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Contact Management Solutions Aren’t Just For Corporations

Contact Management Solutions Aren’t Just For Corporations

    Whether you run your own business or you’re trying to keep your extended family organized — or maybe even both — having a robust system able to keep your contacts organized is important.

    Organization isn’t enough, though. An electronic Rolodex isn’t really enough, though that’s pretty much what most of us rely on these days. Instead, we need to be able to tell when we last talked to a given contact, if we promised to handle any tasks or any other details that our address books don’t track. That means we need some sort of contact relations management. CRM isn’t just for the folks with big fancy corner offices anymore.

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    GMail’s Contacts Just Aren’t Enough

    It’s very easy to fall into the habit of syncing everything to GMail. After all, Google is kind enough to automatically add anyone you communicate with to your address book, keeping the whole process pretty simple. But when it comes to managing your contacts, GMail just falls short. Say I want to find a doctor in the hundreds of contacts that call my GMail account home: I have to know the name of the doctor I’m looking for. Searching just for ‘doctor’ only pulls up the emails that have that word in them — far too many to sort through.

    It goes beyond missing job titles, though. Aside from very basic notes, I can’t really add information to my contacts. If I want to remember a birthday or a project that my contact is working on, I add it as a note, and hope I remember that it’s there. We’re talking about a less-than-ideal approach to contact management.

    The Practical Reason Behind CRM

    By the time you add up your second cousins, the guys you met at that networking event last year and all of the various maintenance people that keep your home in tip-top shape, you have a stack of business cards that that could rival the height of a small office building. Would you be able to lay hands on the exact phone number you need in an emergency, even after you’ve added all those numbers to your address book?

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    I don’t think I could. It’s a matter of how we remember who we’re looking for. If I needed a plumber, for instance, I’m probably going to remember who I got his name from or when I last called him long before I remember his name or company. The same can hold true for business contacts and a lot of CRM software makes allowances for the way our brains operate. Highrise, for instance, allows users to search through notes, emails and other data for keywords, like ‘plumber’ or ‘programmer.’

    Putting Business and Personal Together

    CRM software is generally developed with a sales team in mind: rather than ‘contact,’ the C in CRM usually stands for ‘customer.’ That’s why you’re able to add so much information. Anything that can lead to a sale, from remembering a birthday to a preferred work out time, has to fit.

    That doesn’t mean you shouldn’t add your personal contacts to your management system. CRM solutions can help you make both your personal and your professional life more productive. That statement assumes, of course, that you’ve managed to keep them separate. I know I haven’t, and the thought of trying to keep them separate is more than a little scary.

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    But why should we have separate programs notifying us of family members’ and sales leads’ birthdays? To manage two systems requires double the work — perhaps even more for that cousin you regularly do business with. With the advent of social networking sites like Facebook and LinkedIn — where most people have connected with both personal and professional contacts — it seems more than reasonable to start managing all of our contacts from the same place. I get the feeling that a lot of companies discount the value of maintaining a system for personal contacts — despite the number of leads and networking opportunities that come from outside the office. Luckily, once you’ve actually got CRM software, no one can stop you from adding your personal contacts as well as those people you know professionally.

    The Sticking Point

    Your contacts of all kinds are valuable. If you’ve ever done sales for a large company you know how hard employers work to keep a Rolodex when an employee leaves. A good CRM file is worth money — it’s a matter of deciding how valuable your file is.

    The real sticking point for CRM software and those of us without companies willing to pay for it has to be the price. Joel wrote about some of the online options yesterday and none of them had a price tag I could justify for personal use. Sure, there are some free options, but they do have some serious limitations.

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    The solution isn’t precisely simple: it’s worth our while to be more productive, but much are we willing to spend on CRM? Perhaps we aren’t able to justify a high price for our personal use, but what about managing the contacts that can help us improve our careers? Our own businesses? Our outside projects? The price I’m willing to spend goes up with each group of my contacts I think about managing — how about you? How many contacts outside of your 9-to-5 job do you have? And what are you willing to do to manage them effectively?

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    Last Updated on September 12, 2019

    12 Things You Should Remember When Feeling Lost in Life

    12 Things You Should Remember When Feeling Lost in Life

    Even the most charismatic people you know, whether in person or celebrities of some sort, experience days where they feel lost in life and isolated from everyone else.

    While it’s good to know we aren’t alone in this feeling, the question still remains:

    What should we do when we feel lost and lonely?

    Here are 12 things to remember:

    1. Recognize That It’s Okay!

    The truth is, there are times you need to be alone. If you’ve always been accustomed to being in contact with people, this may prove difficult.

    However, learning how to be alone and comfortable in your own skin will give you confidence and a sense of self reliance.

