Wednesday, May 16, 2012

Client Acquisition and Relationship Management

No, not that kind of relationship. I am talking about keeping track of clients and potential clients, not managing my personal life. Back in the Fall I bought Sage ACT! to track potential clients and my interactions with them. While there are plug-ins for the software to interact with other standard applications, such as Microsoft Outlook, I have a number of problems with my version of ACT!. For one thing, the supposed integration with Outlook doesn't work very well and doesn't recognize e-mails sent by other people within the same organization, unless I set each person up as a separate contact. That's quite a task for larger language service providers with many different project managers.


Besides, I have moved away from Outlook and now mostly use Gmail to manage my e-mail. The e-mail address connected to my website domain name forwards to a Gmail account that I can easily access from my phone or any browser. That greatly simplifies negotiating projects when I'm not sitting at my computer - for example while having my morning coffee (at which point it's already early afternoon in Europe).


I am therefore looking again for another customer relationship management (CRM) solution. Samantha Gluck mentioned on Twitter a blog post with a list of some 20 CRM solutions for freelancers, with a brief blurb and links to all of them. This yielded a couple of promising options: Work[etc] and Insight.ly. The first one is expensive (at least for a one-person company), but includes a billing solution. The second one has a free version, but no billing module and seems less customizable than Work[etc].


Unfortunately both of them are cloud-based (i.e., hosted on someone else's server). I suppose this is necessary if I want to be able to access this information on the go, for example at a conference, but I'm not sure how I feel about entrusting my client contact information to "the cloud". On the other hand, my gmail contacts are already on Google's servers and all my e-mails are stored on my web hosting company's and/or Google's computers. So this may not make much of a difference.


About client acquisition: a few posts ago, I wrote about creating a second, more client-focused blog and alternating posts between this blog and the other one. In preparation I started to re-write some of the older posts from this blog that might be interesting to potential clients. But while uploading a new photo of myself (courtesy of my daughter and son-in-law who took and cropped/processed the photo, respectively) I realized that most social media sites only let you list one blog URL. So now I am rethinking the entire two-blog concept. Back to the drawing board, then ... (By the way, the new picture is in the bio section to the right of this post.)


Note: I will be at the STC Technical Communication Summit in Chicago next week and may not post next Wednesday, unless I have enough time (and an internet connection) at O'Hare before my flight back.


14 comments:

  1. This is such a great resource that you are providing and you give it away for free. I love seeing websites that understand the value of providing a quality resource for Translation Companies.

    ReplyDelete
  2. Another great and informative post here! Thanks for sharing your experiences and what you're currently using as a CRM.

    ReplyDelete
  3. Really when someone doesn't know after that its up to other users that they will assist, so here it happens.

    Here is my web page: Bluehost Reviews
    my site - webhostingtop3.com

    ReplyDelete
  4. You actually make it seem so easy with your presentation but I
    find this matter to be actually something that I think I would never understand.
    It seems too complicated and very broad for me. I'm looking forward for your next post, I'll try to get the hang of it!


    Feel free to surf to my web page ... Bestcloudcomputingoffers.Com

    ReplyDelete
  5. If there is a change in the search engine algorithms, it is also
    up to the service provider to keep a watch on such activities.
    This means you tend to be copying it through file sharing websites like rapidshare, megaupload,
    hotfile, etcetera. Users normally tend to visit websites
    that are at the top of this list as they perceive those to be more relevant to the
    query. The only thing that cannot be "fixed" later is your blog
    and post titles. It's so important because once customers begin seeking your product or service you will want to have favorable words making your search results optimized. Meta Name and Meta Description Tags are two of the important ones. Domain Authority is influenced by:. Second tool for power suite is website auditor. Moreover, some companies are not able to get the desired results and their techniques might even have bad effects on the business's website.
    For those of us who are using the internet to make money, we all know that it is absolutely
    essential to get visitors out to our websites. So, most
    move slowly when deciding on who becomes the company's SEO. The growth management of small business can be accomplished with SEO as an integral part of your overall Internet marketing strategy. Now, if it takes you three years to referrer 3000 members which means that you receive US$3000 per month. Regardless of whether you like it, love it, or hate it, social media has become a major player in the SEO world, and it is a costly mistake to ignore it. Know how to get better rank. Why. In fact, soon, not using RDFa could put a site at a disadvantage. You will not even get to a 1 or 2 until Google has fully crawled your website or blog enough to give it a ranking. First of all a market survey is done by them as to know the competitors analysis. Yahoo style guide.

    Also visit my site :: wiki.it2brain.de

    ReplyDelete
  6. The most important thing to know when you are selling an account is where you are going to
    sell. You will eventually run into the Download Location menu with two
    options: Wii System Menu and SD Card. You'll have to keep the phone close (on the bed or in an armband) for the app to work.

    Look into my web-site - kostenlos spielen ohne anmeldung

    ReplyDelete
  7. I think the admin of this web site is truly working hard in favor of his website,
    since here every stuff is quality based data.


    Stop by my page; best web hosting site

    ReplyDelete
  8. This is the perfect blog for anyone who would like
    to find out about this topic. You realize so much its almost tough to argue with you (not that
    I actually will need to…HaHa). You certainly put a brand new spin
    on a topic that's been discussed for decades. Great stuff, just wonderful!

    Feel free to visit my site Www.hearwish.com

    ReplyDelete
  9. I think the admin of this web page is really working hard in support of his site, because here every information is quality
    based material.

    My weblog http://cheapwebhostingfirms.com/

    ReplyDelete
  10. I've been exploring for a little for any high-quality articles or blog posts on this kind of space . Exploring in Yahoo I ultimately stumbled upon this site. Studying this information So i'm happy to show that I have an incredibly just right uncanny feeling I discovered exactly what I needed.
    I such a lot indisputably will make certain to don?
    t disregard this web site and give it a look regularly.



    My web-site :: sahbook.com

    ReplyDelete
  11. Turning up the television or stereo can calm his fears.
    The most trusted, immediate and dependable process is
    to unlock your Blackberry by the means of Instant Blackberry MEP codes.
    This is easily fixed because below the plastic you find the regular screw holes which I used to install the
    PCI cards.

    My homepage: shitstorm kaufen

    ReplyDelete
  12. I would even say the Multimedia viewing is about the same as you would find by watching movies on a PMP.

    Rather than listen and hold court on all of the catastrophic predictions being blasted out into the Universe, stop for a moment, and
    simply be with yourself. Geomagnetic storms are caused by a solar wind shock that
    impacts the magnetic field.

    Review my page - click in this article

    ReplyDelete
  13. This particular CD will be the bare bones of songs my fans might never get
    the chance to hear otherwise. Again, be careful when using
    the vinegar as some people may have an unpleasant reaction to the acid in the vinegar.

    Use superfoods to increase your health and wellbeing, make sure
    you include these foods to help you transform into a superman or woman.



    Feel free to visit my page: Beauty

    ReplyDelete
  14. Pretty component to content. I simply stumbled upon your blog and in accession capital to claim
    that I acquire in fact loved account your blog posts.
    Anyway I'll be subscribing on your feeds and even I success you access consistently quickly.

    Stop by my homepage - host-monster Testimonials

    ReplyDelete

Thanks for your comment. I will review comments weekly, so please be patient if you are expecting a reply. - Barbara