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    There’s no doubt that your mobile phone contact list and calendar are important. Heck, you use them everyday. But what if you could get more value from your contact list, your calendar, and even your phone? Using a contact manager will help you do just that. Contact management is more than just a list of names, numbers, email addresses, and a calendar. Mobile phone contact management is all about turning the contacts in your list into mutually beneficial relationships. Let’s look at how you can derive more value by managing contact details, organizing contacts into meaningful categories, and having an integrated calendar that creates comprehensive contact logs.  

    Managing Contact Details
    Contact details are the most important part of contact management. Apart from the standard address and contact information, there are many details about a contact that, when leveraged, can set you apart from your competitors. Let’s say you’re a sales professional trying to close that big deal and your customer needs a quote by the end of the week. If you’re using a contact manager, you’re able to record the details of the request, schedule a to-do to send the quote, and when you send it, it’s automatically logged so you have a history of your relationship.  

    Recording, tracking, and leveraging details about your relationships can mean the difference between closing the sale and losing out to a competitor. A savvy sales professional will make use of relationship details to deliver what’s important to customers and build sustainable relationships. Remember, people deal with people they like.

    Contact Log
    The ability to instantly recall details about conversations and activities with your customers is a powerful thing. Not only does it showcase your professionalism, it shows you care. And that’s what relationships are all about. When was the last time you talked to an important client? And what was the outcome of the call, meeting or email exchange? Retaining these details ensures consistent and effective communication. With a contact manager that automatically records your customer interactions, you have all the details of your relationship at your fingertips. 

    OrbitsYour Spheres of Influence
    Grouping contacts by orbits, or spheres of influence, allows quick and easy access to those contacts and enables you to leverage relationships and build business strategies based on the needs of specific groups of contacts. Orbits make it effortless to schedule group events and send group notifications. You could create an orbit of your family members for quick contact. Or group your favorite restaurants, making your turn to suggest a lunch spot quick and easy.

    Calendar Integration
    Contact management also includes the ability to schedule appointmentscalls, meetings and to-do’swith your contacts. As you schedule an activity, you select participants, and the activity is recorded on the contacts' records. Even when weeks or months go by between interactions, you'll know how you last interacted and have easy access any notes you recorded from that last conversation.

     

    You might have started by asking yourself, "Do I need a contact manager?" We suggest asking a better question:  “How successful do I want be?” The answer to the second question may be determined by the way you answer the first.

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    Effective selling, as you may have experienced, is also great story-telling. Stories matter, they mean something and help to paint a picture, and ideally, to inspire another person. Real life stories can touch a person’s heart and soul. Recently, as a result of an article I was writing for another publication, I was asked what I have done for a living, and why I’m a big believer that effective contact management is such an integral part of successful selling. Here’s my true story that led this belief.

    The Background 

    I started my career with IBM in 1975 as a sales guy selling mainframes. It was not yet a PC- or Mac-based world. I cold-called on the CEO of a very large distribution company late on a Friday afternoon. I got to speak with him, but literally for only about two minutes. In that period of time he told me that he couldn't talk then because he was getting ready to leave for a two-week skiing vacation with his family in Colorado.  He said that I was welcome to contact him upon his return. When I left that sales call and returned to my car, I “scheduled” a follow up in my DayTimer for three weeks out and noted two very important things - his executive assistant's name, and to ask him about his Colorado skiing vacation with his family.

    The Follow Up

    Three weeks later I called him. I addressed his executive assistant by name. Once connected to the CEO, and after identifying myself, the first words out of my mouth were "Mr. Smith, how was your family skiing vacation in Colorado?" Silence, for a few seconds that seemed longer. Then he said, "You know, you're probably a pretty smart guy if you’re working for IBM, and you’re probably assuming that your competitors are trying to sell me a computer system as well, which would be a correct assumption. They have all called on me in the last few weeks as you did, and each of them knew that I was going on the skiing vacation. Since I've returned they have all already contacted me, and you are the last one to do so. But, and this is what stands out, you are the only one who asked me how my vacation went. What that tells me is that you listened to me, you showed that you care about what I say, and that you are a professional. I like to deal with professionals and I like to deal with people I like, so yes, let's set up that meeting." I sold him an IBM computer solution! I never forgot what he said and what seemed incidental, perhaps even trivial, to me at the time. Remembering that personal detail was the key – the key to him buying, and the key to me selling better. Two simple details that were recorded, recalled, and used, in a then paper-based system, had made the difference. Using technology today allows me, and you, to do it even better.

     So remember, little things don't mean a lot....they mean everything! You just never know which detail may be the one to make the difference. How are you managing those details? 

     

    I am always interested in effective selling stories. Please feel free to contact me at [email protected] and tell me yours.

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    Or maybe I should say “When is a phone not just a phone?”. Your phone can play a mission-critical role in your business with the right apps.  At center stage is a good contact manager.

