Archive for the ‘CRM’ Category

I’m beginning to think that I should convert this into an e-book or something (smile). When we left off on the last post we had successfully loaded all of our email and social media contacts into Gist in order to create a centralized CRM database. If we have not already done so, our next step would be [...]

Please note:  We are going to suggest a workable solution to the quandary posed by having multiple lists generated from your social media & email accounts. It’s not particularly pretty but it is the best that I can offer based on the applications that I have found and have worked with. If you have a [...]

Please note: Before we get started on Part II of this three-part series, I did want to state that we will be discussing free solutions. I have no doubt that enterprise and customized solutions are available. Names that have been mentioned to me include: Microsoft CRM, vTiger, Sugar CRM paired with Pluck and others. Me, [...]

This will be Part I of a three-part post. It’s also the easy part. Part II is going to be a bitch (smile). Part III will discuss execution. You’ve heard it all before … 20% of the people do 80% of the work. 20% of my efforts will yield 80% of my results. No matter [...]

I have written a number of articles in the past about Gist which is a social media aggregator with some very cool features. In fact, from an information gathering standpoint, it compiles probably the most complete dossier on any of your contacts that I have yet encountered. This would include your email correspondence, social networks, [...]