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Follow Up with New Business Contacts Easily

Jim Scrivenger Presentation (10)The conference is over and you have a pile of business cards and the monumental task of saving the information and following up with these contacts.  Alex Moore, CEO of Baydin Software shared his tips and tricks for staying in touch after the conference with TheNextWeb.com.

It can be overwhelming.  "If you're anything like me,you have a giant stack of business cards you've accumulated at conferences and events somewhere in your office." writes Moore, " I've got two such stacks, and I never contacted the majority of the people in them, nor do I remember anything about who they were or why (even if!) they were interesting."

Moore has streamlined this process into a system that helps him quickly and efficiently contact everyone he wants to follow up with and, he says, "Saves me time and keeps my perfectionist instinct from kicking in."

To use his system you will need to download these tools to get you started:

Canned Response:

FIRST: Create a "canned response" letter regarding the conference or event you attended.  Using keywords or contact names, this system will automatically send a reply.

Moore includes, "It was great to meet you..." and suggests you add a reminder about who YOU are in case they forgot. Save the message in the lab to use for later.

SECOND:  Sort through your stack of business cards. Moore uses these four categories: 

  • VIP: People you really need to contact to bring in more business.
  • Useful: Interesting people who might be able to contact us to other people, service providers we need.
  • Marginal: People to contact when you have time.
  • Unhelpful: Well, you get it, timewasters who have their own agenda. Sweep these into the trashcan right now.

CardMunch

Using real people, transcribing the information, CardMunch helps you digitize each business card into your address book or on CardMunch. This is only available for iPhone now, but Blackberry is coming soon! You can also send a quick contact request through Linkedin.

FIRST: Start with your VIP cards and insert customized information into the canned response letter.  "Include one clear ask in the message if you have one." says Moore," and since this stack is your VIPs, you probably do. Keep the message short and to the point, just enough to make it clear how you'd like to proceed and remind them how you met. "   Save this letter as a draft to be sent in a few days (Moore usually starts sending them 4 days after the conference).

SECOND: Capture the business card information on CardMunch.  "Take a picture of the business card, and in about 10 minutes, you'll have all the person's contact information transcribed automatically for you." says Moore, "It will be on your phone whenever you need it, along with a picture of the business card itself, and you won't need to sift through a giant stack of cards the next time you need to contact that person."

Continue this with all your VIP cards.

Boomerang: 

Boomerang is a free plug-in created by Moore's company for Firefox and Chrome that lets you control when you send and receive emails.

FIRST:  Go through the "Useful" stack of cards and customize the canned response letter much like you did with the VIP cards and save as a draft.  "However, for most of these cards," says Moore," I will have either no explicit ask, or an ask that is less impactful. It's less important to get these messages off quickly, so I typically use Boomerang to schedule contact emails to go through over next couple days."

Then use CardMunch to save the information.

SECONDIf you have time, handle your "Marginal" cards the same as the "useful" cards, but prioritize who you choose.  "I'll pick as many...as I have time to contact," adds Moore," and schedule messages to go out to them in 2-3 days."

Use CardMunch to save the information, even if you don't contact them all.

FOLLOW UPAfter 4 days, "Reach out again - you can politely say that you wanted to make sure they received the message, or that it didn't get lost in the spam, or just repeat that it was great to meet them." writes Moore. "About 2/3 of the time, I find that they weren't trying to ignore me, they just were busy, and the second email solves the problem. In the other case, if they don't reply to email #2, I typically don't follow up again."

Moore's system for following up after a conference is an efficient way to manage all those contacts and get those business cards off your desk. "Remember," he adds, "if you're not going to build any relationships after a conference, why bother going?"

Read more about Moore's system: How to Follow up with Everyone You Met at a Conference" on TheNextWeb.com.

Creative Commons License photo credit: carlaarena




Posted on May 19, 2011 12:18:52 by Blog Author IPTV.Boyz http://www.brokeriptv.com/follow-up-with-new-business-contacts-easily
 
An iPhone App to Save Business Card Information

iPhone Home Screen - 03.15.2011

Gahlord Dewald, in a column for Inman News, focuses on a new iPhone app that helps digitize that ever growing pile of business cards.

"I don't know about you," admits Dewald, "but for me, the percentage of cards that I'm handed that make it into a usable digital format is lower than I'd like."

Then Dewald discovered an iPhone app that solves the problem. CardMunch.  

CardMunch is different from the other business card readers on the market, because people actually transcribe the information; it's not a machine trying to figure it out.

"Most other card readers try to use machine recognition to figure out what's written on the business card." explains Dewald,  "If you've used any of these you know that you may spend as much time correcting the results as you would've spent just typing the data into your contact manager in the first place. Using human beings gives far better results, and CardMunch does that."

"Real Humans, Not Computers" says the CardMunch website. Each business card is transcribed, edited and reviewed for accuracy. They offer a mobile Rolodex to access your cards, a full text search to find that elusive name or number and the flexibility to store your contacts in your iPhone address book or CardMunch.

And for that inevitable moment when the phone goes blank and your data is lost, CardMunch backs up and syncs all your contacts to your web account allowing you to recover all the information. 

"Another handy trick with Cardmunch is that you can immediately send a LinkedIn request (LinkedIn recently bought Cardmunch) and a follow-up e-mail. So all that post-conference follow-up can happen much more quickly and painlessly." Says Dewald

As good as the app is, Dewald notes, it isn't perfect.  Human errors happen, so be sure to check the card data with the original business card. Dewald found that if the data isn't correct, you need to reject it from the app itself, which he says is not as simple as it could be.

"Even so, double-checking the data and rejecting the few cards that aren't transcribed properly still takes a lot less time than entering the data in yourself." he says.

This app is only available for the iPhone, but a Blackberry app is in the works.

Read the full review by Gahlord Dewald at Inman News.

Creative Commons License photo credit: grabbingsand




Posted on March 15, 2011 11:37:29 by Blog Author IPTV.Boyz http://www.brokeriptv.com/an-iphone-app-to-save-business-card-information