NetWorks! Boise Valley uses Zoho to track shared opportunities in each of our groups. It’s a nice complete CRM, easy to use, and very cost effective!
Mr. Joe Cacopardo is a Director with Valtrend. Joe has over the last thirty years served in a number of positions in new business development, general management and as a small business owner. In these roles, Joe relied upon his strong strategic planning and team development skills in creating a profitable bottom line.
Joe was formerly a co-founder of M&SD Corporation, an independent consulting firm in the United States specializing in information management, which was acquired by EDS, a General Motors’ subsidiary.
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I spent the better part of last evening laying out the power point presentation for my workshop entitled “Add a Little Social to Your Email & CRM” which I will conduct on September 30. You can register for the event here.
This workshop will cover several free tools that you can integrate with your existing email and/or maybe even your CRM. We will look at three popular platforms: Salesforce Outlook, and Gmail. Applications discussed will include: Gist, Rapportive, Etacts, Xobni, Outlook Social Connector, Outlook LinkedIn interface, and Twitter and Chatter for Salesforce. I’ll also throw in a little WiseStamp and NutShell Mail as I consider these applications to be beneficial and appropriate. Links will be provided to all the tools discussed (we’ll even show some that will not be part of the presentation but worthy of a look) and, finally, those who attend will get a special sneak peek at something that very few folks are even aware of. That would be called “the hook”. LOL
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With all due kudos to Zig Ziglar, this post is more opinion and observation than it is anything else. I have no professional experience or education in either of the subject areas. What I am is pragmatic. I look at the world, evaluate it’s condition, and take the steps I deem necessary to deal with it. I see a lot of folks talking today about the importance of being transparent. I hear that, in order to be successful particularly with social media, transparency is a must.
That’s all well and fine but, do some of us take this too far? Are we, in our quest for transparency, doing ourselves and those around us more harm than good? Does this need to be transparent translate to “unabashed and unbridled honesty in all things”? For some, it apparently does. I’m all for honesty but there has to be some limits ….
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