CRM Zen: Finding Serenity Through Technology, Tools , and Deep Breathing
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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/
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CRM Zen: Finding Serenity Through Technology, Tools , and Deep Breathing
- 1. CRM ZEN Finding Serenity through Technology, Tools, and Deep Breathing Paul Philips, Amanda Lorens Hunter College, CUNY July 23, 2014
- 2. I have a problem.
- 4. The reality.
- 9. Our reality at Hunter.
- 10. About Hunter
- 12. 1 Million Since 2008, over total contacts
- 13. HOBSONS CIRCLE OF EXCELLENCE 2014 Champs!
- 14. 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.
- 17. The Plan Part 3: Zen Habits Part 1: CRM Hacks to do Now Part 2: CRM Hacks to do Later CRM ZEN
- 19. Get Radius.
- 20. CRM ZEN HACKS TO DO NOW Create core contact filters, attributes, content and communications #Dothisnow
- 21. CRM ZEN HACKS TO DO NOW Organize most commonly used items to the top of the list #Dothisnow
- 22. CRM ZEN HACKS TO DO NOW Maximize your search view results #Dothisnow
- 23. CRM ZEN HACKS TO DO NOW Use action folders to delegate time- consuming tasks #Dothisnow
- 24. Give yourself record access to speed things up CRM ZEN HACKS TO DO NOW #Dothisnow
- 26. CRM ZEN HACKS TO DO Later #DothisLATER Setup an easy way to manage dupes
- 27. CRM ZEN HACKS TO DO LATER Establish a resend process #DothisLATER
- 28. CRM HACKS TO DO LATER Establish a resend process
- 29. CRM ZEN HACKS TO DO LATER Audit your user access levels #DothisLATER
- 30. CRM ZEN HACKS TO DO LATER Install a VIP light switch #DothisLATER
- 31. #DothisLATER
- 32. CRM ZEN HACKS TO DO LATER Guide the way #DothisLATER
- 33. Crm zen hacks to do later Guide the way #DothisLATER
- 34. #DothisLATER CRM ZEN HACKS TO DO LATER Guide the way
- 35. Take a Breath.
- 37. ZEN Habits: LeSSON 1 #ZENHABITS Hack Your Outlook Calendar
- 39. ZEN Habits: Lesson 2 How to Live Outside Your Inbox #ZENHABITS
- 41. ZEN Habits: Lesson 3 Be More Productive Doing One Thing Per Day #ZENHABITS
- 43. ZEN Habits: Lesson 4 Underpromise, Overdeliver and the Art of Saying No #ZENHABITS
- 45. ZEN Habits: Lesson 5 A Clear Desk is a Clear Mind #ZENHABITS
- 48. pphilips@hunter.cuny.edu mfuentes@hunter.cuny.edu Hunter College, CUNY Contact us! hunterhub.wordpress.com