    If you’re a mobile professional with many clients, customers or business contacts, there’s a chance you have asked yourself  “Is there a better way to manage contacts on my iPhone?” In our increasingly fast-paced and distracted world, effectively managing customer information will help you build long-lasting business relationships. The iPhone address book that comes preloaded on your phone, however, lacks the functionality to help you build these relationships.

    If names and addresses are all you need to track, then the native iPhone apps may suit you just fine. However, just knowing someone’s phone number never won a deal, sold a house or garnered a new, high-profile account.  Yes, you need the phone number or email address to make the initial contact, but that is NOT what separates you from the pack. It’s the rapport you build with your client that sustains and elevates the business relationship. A contact manager allows you to effortlessly track and instantly access all the details about your relationships. A contact manager also has a calendar that is linked to contacts, so scheduling calls, meetings and to-dos is quick and easy. Lastly, a contact manager lets you record unlimited notes for each contact, and automatically creates a chronological log of all of your interactions. With a contact manager, you can build a dossier for each of your relationships, so you’re on top of all the details.

    Make sure you choose a contact management app that is right for you and the way you do business. Choose an app with the flexibility to customize it so you can track the information you need for your business.  

    Data accessibility may seem like a no-brainer.  Your phone is with you all the time right? But many of the mobile contact manager apps rely on internet connectivity to access your contact data and calendar. Make sure you have anytime, anywhere access without relying on the availability of an internet connection to recall important details. 

    Most of us take our phones for granted and view them as nothing more than a utilitarian way to communicate.  Well, it’s time for you to start realizing some ROI with your phone.  After all, it’s with you all the time.  Why not make it work for you? 

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    With a wide array of apps available, you may ask: “What is the best iPhone contact manager for me?” Choosing the best iPhone contact manager requires a number of considerations. Do you require anytime, anywhere access to your contact data? Is your phone your "go-to" computing device? How important are relationships and calendar management to your business success?

    The ability to automatically and chronologically record the conversations and interactions you have with your contacts is a helpful tool for turning your contacts into relationships. We all know that people deal with people they like.  What makes you like a person? It can be as simple as a someone remembering your birthday or asking about your recent vacation. It's the little things, in addition to the attention to business details that will set you apart from your competition.

    How often has a person you’re dealing with missed a commitment? Whether it's the contractor giving you a bid on your next home improvement project or the financial manager in charge of your portfolio -- a couple of missed appointments, phone calls or follow-ups and you’re likely to look to the competition next time you’re in need of a product or service. Calendar management and reminders are essential components of contact management, and help you stay on top of your commitments.

    Another consideration when choosing a contact manager for your iPhone is customization. You want an app that works the way you do. The ability to customize fields and other areas of the app will ensure a successful experience and make contact management a part of your daily routine. Effective contact management leads to personal and profitable relationships that lead to success.

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    Today we are all equipped with a variety of social media and other technical ways to connect to people - Facebook, LinkedIn, Twitter, Skype, Instant Messaging, etc., to name a few. Along with this trend, a complacent acceptance of new meanings applied to the words "friend" and "follower" has emerged. Does the meaning of "friend" that you understood just a few years ago mean the same thing to you today? I don’t think it does. So what's changed?

    As useful and beneficial as these new technology products are to us, they also have changed what constitutes relationships. Essentially, they are what I call the "Me-Centric" approach to relationships. How many "Friends" do "I" have? How many "Followers" do "I" have? The focus is clearly on me. The relationships are quantity, rather than quality. They are unfocused, rather than focused. They are also, for the most part, public vs. private. So, they lack any sense of exclusivity. In other words, today's "friendships" are more of a commodity. Dare I even suggest they are a hyper-commoditized illusion of real relationships? Like you, I have enjoyed reconnecting with people from my past, but I would not say that these associations have produced any sustainable and substantive relationships. I simply enjoy it for what it is - a pleasant means of superficial connection in a wide, albeit shallow, landscape.

    Conversely, the "You-Centric" approach is focused on quality and value in the development of relationships. VIPorbit Mobile Relationship Management for the iPhone is specifically designed for this purpose, to assist you in creating not only more, but more effective, relationships. Contact management such that each relationship that you develop has an exclusive orientation. Exclusivity is an essential ingredient in the creation of value between two people. And, it's about others, not about you. What you know about others, exclusively rather than publicly, helps facilitate understanding about how to meaningfully contribute to the relationship. In other words, it is about delivering value, rather than deriving value, that elevates your value to your relationships. It’s about what you give, not just what you get. This relationship-building approach creates trust, respect and regard, and has the potential to produce sustainable mutual benefit. But like anything of value in life, it needs to be protected, regarded and maintained.

    Start building relationship value today with VIPorbit Mobile Relationship Management.

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