The GTD® Virtual Study Group 039: Getting CRM Done: Using GTD to Help with Customer Relationship Management
Jan 28, 2010
Discussion about juggling multiple contact systems and using Outlook as a lightweight CRM. Tips on CRM tools like Salesforce, Daylite, and PlanPlus workarounds. Strategies for follow-up persistence, tracking commitments, and deciding when to scale to dedicated CRM software.
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Episode notes
Let GTD Drive CRM Reviews
- Use your GTD system to drive CRM follow-ups by creating regular review tasks for potential and current customers.
- Ryan set recurring to-do items to review customers and then document communications in the CRM for follow-up actions.
PlanPlus Snoozes Contacts Into Next Touchpoint
- Trish used FranklinCovey's PlanPlus Outlook add-in to treat contacts as projects and snooze them until the next touchpoint.
- She records call notes, clicks a reminder for three months, and the contact disappears until the reminder returns.
Categorize Contacts By FollowUp Cadence
- Categorize contacts by engagement cadence (active, three-month, six-month) and review them at set intervals to move opportunities forward.
- Augusto keeps memos per company and searches notes to find past conversation details quickly.
