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I don't think you copy the whole Facebook thing.
I envision a pretty transparent system where you can see the activity of your team and the activity of your contacts.
You would also get alerts if someone from your firm had lunch with one of your top contacts.
On another note, I think the whole concept of Leads and Opportunities needs to be rethought.
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In Topic: Follow Feature
06 March 2012 - 09:05 PM
In Topic: Concept #8: Becoming the User's "Trusted System"
06 March 2012 - 09:00 PM
Pmaxx,
It would be nice to not have to enter data multiple times (although people might be in different suites and departments, which could be an extra field you have to fill out each time). Maybe that complicates things on the database side, I don't know.
A feature like that is something that I imagine needs to be decided and thought through very early on in the process.
Sacha,
If you do mass emails to general email boxes or do print pieces to companies with no indication of who it is for, it goes to the receptionist and they throw it in the trash.
The system really needs to essentially force people to make good decisions. One good decision is to stop sending stuff out to addresses with no name attached.
It would be nice to not have to enter data multiple times (although people might be in different suites and departments, which could be an extra field you have to fill out each time). Maybe that complicates things on the database side, I don't know.
A feature like that is something that I imagine needs to be decided and thought through very early on in the process.
Sacha,
If you do mass emails to general email boxes or do print pieces to companies with no indication of who it is for, it goes to the receptionist and they throw it in the trash.
The system really needs to essentially force people to make good decisions. One good decision is to stop sending stuff out to addresses with no name attached.
In Topic: Concept #8: Becoming the User's "Trusted System"
28 February 2012 - 04:05 PM
I'm just saying that an address is associated with a person. People have relationships with people, not companies.
Now, it may be an idea to let the user indicate the relationship between contacts. For example, you may be able to indicate that Joe works for Diane or that Diane is in the same division as Steve, but doesn't report to him.
That way when you look at the company, you could see something akin to an org chart.
Like you seem to be alluding, I haven't seen a document that identifies "who exactly is Zurmo for and what exactly does it intend to do."
When you try to appeal to everyone, you appeal to nobody.
Now, it may be an idea to let the user indicate the relationship between contacts. For example, you may be able to indicate that Joe works for Diane or that Diane is in the same division as Steve, but doesn't report to him.
That way when you look at the company, you could see something akin to an org chart.
Like you seem to be alluding, I haven't seen a document that identifies "who exactly is Zurmo for and what exactly does it intend to do."
When you try to appeal to everyone, you appeal to nobody.
In Topic: Concept #2: All essential input tasks from one page
27 February 2012 - 06:44 PM
One contact system that does this really well is Cobook.
In Topic: Concept #8: Becoming the User's "Trusted System"
27 February 2012 - 06:42 PM
Pmaxx,
Help me understand why you would need multiple addresses for a corporation of agency. What action are you going to take with that address information?
The focus should be on people, not companies. And when you look at a large client, like Linkedin, you should first see
1. the people you know,
2. then see the people others in the system have in their hotlist,
3. then see the people others currently in your firm know,
4. then contacts of users who are no longer in the system knew,
5. and then random people just entered into the system that nobody knows.
Or you should be able to define who you are looking for and see people in that order. It goes back to the concept of reverse social network.
Help me understand why you would need multiple addresses for a corporation of agency. What action are you going to take with that address information?
The focus should be on people, not companies. And when you look at a large client, like Linkedin, you should first see
1. the people you know,
2. then see the people others in the system have in their hotlist,
3. then see the people others currently in your firm know,
4. then contacts of users who are no longer in the system knew,
5. and then random people just entered into the system that nobody knows.
Or you should be able to define who you are looking for and see people in that order. It goes back to the concept of reverse social network.
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- → Viewing Profile: Posts: matthandal
