contact management

Contact Management

I finally made my mind about how I will manage my contacts. We all have business contact and family/friends contact. I was not sure if I should sync them between Google and Salesforce but after thinking about it, my call is yes. At first I was only updating my Salesforce contact to Google and not my Family/friends one. Than I realize that I was mainly updating my contact in Google because I was using mainly Google all day long. I was not going back to Salesforce just for update. It is more convenient to stay in Google and do it from there.

In order to avoid all contact everywhere in Salesforce, I created a new account called “Friends” and I imported all my “Family/friends” contact under that Account. Now I sync all contact between the 2 application with Appirio Personal Sync and I have always access to each of them. If a contact emails me his new cell phone, I simply update it in Google and it get sync to Salesforce.

Tags: , , , ,

Tuesday, November 18th, 2008 Technology 3,957 Comments

Set yourself in the cloud.

But first, why would someone want to be in the cloud? What difference does it make?

Well, here is my current setup: I use a desktop at home and at the office, I have laptop, sometimes I use my girlfriend’s computer and I use a Smartphone (ok, I know, the Treo 700 is not that smart, but still…). So I guess it is obvious that it sometimes it gets hard to have access to my most accurate information.

There are many tools available to synchronize but most of the time they require to install stuff on your computer and it is not always possible. So the solution is to go with only web base application, this way, no matter where I am or which device I use, I just need an internet access and I am done! Here what I did.

Step 1

I bought a new domain name (apelletier.com) and I bought a hosting package for the next 10 years at iWeb technologies (come on, just above 200$ for 10 years). I setup a Google Apps account with this domain. I now have a personal email (more personalized than a gmail account) that will never change and I also use the calendar.

To manage my contact, I opened a Salesforce.com Group Edition account (99$ / year). This way I can use the power of this CRM to track and keep a log of the activities I have with my contacts and follow all my tasks.

I also signup for Appirio Personal Sync to synchronize automatically my info between Google Apps and Salesforce. All the information in both calendar and contact are now sync.

Step 2

I have install Wordpress on my hosting account to start blogging about my passions and I have personalized it with a new theme. This blog will become the center piece of my online presence.

I also have an active profile on LinkedIn to manage my professional network and of course I have a Facebook account for my social life.

Google Apps and Salesforce get most of the job done, but I still need to find a solution to have my bookmark everywhere. This is why I use Delicious. It is very easy to manage and access my bookmarks online.

Next step

The next real challenge is to have my contact sync with my phone. There is no easy way for now, except if you have the new T-Mobil G1 Android phone (Techcrunch review) that sync with Gmail contact, but beside that I still need to find something.

Also, I’m not 100% done with managing my personal contacts. I’m still wondering if they should or not be in my Salesforce.

Google Docs is interesting, but I so use to Office that it might take me a little longer to switch for that.

Lastly, I have a Twitter account, but I haven’t start using it so far. Maybe it will come, I’m not sure of the value yet.

Tags: , , , , , , , ,

Wednesday, November 12th, 2008 Technology 5,244 Comments