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CRM for customers, searchable communications (text, google apps) and social media for biz contacts. Formal tracking is time consuming when I can just search for
by boxcardavin 12y ago
CRM 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.