How I Do It: Maintaining Data for my Prospect List

March 5th, 2012

Friday I spent some time cleaning up my prospect list.  It is tedious no matter what system you use, but it’s necessary.  The less I do it, the more opportunities go by the wayside.  Here’s what I did:

1. I did a filtered search on the Contacts List Panel to find anyone I have in my system that works at a university.  How?  Like this:

Note: I put the name of a column (“email”), then a colon (“:”), then the value I wanted to filter it on (“.edu”).  I chose .edu because email addresses that end in DOT EDU are from schools.  There are no spaces between these three elements.

You can see I got 361 records.  Many of them are in there because I’ve emailed the people.  Because of that, they aren’t yet associated with a “company” record, which would be their school.


2. When I see a person’s record that I need to edit (in this case I’m doing three things, which I’ll explain later), I OPEN that record in a NEW TAB.  Here are the tabs I have open right now:

3. On one of those individual pages I’m going to edit, I have a purpose… NOT to fill out everthing (which is too overwhelming to think about!).  I want to put in certain info… which I’ve prioritized below the picture:

NOTE: I edit all of these fields (usually) by DOUBLE CLICKING on the gray box that pops up when I mouse over them.

FIRST, I want to associate the person to a company… in this case, I have to create the new school name as a company, but I can do it from this page.

SECOND, I tag this person.  In this case I put client_schools, but if they are a prospect I’ll tage them as main_prospect.  This is critical so I can slice/dice my data later.

THIRD, in this case I’m going to say who introduced me to this person.  This person came from someone on my sales team. Later, I can see everyone who they brought to me, because I associated them to that person.

FOURTH, I put the picture.  Sometimes I do the google image search, other times I go to LinkedIn (both options are ONE CLICK from this page).

FIFTH, sometimes, if I’m in the mood, I’ll rank the person.  Friday I wasn’t in the mood, so I ignored that.

Why do all this?

Once this is done, I can go back to my list panel and say “show me all my contacts who are main_prospects, or who are current_clients…. tagging is critical to getting value out of JibberJobber… are you tagging yet?

Come to the free user webinar on Wednesday morning (more details).

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Amy Ala: Why I Love Recruiting

March 2nd, 2012

Read this brilliant post by Amy Ala.

I have seen many of her posts, and liked them all.  But have utmost respect for her, having read this post.

Too many times we don’t understand what is happening with the person on the other side of the desk (be it the job seeker, recruiter, hiring manager, etc.).  What is their life, after they go home for the day?

This is on of my all-time favorite blog posts, ever.  Amy Ala on Why I Love Recruiting.

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CEO of Me, Inc: Sexy, Functional, Easy

March 1st, 2012

Here’s a picture I drew while in a web design team meeting a few weeks ago:

Each of these three elements have been on my mind over the years.  Mostly because of what my day job is.  But also because these three elements translate to you, and your career management.

In my design, I tend to focus on FUNCTIONALITY.  As a web developer many years ago, I was in the same cubicle as my graphics artist.  Together, we made awesome stuff. I made it work, he made it look good.  My focus has always been on database systems with web interfaces.  It was all about functionality for me.  You can see that in JibberJobber’s design. I have competitors who have nice looking sites but they just aren’t functional enough (that’s what the users who used to use them, then switched to JibberJobber tell me).  Functionality is key.

I’ve been beaten up on JibberJobber for it not being SEXY enough.  That is, it doesn’t look good.  We’ve been working over the years to change that, and are making a dramatic change soon (totally new look and feel).  I personally think it’s kind of petty to get upset over it not looking freaking-Apple awesome, BUT, I know I have lost potential users and upgrades because the look is outdated.  That’s my biased I-Focus-On-Functionality persona talking :)

I’ve learned over the last few years how important it is that JibberJobber is EASY to use. If doing something (adding a new contact, or log entry, etc.) is EASY, then people will do it.  If it is too hard, has too many steps, isn’t intuitive, then people simply won’t do it.  I think JibberJobber is fairly easy, but there are a number of things we’re reviewing to make easier.

Functionality + sexy (or, look and feel / perception) + ease of use = WINNER

How can you apply that to you, and your career?

Functionality: can you do the job? Are you proficient?  Do you communicate that you can do it well/perfectly/fast, etc.?  Maybe you are the best at a task, but you are too humble to communicate that you are best.  Fix that.  If you can’t really do the job, get the training and experience you need.

Sexy: Okay, I’m not saying that YOU have to be sexy.  But be presentable.  Take away things that might give someone cause to prejudice, judge, or be unattracted to you being a part of their team. This could have NOTHING to do with physical appearance.  One way I’ve thought about it is this: will my hiring manager (boss) look good because they chose to bring me on?  If so, you got this covered.

Easy: Are you easy to work with?  I like to think I am, but I know there are people reading this that LOL’d at that.  I try, though.  If you are NOT easy to work with, people won’t work with you. I look for the easiness factor now.  If you want to do something with me (or me with you), and you are hard to work with, it is OVER.  I’ve had enough hard professional relationships.  Do you make it easy for people to hire and keep you?  Or do you have too many diva-like demands?  Be easy to work with, and you’ll have more people who want to work with you.

What do you think?

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