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Gmail as a CRM (Customer Relationship Management)?

Gmail as a CRM (Customer Relationship Management)?

Luca Reginato at his blog has written a piece on how to use gmail as a CRM. He have used many of the enterprise CRM solution like Siebel and salesforce.com etc but those did not give him good experiences. He came up with an idea – can he apply the requirements on a CRM and fits into Gmail?

… Gmail gives you thee dimensions in order to manage your customer relationships,
label, priority, and time.
label: all you need are 4 labels: info, lead, todo, done.
priority: the star stamp, don’t abuse it, if you thinking that you have more than 3 high priority issues you’re misjudging.
time: gmail intrinsically add a precise timestamp to all your conversation, and when you search your valuable customer informations, it shows you the results in a perfect LIFO – reverse chronological order.

Read his instruction and thoughts on this topic. What do you think of this idea? I think it proves the concept but it has some disadvantages – Privacy would be the first thing that I worry about. Multiple users access would be the second one.

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Gmail as CRM (Customer Relationship Management)

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Leon Ho

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Last Updated on August 15, 2018

Book summary: A Technique for Producing Ideas

Book summary: A Technique for Producing Ideas

Kirby Ferguson has written a summary for the book A Technique for Producing Ideas. Generating good idea is a fine art, if you have mastered it you will be successful in many fields. The author of the book, James Young, describes five steps on a technique of combining old elements together:

  • Gather new material, both specific and general.
  • The Mental Digestive Process
  • Drop it
  • Poof, the idea appears
  • Work it

Kirby also brought out his own thoughts – drop down every ideas you have in mind – You mind is not always as good as paper and sometimes it only stays for a short period of time. After you’ve dropped your ideas into your notepad, you will also have extra chances of linking and modifying your ideas together.

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Book summary: A Technique for Producing Ideas – [Goodie Bag]

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