How many times have you faced trouble trying to recall resolutions from last business meeting? Or browsing your mail box looking for a small piece of information hidden somewhere in your wide correspondence? Sounds like yesterday?
Imagine that you can keep all the details about a particular business relation in one place!
And I mean literally all, so:
- incoming and outgoing calls (with specific time, data and manual description including the most important information for you),
- incoming and outgoing mails with notifications about attachments (also equipped with ‘add a comment’ option so you can customize and prioritize them. It also speeds up searching proccess),
- business meetings (both past and planned – as follow ups),
- events that included you and your contact (imagine an encounter on trade fair that results in cooperation proposal – isn’t it worth mentioning?),
- video-calls, short talks, text messages etc. – everything you find important from a business relation perspective,
- planned tasks connected to that relation (preparing sales offer, making a proposal, presenting cooperation strategy),
- notifications about any change within a relation (status change, new message, added comment – entered by you, your colleagues with an access to this relation or by a contact himself – new e-mail, for example),
- comments your teammates dropped on your activities. You can also respond to them and also create a small chat about particular performance within a stream.
ALL THE INFORMATION GATHERED WITHIN A RELATION
IS PRESENTED IN A UNIQUE STREAM VIEW IN TIME ORDER.
Stream enables you to:
- browse your whole correspondence history (yes, included all off-line activities!) using differeng criteria (time, contact person, level of importance),
- answer your e-mails and address new ones without leaving the platform for a moment,
- comment on your interactions with a person/ company and on the comments your colleagues left,
- take notes about a person or a company (typical business notation or more personal information about likes, dislikes, preferences – extremely handy while preparing for a meeting!),
- schedule new activities that will be seen as follow-ups in your Home view,
- mark your important mails by prioritizing option (star icon).
Stream makes sure you communication is in order and you are updated with the latest changes. It also helps you not to forget about scheduled events, even if they take place on completely different platform (or place). Thanks to the option of sharing you can quickly present important information to your colleagues. Each time you show some content to others you decide what exactly you want to share with them. It can be:
- total Stream view with all notifications (detailed information about particular relation),
- condensed Grid view (summary and information about particular relation list),
- single message (an extract of communication).
Also, you can mark weather you want a person to be able to edit shared information or to see it only.
ALL THIS MAGIC HAPPENS WITHIN ONE RELATION THAT BELONGS TO A PARTICULAR LIST.
What happens if you want to move a contact to another list?
Imagine a list called „Prospects” that includes a company called Sport Store. Just today you got a call finalizing your first deal with that firm – they have become your client! You want them to join your “Clients” list as soon as possible but…does it mean your whole communication with them needs to start over?
Of course not! You can easily switch your contacts/ companies between different lists (a client may become an ambassador one day?) without losing any part of your correspondence history.
That makes it possible to dig in your business past and support with some old data if needed. It is also a good option to monitor your progress and speed of rotation between lists.
SAVE YOUR TIME, BOOST YOUR EFFICIENCY AND ENJOY NEW TECHNOLOGY
See how enjoyable it can be to manage your communication!
I bet you can’t wait to try all these options.
