Would You Like Contact Management With That?
The heart of any small business ...
Posted by Steffi Lewis on 16/03/2021 @ 8:00AM
I'm always looking to improve my clients' experiences with our digital marketing platform and although they all love the weekly blogging, the social media automation and the mailer system, there's always room for improvement. We've now released our new contact management system ...
Good contact management is the heart of any small business!
copyright: bowie15 / 123rf
It's been in development for a long time. I created an initial version some years ago, but feedback from those that tested it was that it was overly complicated and slightly confusing. Ok, I'll take that on the chin. Trying to balance contacts, industries, stages and sources and wrap them in custom emails was complicated.
"So, I decided to go back to the drawing board!"
The funny thing is though, that other priorities came up and so the contact management project fell by the wayside and remained only as a niggle in the back of my mind ... something that disappointed me each time I thought about it. I resolved to get it sorted, but it needed to be far simpler and easy to use that the first version was.
Roll forward a couple of years and I'd just integrated a new popup enquiry form system and wanted somewhere to send the enquiries. I thought, "Hey, I'll create a selling system where I can take the enquiries, figure out what the person wants and progress the enquiry through to the launch of a squeaky clean new blog. What a great idea!". But, as with many projects small business owners start, it didn't end up like that.
"It turned into a super simple, easy to use contact manager!"
Yes, I can feed in new enquiries into it and yes I can progress those enquiries through stages, but I realised I needed to keep track of all my contacts, not just new enquiries, so I went back and looked at the original version I'd created a few years ago and figured out what I liked and didn't like about it.
And just a few short weeks of furious coding later, I started populating the new version with all my BNI, 4N and other contacts I had on business cards, bits of paper, spreadsheets and in my head
I'm thrilled it's so good and here's why:
It allows you to define up to 16 sections to organise the people I know
Contacts can be moved between sections quickly and easily
All the usual contact details are included
I've added in lots of ways to keep in touch like direct links to Facebook, Twitter and LinkedIn
You can even trigger Facebook Messenger and WhatsApp conversations
The finishing touch was to add in their profile picture with a publicly accessible image
There's an extensive notes section
There's an easy way to share a contact's details with others
You can big them up on social media
Records can be tagged so you can concentrate on them and they appear at the top
It can send SMS messages. Just don't spam people or I will switch it off!
And finally, you can define standard emails that you select and send individually
Because it's so new, I've also added bug report and feature request emails too.
So, our new contact management system is available to all existing clients on request and I'll talk them through setting it up although it is very, very simple. There is no extra charge to add this feature to their blogging platforms and it will be available with all new blogs.
But here's the very cool thing: You don't need to blog with us to use it! For just £9.99 per month, you can get it as a separate product with your own secure login, domain name and SSL certificate so you just log in and go! I'll be producing a written user guide and video to support you with getting started.
It's been a long-time coming, but it was totally worth the wait.
Until next time ...
Would you like to know more?
If anything I've written in this blog post resonates with you and you'd like to discover more, it may be a great idea to give us a call on 0333 335 0420, or enter your email address above to start your fully-featured 7-day free trial!
About Steffi Lewis ...
Developer, blogger, photographer, videographer, foodie, cat lover, sci-fi nut, cancer survivor, countryside dweller, and Creator In Chief of The SLO Personal Contact Manager.
I've also worked as a professional photographer in Los Angeles, USA and been a Vision Mixer and Producer for live television in my time.
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