Time management. Project management. Relationship management. They all have one goal in common: maximizing opportunity. In both personal and professional pursuits, we all seek to make the most of the opportunities that come our way, or the opportunities we actively pursue. Like so many goals in life, that is more easily said than done.
Just take a look in the app stores; a simple search for a “manager” will yield a wide assortment from which to choose. The problem then isn’t in a lack of tools to manage opportunities, but the difficulty of employing one successfully. When you find a solution that hits the mark with regards to integrating most of what you need, it’s prudent to apply a little creativity to really put it to work for you in the most effective way possible.
There was an advertisement on TV the other day in which a gentleman asked people to choose the right tool for a job and gave them two options, one rudimentary and one more advanced. Without fail, the people in the commercial chose the more effective. Well, duh! But in our everyday lives, it’s not just the selecting of the tool that affects the results we achieve, but the implementation.
Earlier this week, I received an email from a new user of our recently released apps, Vipor Plus–All-in-One Calendar and Contacts. He’s the CEO of a company in the healthcare industry, and after hearing about Vipor Plus, he downloaded it. He soon discovered that due to its Orbit (group) architecture that he was able to employ his creative juices to effectively manage opportunities.
Many try, most without success, to tag or label contacts, aka “opportunities,” by means of custom fields, but that can lead to “missed” opportunities. However, the ability to group those opportunities into Orbits he can share with the team members who are actively involved in pursuing those opportunities is making a huge difference for them. He touted Vipor Plus’ and its “unbelievable power and the seemingly limitless ways to customize for our workflow.” For his organization, they track opportunities by means of shared Orbits for “Contacted,” “Scheduled Meeting,” “Sent Proposal,” “Set Terms,” and “Closing.”
Another new user discovered the advanced creative capability of Orbits by stating, “The Orbits allow you to focus time and energy on specific groups—great when, like me, you run three businesses, are active in two charities, and have a big family!” Think about it…wouldn’t you like to streamline all of the seemingly independent elements of information in a way that makes sense to you and those with whom you choose to share?
A custom field across an entire database has major limitations. By organizing opportunities into groups or Orbits, you can create targeted focus and maximize your results when you share specific information. It doesn’t matter what solution you’re using to manage your own personal and professional opportunities; what matters most is tailoring that tool to suit your needs. While Vipor Plus isn’t designed specifically to sort contacts through a sales funnel, we’ve seen users do just that by means of organizing by Orbits to represent the different phases of the sales process: An Orbit for Leads, an Orbit for “30 Days,” “60 Days,” “90 Days” and so on.
I’m constantly impressed and inspired by Vipor users who are able to see ways to customize and adapt our solutions. Reconsider your own methods for evaluating business tools. No platform is perfect, but with creativity and consistency, you might find yourself managing more opportunities that turn into success stories!