Importance of Contact Management
Tis' the Season...This weekend was spent putting up the Christmas tree, decorating our house, and writing out Holiday Cards to all of our friends and family. As I began to populate the list for my business clients and associates, I realized that I did not have everyone's mailing address.
Historically, I have always sent a a holiday e-Card that I design. I will of course still continue that tradition, but I made a New Year's Resolution last year to send physical holiday cards. So, today, my task will be to rummage through my very large stack of business cards and start adding them to all of email records.
I am currently using MS Outlook for my Contact Management. I have thought about moving to something a bit more robust like ACT!, which is the only one that comes to mind right this very moment, but with any new tool that takes time. My other option is to buy a card scanner for $100 to read all of my business cards so that I can just push a button after it has digitally scanned them in.
Another choice I could use is to utilize an online business networking/contact management services like LinkedIn, Plaxo or Ryze. I am currently a member of LinkedIn and Plaxo and it has been great for business networking and getting updates from old colleagues who change companies. Unfortunately, I still think that as a full contact management software, going online is still a bit cumbersome and not something that fits my workstyle just yet.
Nonetheless, I have learned and am sharing with you that it is very important to keep your records curent no matter what business you are in. It will make your life that much easier. Perhaps that should be YOUR New Year's Resolution!
Labels: ACT, contact management, ms outlook


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