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I keep customers and business contacts separate, both in my head as well as digitally. There are too many biz people to meet and you'll either go crazy trying t
by boxcardavin 12y ago
I keep customers and business contacts separate, both in my head as well as digitally. There are too many biz people to meet and you'll either go crazy trying to keep up, or it will just be a time consuming 'hobby' cataloguing all of your interactions. Those relationships are like friendships -- If you don't see someone and talk to them enough to know what's going on with them, then they aren't good contacts. Yet.
- jtfairbank 12y agoSure thing, but how do you track them digitally?
- boxcardavin 12y agoCRM for customers, searchable communications (text, google apps) and social media for biz contacts. Formal tracking is time consuming when I can just search for the person and review what we've talked about. I keep hashtagged notes all over the place (in emails, Slack, Trello) that I can search if I need to, but I rarely do. Being scientific about tracking interactions seems less important to me than being able to read the social queues I'm getting that day.