crm zen: finding serenity through technology, tools , and deep breathing
DESCRIPTION
Has all that VIP content got your head spinning? Does it seem like you’re crafting or editing an email every minute? Are you stressing out over countless filter iterations? Well, here’s your chance to take a deep breath and absorb firsthand know-how from some of the most tranquil minds in the Hobsons User Community. Learn how a few simple management, productivity, and technology hacks can be your answer to finally finding zen with your CRM. Presented by Paul Philips and Amanda Lorens at Hobsons U 2014 on 7/23/14. Bonus Material: http://hunterhub.wordpress.com/2014/07/29/hobsonsu2014/TRANSCRIPT
CRM ZEN Finding Serenity through Technology,
Tools, and Deep Breathing
Paul Philips, Amanda Lorens Hunter College, CUNY
July 23, 2014
I have a problem.
The reality.
With great power comes great responsibility.
Our reality at Hunter.
About Hunter
23,000 enrolled
4 CRM instances
About Hunter
1 Million Since 2008, over
total contacts
HOBSONS CIRCLE OF EXCELLENCE
2014 Champs!
disclaimer We are not actual Zen Masters. We are not ninjas. We suck at yoga. We’ve had our share of epic failures. We’ve had a few successes, but nearly enough to qualify us as experts in any field. We have a lot of awesome ideas to share with you that we hope you will take home and share with your colleagues. Note that some of the techniques shown here, especially the zen habits toward the end of this presentation, may misalign with the status quo, your boss’s way of doing things, or the current culture of your institution. Nevertheless, these zen habits are intended to assist you in managing your time and reaching a more productive state. These habits should be approached with care and tactfulness at all times. The following techniques are provided for information purposes only. Participants who employ these techniques do so at their own risk. Stay calm and crm zen on.
The Plan
Part 3: Zen Habits
Part 1: CRM Hacks to do Now
Part 2: CRM Hacks to do Later CRM
ZEN
Part 1. #Dothisnow
Get Radius.
CRM ZEN HACKS TO DO NOW Create core contact filters, attributes, content and communications
#Dothisnow
CRM ZEN HACKS TO DO NOW Organize most commonly used items to the top of the list
#Dothisnow
CRM ZEN HACKS TO DO NOW Maximize your search view results
#Dothisnow
CRM ZEN HACKS TO DO NOW
Use action folders to delegate time-consuming tasks
#Dothisnow
Give yourself record access to speed things up
CRM ZEN HACKS TO DO NOW
#Dothisnow
Part 2. #DothisLATER
CRM ZEN HACKS TO DO Later
#DothisLATER
Setup an easy way to manage dupes
CRM ZEN HACKS TO DO LATER
Establish a resend process
#DothisLATER
CRM HACKS TO DO LATER Establish a resend process
CRM ZEN HACKS TO DO LATER Audit your user access levels
#DothisLATER
CRM ZEN HACKS TO DO LATER
Install a VIP light switch
#DothisLATER
#DothisLATER
CRM ZEN HACKS TO DO LATER
Guide the way
#DothisLATER
Crm zen hacks to do later Guide the way
#DothisLATER
#DothisLATER
CRM ZEN HACKS TO DO LATER Guide the way
Take a Breath.
Part 3. #zenhabits
ZEN Habits: LeSSON 1
#ZENHABITS
Hack Your Outlook
Calendar
ZEN Habits: Lesson 2 How to Live
Outside Your Inbox
#ZENHABITS
ZEN Habits: Lesson 3 Be More
Productive Doing One
Thing Per Day
#ZENHABITS
ZEN Habits: Lesson 4 Underpromise,
Overdeliver and the Art of
Saying No
#ZENHABITS
ZEN Habits: Lesson 5 A Clear Desk
is a Clear Mind
#ZENHABITS
KEEP CALM
ZEN ON
AND