    We cheat ourselves out of the opportunity to become self reliant when we look for constant companionship.

    Learn how to embrace your me time: What Your Fear of Being Alone Is Really About and How to Get over It

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    2. Use Your Lost and Loneliness as a Self-Directing Guide

    You’ve most likely heard the expression: “You have to know where you’ve been to know where you’re going.”

    Loneliness also serves as a life signal to indicate you’re in search of something. It’s when we’re in the midst of solitude that answers come from true soul searching.

    Remember, there is more to life than what you’re feeling.

    3. Realize Loneliness Helps You Face the Truth

    Being in the constant company of others, although comforting sometimes, can often serve as a distraction when we need to face the reality of a situation.

    Solitude cuts straight to the chase and forces you to deal with the problem at hand. See it as a blessing that can serve as a catalyst to set things right!

    4. Be Aware That You Have More Control Than You Think

    Typically, when we see ourselves as being lost or lonely, it gives us an excuse to view everything we come in contact with in a negative light. It lends itself to putting ourselves in the victim mode, when the truth of the matter is that you choose your attitude in every situation.

    No one can force a feeling upon you! It is YOU who has the ultimate say as to how you choose to react.

    5. Embrace the Freedom That the Feeling of Being Alone Can Offer

    Instead of wallowing in self pity, which many are prone to do because of loneliness, try looking at your circumstance as a new-found freedom.

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    Most people are in constant need of approval of their viewpoints. Try enjoying the fact that  you don’t need everyone you care about to support your decisions.

    6. Acknowledge the Person You Are Now

    Perhaps you feel a sense of loneliness and confusion because your life circumstances have taken you away from the persona that others know to be you.

    Perhaps the new you differs radically from the old. Realize that life is about change and how we react to that change. It’s okay that you’re not who you used to be.

    Take a look at this article and learn to accept your imperfect self: Accept Yourself (Flaws and All): 7 Benefits of Being Vulnerable

    7. Keep Striving to Do Your Best

    Often those who are feeling isolated and unto themselves will develop a defeatist attitude. They’ll do substandard work because their self esteem is low and they don’t care.

    Never let this feeling take away your sense of worth! Do your best always and when you come through this dark time, others will admire how you stayed determined in spite of the obstacles you had to overcome.

    And to live your best life, you must do this ONE thing: step out of your comfort zone.

    8. Don’t Forget That Time Is Precious

    When we’re lost in a sea of loneliness and depression, it’s all too easy to reflect on regrets of past life events. This does nothing but feed negativity and perpetuate the situation.

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    Instead of falling prey to this common pitfall, put one foot in front of the other and acknowledge every positive step you take. By doing this, you can celebrate the struggles you overcome at the end of the day.

    9. Remember, Things Happen for a Reason

    Every circumstance we encounter in our life is designed to teach us and that lesson is in turn passed on to others.

    Sometimes we’re fortunate enough to figure out the lesson to be learned, while other times, we simply need to have faith that if the lesson wasn’t meant directly for us to learn from, how we handled it was observed by someone who needed to learn.

    Your solitude and feeling of lost, in this instance, although painful possibly, may be teaching someone else.

    10. Journal During This Time

    Record your thoughts when you’re at the height of loneliness and feeling lost. You’ll be amazed when you reflect back at how you viewed things at the time and how far you’ve come later.

    This time (if recorded) can give you a keen insight into who you are and what makes you feel the way you feel.

    11. Remember You Aren’t the First to Feel This Way

    It’s quite common to feel as if we’re alone and no one else has ever felt this way before. We think this because at the time of our distress, we’re silently observing others around us who are seemingly fine in every way.

    The truth is, we can’t possibly know the struggles of those around us unless they elect to share them. We ALL have known this pain!

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    Try confiding in someone you trust and ask them how they deal with these feelings when they experienced it. You may be surprised at what you learn.

    12. Ask for Help If the Problem Persists

    The feeling of being lost and lonely is common to everyone, but typically it will last for a relatively short period of time.

    Most people will confess to, at one time or another, being in a “funk.” But if the problem persists longer than you feel it should, don’t ignore it.

    When your ability to reason and consider things rationally becomes impaired, do not poo poo the problem away and think it isn’t worthy of attention. Seek medical help.

    Afraid to ask for help? Here’s how to change your outlook to aim high!

    Final Thoughts

    Loneliness and a sense of feeling lost can in many ways be extremely painful and difficult to deal with at best. However, these feelings can also serve as a catalyst for change in our lives if we acknowledge them and act.

    Above anything, cherish your mental well being and don’t underestimate its worth. Seek professional guidance if you’re unable to distinguish between a sense of freedom for yourself and a sense of despair.

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    Featured photo credit: Andrew Neel via unsplash.com

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