Just wanted to throw an idea in the group. I have noticed that my big weakness in terms of follow-up of leads & to-dos is that after a while I forgot that behind my big list of things I need to do are real human beings.
I can consistently hit my goals if I keep in mind that each to-do will help someone. "Get in touch with Andre because he needs samples" vs. "Send samples to Company XYZ".
I'm a nerd. I sometimes need reminding that I'm doing this for other humans.
In short, I would love to see a CRM-like tool with a visual focus on faces (portraits) & names. If I SEE people I'm more likely to follow up.
Anyone has seen / built something like this before?
Agree Needed. Most CRM's built on ROW/Column DB tech and super clunky to use. At my day job using SFDC has around 60 Fields to fill out for 1 opportunity. Spend more time filling out than speaking with clients