Hello, reader of my blog!
I meet lots of people.
I can't keep track of everyone.
This is costing me all sorts of bad things. I'm missing opportunities to connect with good people, and since 90% of interesting things in life are the result of connecting with good people, I think this is really a big leak of good things from my life.
I've decided to get a CRM-like system. CRM stands for "customer relationship management" - it's commonly used in sales to track what communication you've had with a prospect/client/etc in the past. Have they gotten a brochure? Have you talked with them on the phone? Did you followup after they bought? How happy were they? Did they fill out a testimonial? Did they refer anyone? Did you send them a gift for referring someone? What's their birthday? Etc, etc.
As you can imagine, CRM systems can be super powerful if you build it right.
Now, a traditional CRM is built and based much more around the sales process and followup from that. Unfortunately, I don't have any such rigid process with my life. Some people I communicate with solely by email, swapping science articles and book recommendations. Some people I'm in very close touch with, covering tons of ground. Some people I'm friends with but only in touch 1-2 times per year, but they're business owners and I really should keep track to make sure I send them anything particularly relevant to their business I find.
And I don't do this, because I'm not organized with any sort of CRM-like system.
Stepping back a moment, "CRM" is the technical term used for sales. What I'm actually looking for is just a kind of "relational database" - what's that? It's a bunch of information you can sort by different fields.
It's actually a relatively simple concept on the surface, but built correctly for a given purpose, it can be very very useful.
So, I want one. I kept trying to build my own (with Filemaker Pro mostly) or research the tons of options that are out there, but I'm conceding defeat on this one and giving a nod to... well, all of my readers, but hopefully you.
If you're knowledgeable about CRM or relational databases or know someone who is, you can be a huge help to me.
Here's my basic minimal viable use case:
I'm going through my email. Someone I don't know writes me. I add their info to the system - name, location, occupation, whatever I know. Later that day, I talk on the phone with a friend of mine. I pull open the database in front of me and add some notes on a book recommendation he gave me. Later, I buy someone a copy of a book. I note down that I bought that book for the person. I get given a pair of boots as a gift. I mark down that the person gave me a pair of boots.
I'm planning a trip to Beijing. I search "Beijing" and everyone who lives in Beijing or is connected with the city comes up. I'm working on a job that would be really exciting and well-paying for a talented photographer. I search "photography" and all the photographers in the database come up. I finish reading "The Invisible Gorilla" and I do a search on that title to see who recommended it to me, so I can follow up with them and say thanks for the recommendation.
That's all I need for this thing to be super valuable for me. I can input data easily and search it easily. Sure, there's a million fancy features I'd like, but that plus a good interface is all I need to make this super useful.
I'd like to track fields like -
*Current relationship with them
*Most recent contact/etc
*Their life goals
*Their travel history
*Their desired future travels
*Hobbies they wish to do in the future
*Things they wish to own
*Gifts I've bought them
*Employment background/business background
*Deals we've done
*Jobs I've done for them
*Jobs they've done for me
*Things they've recommended to me/instructed me to do
*People they've introduced me to
*Do I want them on one of my counsels?
*Next thing I'd like to have happen with them
*Contact info: Phone numbers/mailing addresses/email/Skype/etc
And here's an example of the options to have in a field -
*They're not aware of me
*They're aware of me/no contact
*Blog reader/on my email list/etc
*We've made light contact (email/phone/etc)
*Acquaintances and we've haven't met in person
*Acquaintances and we have met in person
*Friends - we've hung out and can hang out
*On one of my counsels
*I'm on one of their counsels
*My client - I work for them
*Customer of a company I have a stake in
*Business associates - affiliates, other business partners
*Works for me - employee at one of my companies
*Works for me - personal staff
*Works for me - professional staff (accountant, lawyer, etc)
Other requirements: Needs to work offline (Windows). Needs to either be easy to extend/modify later OR easy to export data from it to import into a future system.
That's all I need. There's probably a million other potentially useful features, but just the above would be super amazingly useful to me.
If there's something that's going to work for this well out of the box and you know of it, let me hear your recommendation and you're a saint in my book. If I need to build or customize something, I'm willing to throw some cash at this. If I need something built or customized and you've got the skills to do it, I can throw some cash at you or otherwise make myself of assistance - either professionally or personally. I'm versatile and useful and this system is going to make me much more effective, so definitely get in touch if you can help me with this.
Update, 22 hours after posting: Wow, thanks for all the feedback. I'm going to check out all the options and I'll reply to everyone within 48-72 hours or so at the latest. Thanks again. If you're just seeing this now, I'd still love to hear your take if you're knowledgeable, so shoot me an email or comment :)
Subscribe to SEBASTIAN MARSHALL
Get new posts sent to you. If you change your mind later, unsubscribe with one click.
You're a member of this community! Use the buttons on the right to vote on this post or share it with others. Or leave a reply below.