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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 November 15, 2018

    Success In Reaching Goals Is Determined By Mindset

    Success In Reaching Goals Is Determined By Mindset

    What do you think it takes to achieve your goals? Hard work? Lots of actions? While these are paramount to becoming successful in reaching our goals, neither of these are possible without a positive mindset.

    As humans, we naturally tend to lean towards a negative outlook when it comes to our hopes and dreams. We are prone to believing that we have limitations either from within ourselves or from external forces keeping us from truly getting to where we want to be in life. Our tendency to think that we’ll “believe it when we see it” suggests that our mindsets are focused on our goals not really being attainable until they’ve been achieved. The problem with this is that this common mindset fuels our limiting beliefs and shows a lack of faith in ourselves.

    The Success Mindset

    Success in achieving our goals comes down to a ‘success mindset’. Successful mindsets are those focused on victory, based on positive mental attitudes, empowering inclinations and good habits. Acquiring a success mindset is the sure-fire way to dramatically increase your chance to achieve your goals.

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    The idea that achieving our goals comes down to our habits and actions is actually a typical type of mindset that misses a crucial point; that our mindset is, in fact, the determiner of our energy and what actions we take. A negative mindset will tend to create negative actions and similarly if we have a mindset that will only set into action once we see ‘proof’ that our goals are achievable, then the road will be much longer and arduous. This is why, instead of thinking “I’ll believe it when I see it”, a success mindset will think “I’ll see it when I believe it.”

    The Placebo Effect and What It Shows Us About The Power of Mindset

    The placebo effect is a perfect example of how mindset really can be powerful. In scientific trials, a group of participants were told they received medication that will heal an ailment but were actually given a sugar pill that does nothing (the placebo). Yet after the trial the participants believed it’s had a positive effect – sometimes even cured their ailment even though nothing has changed. This is the power of mindset.

    How do we apply this to our goals? Well, when we set goals and dreams how often do we really believe they’ll come to fruition? Have absolute faith that they can be achieved? Have a complete unwavering expectation? Most of us don’t because we hold on to negative mindsets and limiting beliefs about ourselves that stop us from fully believing we are capable or that it’s at all possible. We tend to listen to the opinions of others despite them misaligning with our own or bow to societal pressures that make us believe we should think and act a certain way. There are many reasons why we possess these types of mindsets but a success mindset can be achieved.

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    How To Create a Success Mindset

    People with success mindsets have a particular way of perceiving things. They have positive outlooks and are able to put faith fully in their ability to succeed. With that in mind, here are a few ways that can turn a negative mindset into a successful one.

    1. A Success Mindset Comes From a Growth Mindset

    How does a mindset even manifest itself? It comes from the way you talk to yourself in the privacy of your own head. Realising this will go a long way towards noticing how you speak to yourself and others around you. If it’s mainly negative language you use when you talk about your goals and aspirations then this is an example of a fixed mindset.

    A negative mindset brings with it a huge number of limiting beliefs. It creates a fixed mindset – one that can’t see beyond it’s own limitations. A growth mindset sees these limitations and looks beyond them – it finds ways to overcome obstacles and believes that this will result in success. When you think of your goal, a fixed mindset may think “what if I fail?” A growth mindset would look at the same goal and think “failures happen but that doesn’t mean I won’t be successful.”

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    There’s a lot of power in changing your perspective.

    2. Look For The Successes

    It’s really important to get your mind focused on positive aspects of your goal. Finding inspiration through others can be really uplifting and keep you on track with developing your success mindset; reinforcing your belief that your dreams can be achieved. Find people that you can talk with about how they achieved their goals and seek out and surround yourself with positive people. This is crucial if you’re learning to develop a positive mindset.

    3. Eliminate Negativity

    You can come up against a lot of negativity sometimes either through other people or within yourself. Understanding that other people’s negative opinions are created through their own fears and limiting beliefs will go a long way in sustaining your success mindset. But for a lot of us, negative chatter can come from within and these usually manifest as negative words such as can’t, won’t, shouldn’t. Sometimes, when we think of how we’re going to achieve our goals, statements in our minds come out as negative absolutes: ‘It never works out for me’ or ‘I always fail.’

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    When you notice these coming up you need to turn them around with ‘It always works out for me!’ and ‘I never fail!’ The trick is to believe it no matter what’s happened in the past. Remember that every new day is a clean slate and for you to adjust your mindset.

    4. Create a Vision

    Envisioning your end goal and seeing it in your mind is an important trait of a success mindset. Allowing ourselves to imagine our success creates a powerful excitement that shouldn’t be underestimated. When our brain becomes excited at the thought of achieving our goals, we become more committed, work harder towards achieving it and more likely to do whatever it takes to make it happen.

    If this involves creating a vision board that you can look at to remind yourself every day then go for it. Small techniques like this go a long way in sustaining your success mindset and shouldn’t be dismissed.

    An Inspirational Story…

    For centuries experts said that running a mile in under 4 minutes was humanly impossible. On the 6th May 1954, Rodger Bannister did just that. As part of his training, Bannister relentlessly visualised the achievement, believing he could accomplish what everyone said wasn’t possible…and he did it.

    What’s more amazing is that, as soon as Bannister achieved the 4-minute mile, more and more people also achieved it. How was this possible after so many years of no one achieving it? Because in people’s minds it was suddenly possible – once people knew that it was achievable it created a mindset of success and now, after over fifty years since Bannister did the ‘impossible’, his record has been lowered by 17 seconds – the power of the success mindset!

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