15415\/my-address-changes-when-i-move-my-phone-number-changes-when-i-swap-phones-my-email-address-changes-when-i-get-buried-in-spam-but-my-name-never-changes-so-its-the-perfect-contact-address\/","url_meta":{"origin":8435,"position":1},"title":"My address changes when I move. My phone number changes when I swap phones. My email address changes when I get buried in spam. But my name never changes — so it’s the perfect contact address.","author":"Greg Swann","date":"December 5, 2011","format":false,"excerpt":"I've been waiting for this for a long time. From PC World:Forget phone numbers and e-mail addresses. The era of the Internet handle is emerging. Instead of having to remember a phone number or an e-mail address, in a few short years we might simply find somebody remotely over the\u2026","rel":"","context":"In "Flourishing"","block_context":{"text":"Flourishing","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/flourishing\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":7275,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/7275\/putting-the-charm-back-into-crm-introducing-top-of-mind-networks-mark-green\/","url_meta":{"origin":8435,"position":2},"title":"Putting the charm back into CRM: Introducing Top of Mind Networks’ Mark Green","author":"Greg Swann","date":"March 3, 2009","format":false,"excerpt":"Joining us today is Mark Green of Top of Mind Networks, a lender-focused CRM system with automated follow-ups. Mark is a database marketing expert, permission Marketing disciple and overall CRM junkie. He'll bring a dry wit, along with practical execution strategies that'll help you evolve beyond sending meatloaf recipe cards\u2026","rel":"","context":"In "Lending"","block_context":{"text":"Lending","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/lending\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":9772,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/9772\/client-lunchbox-bloodhoundblogtv-crm-channel-premier\/","url_meta":{"origin":8435,"position":3},"title":"Client Lunchbox – BloodhoundBlog.TV CRM Channel Premier","author":"Ryan Hartman","date":"September 14, 2009","format":false,"excerpt":"Ok, here's the first episode for the CRM Channel. It's a quick peek under the hood at ClientLunchbox.Com that I made tonight using the cool twitter integrated, web based screen capture tool, Screenr.Com. [Just a quick disclosure, because I'm scared poopless of ever plugging stuff here: Dane Maxwell, the guy\u2026","rel":"","context":"In "BloodhoundBlog.TV"","block_context":{"text":"BloodhoundBlog.TV","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/bloodhoundblogtv\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6841,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/6841\/thirty-three-touches-from-the-cloud-seriously-seeking-crm\/","url_meta":{"origin":8435,"position":4},"title":"Thirty-three touches from the cloud: Seriously seeking CRM","author":"Greg Swann","date":"February 7, 2009","format":false,"excerpt":"We need a CRM solution, and it's making me crazy that we don't have one. We wrestled with REST for a couple of years, but we never got it cranking on all cylinders, and it lacks features I don't want to live without. Chris Johnson raves about Heap, but I'm\u2026","rel":"","context":"In "Group Therapy"","block_context":{"text":"Group Therapy","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/group-therapy\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":11777,"url":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/11777\/the-threshold-of-accountability-is-accounting-for-things-is-this-finally-the-crm-ill-use\/","url_meta":{"origin":8435,"position":5},"title":"The threshold of accountability is accounting for things: Is this, finally, the CRM I’ll use?","author":"Greg Swann","date":"April 18, 2010","format":false,"excerpt":"The iPhone screen shot is from a piece of software I've been playing with since Thursday. We got the gross idea from Redfin's agent-monitoring software. Their stuff is simpler and prettier, but ours is robust and mission-critical. What is it? Basically an automated tickler, the relationship-management part of Customer Relationship\u2026","rel":"","context":"In "Real Estate"","block_context":{"text":"Real Estate","link":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/category\/real-estate\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/8435","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/comments?post=8435"}],"version-history":[{"count":1,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/8435\/revisions"}],"predecessor-version":[{"id":8445,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/posts\/8435\/revisions\/8445"}],"wp:attachment":[{"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/media?parent=8435"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/categories?post=8435"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bloodhoundrealty.com\/BloodhoundBlog\/wp-json\/wp\/v2\/tags?post=8435"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}