This is not what you think it is.
I am not asking for software. But this thread belongs in the gagets section because people often come here to find a software that "does what Act does", or "does what Goldmine does", or "does what Covey does".
So...without refering to actual software...what is the does that these softwares does?
What is the does that would help me in my sales efforts even if software did not exist?
I realize that if I just keep track of my calls in a log book, they are not attached to a customer or a project, so I have to sort through the call log to see who I talked to and what about. I realize that my quotes are on my computer in my "Quotes 2006" folder all together. I realize that my contacts work for a company where there are other contacts and other opportunites that I do not know about.
What is a good book or website that discusses this. Not a book that talks about how to sell, meaning what to say and how to qualify the customer and the opportunity. I mean the day to day stuff that could help me stay organized.
I realize that GTD is all about projects and next actions. But what about linking the calls, contacts, documents, and projects together?
This is a process that can be defined outside of any actual system. We are not used to defining a process separate from a system because we like to jump to what we and see and touch, but a process defined by a flow diagram can outline a process without refering to file cabinets, folders, computers, or specific software.
I was thinking about this when I was reading the typical post here that goes something like "How do I use a palm/PocketPC with outlook to keep track of my sales/contacts/ect." And I was realizing that I basically learn what the software that I have does and use it the way it was designed to be used, but other people have this...way...process...system...in their heads that they want to forge a way for their tools to provide them the benefits of that way.
A guy I used to work with had a Franklin Covey calender/binder where he would note on the calender day his call or visit to his customer, and then back in another section he would journal his calls and visits related to that customer. This was a fairly simple system for him because he had one contact per business that he dealt with and his opportunites where fairly linear.
But I have several contacts at each of my customers, and several projects with those customers, and I may talk to different members of a team for that project. Hey, I guess that my "contact" or my "customer" could be a team instead of a person.
Anyway. How do you keep track of your customers/opportunites/quotes/calls-visits in a system where they are cross indexed or linked together?
I have been on my computer all day trying to get midi ringtones into my phone and I am about to go nuts.