Successful Blog

  • Home
  • Community
  • About
  • Author Guidelines
  • Liz’s Book
  • Stay Tuned

Cool Tool Review: Highrise

June 3, 2010 by Guest Author 2 Comments

Todd Hoskins Reviews Tools for Business

cooltext451585442_tools

Todd Hoskins chooses and uses tools and products that could belong in an entrepreneurial business toolkit. He’ll be checking out how useful they are to folks who would be their customers in a form that’s consistent and relevant.

Cool Tool Review: Highrise
A Review by Todd Hoskins

Liz reminds us, “Relationships are everyone’s business, and every business is relationships.”

How are you keeping track of your business relationships? This is the purpose of CRM – Customer Relationship Management. CRM is a broad category of software, encompassing anything from fancy address books to sales forecasting and client invoicing. But essentially, CRM is understanding who are the people and companies important to your company. Sidenote: I hate the “M” in the acronym. What customer (or anyone for that matter) wants their relationship managed?

Nonetheless, the people you and your employees know are one of the single most valuable assets to your company. It is essential to develop a database of contact information. It’s a bonus if you also can encourage your employees to include correspondence records and organize their to-do’s in one central place. This way, if one of your employees leaves the company, you can instantly see where they left off and what needs to be done.

Two months ago we looked at Rapportive, a very simple social CRM tool. Rapportive is great for giving you context to who you are corresponding with, and where to find them online. But it currently only offers individual accounts. For businesses, you need something more.

I recommend Highrise. Highrise, developed by the trailblazing software renegades at 37signals is just enough without being too much. If you’ve read this column before you know I appreciate simplicity in design and usability. Highrise shines here.

There are a handful of add-ons that can make Highrise into Salesforce.com lite. The basic product allows you to easily enter names, companies, tags, contact info, social network locations, and notes. You can assign tasks to yourself or others. You can also set levels of permissions so your junior associate doesn’t have your board member’s cell phone.

The pricing is relatively cheap, starting at $25 per month. (Also, a 30-day trial is free regardless of company size). We are all waiting for a customized Android and Blackberry app. iPhone app is available.

Summing Up – Is it worth it?

Enterprise Value: 2/5 – more options for business integration with Salesforce.com or Sugar CRM for SaaS. Or maybe your stuck with Oracle.

Entrepreneur Value: 5/5 – must-have. The hard part is getting your employees to use it consistently.

Personal Value: 0/5 – an online address book or an old fashioned Rolodex is good enough

Filed Under: Successful Blog, Tools Tagged With: bc, CRM, Highrise, Rapportive, Todd Hoskins

Simple Social CRM Tool: Rapportive

April 1, 2010 by Liz 8 Comments

Todd Hoskins Reviews Tools for Small Business

cooltext451585442_tools

Todd Hoskins chooses and uses tools and products that could belong in a small business toolkit. He’ll be checking out how useful they are to folks who would be their customers in a form that’s consistent and relevant.

Rapportive
A Review by Todd Hoskins

If you do not use Gmail for personal or business use, sorry, this review is not for you. Please come back again next week. If you do have a Gmail account, or your business utilizes Gmail, install the Rapportive plug-in. Believe me, it will be worth it.

Why?

Rapportive removes the ads on the right column of your Gmail page, and replaces them with the social network information of the person sending you an email. This is simple social CRM, immediate information on where to find and interact with friends and customers outside of email. A field to take notes. And, it’s free.

Your browser may not support display of this image.

The latest tweets, job information from LinkedIn, and geographic location all help provide context. For a salesperson, entrepreneur, executive, or customer service representative, the value of getting information right within your browser saves time, can help you prioritize responses, and allows you to know more about your customer than their email address. The notes section is handy for recording birthdays, kids, and conversation cues.

screenshot-rapportive

Takes less than two minutes to set up. Privacy concerns are minimal because Rapportive only has access to your contacts, not your Gmail password. (Thank you OpenID). The Rapportive extension is available for the Firefox and Chrome browsers.

Summing Up – Is it worth it?

Enterprise Value: 3/5 – more complex CRM’s are available, but this is simple if you have corporate Gmail.

Entrepreneur Value: 5/5 – Bridges the personal and the professional and saves time.

Personal Value: 5/5 – Did you know Johnny had a Flickr account? Now you do.

—-
Thanks, Todd! You can find Todd on Twitter @ToddHoskins

I’ve installed the plugin. It’s not perfect, but it’s already way more useful than the ads it replaces!

What about you? Have you used it? What do you think of Rapportive?

–ME “Liz” Strauss
Work with Liz on your business!!

Buy the ebook. Learn the art of online conversation.

Register Now!! for sobcon-vmc

Filed Under: Successful Blog, Tools Tagged With: bc, LinkedIn, Rapportive, Todd Hoskins, tools

Recently Updated Posts

9 Reasons To Use WordPress

Useful Marketing Tools That Wont Bust Your Budget

Do You Have What It Takes To Be A Successful Blogger?

Do You Have What It Takes To Be A Successful Blogger?

6 Tips for the Serial Side Hustler

How to Make Your Blog Popular

Helpful Tips for Business Blogging



From Liz Strauss & GeniusShared Press

  • What IS an SOB?!
  • SOB A-Z Directory
  • Letting Liz Be

© 2023 ME Strauss & GeniusShared