Applying The 80/20 Rule To Social CRM – Final Chapter

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 [...]

Applying The 80/20 Rule To Social CRM – Part III

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 [...]

Outlook and Gist – This Baby May Have Legs

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, [...]

Xobni – Social CRM For Outlook – You May Be Surprised

I’ve been pretty vocal about my search for the “holy grail” of CRM‘s. There are a number of solutions out there and all are doing some pretty nice things in the way of integrating social media into a CRM platform but, nobody that I am aware of, at least not at an investment level that [...]

Social Media CRM – Gist Inside Salesforce

I’ve been a fairly frequent writer about CRM packages and my expectations regarding seeing them integrated closely with Social Media in the not too distant future. Well, over the past couple of weeks, this expectation has been rapidly inching closer to reality. Of course, the holy grail continues to be total integration that will include [...]