Among the many things that'll keep us on track are:
- Smartphones
- Contact Management Software
- E-mail reminders and text messages
- "Wake up call" services
These puppies usually have a rolodex, calendar, "to-do" list, e-mail, and many other handy-dandy features.
The Palm Treo
Palm has been developing handheld devices for over 15 years. They've gotten quite good at it, and have a versatile line of products. The Treo—Palm's Smartphone—probably has the most gadgety feel to it (of all the Palm products). It offers e-mail, web access, a rolodex, a calendar, and a to-do-lis. Many models have a (still and video) camera built in. The Treo has hundreds of optional features (many of them free). You can, if you wish have a Navigation system (for getting walking or driving directions to and from anywhere) for your Treo. You can turn it into a portable music-player, get an online restaurant guide for whatever town you're in, and many other things.
The Treo is far from the only player in the handheld game.
Apple has developed the much-hyped iPhone. The iPhone (pictured to the left, fingers not included) has all the features that most Treos have, and it includes Apple's iPod technology built right in. The iPod is widely considered to be the best portable music (and video) player available. So, those who really want their tunes with their personal organizing tool, might like the iPhone better than the Treo. The screen is quite clear, and there are many built-in features. Since it's new, there aren't quite as many "add-on" products for the iPhone yet. But you can bet they'll be out soon.
For those who care mostly about e-mail, there's Research In Motion's Blackberry.
There are many more handheld devices, but..you get the idea.
The little toys aren't the only answer. Maybe you just want your phone to be a phone. Okay. No problem. For you we have...
Contact Management Software
If you prefer to be at your computer to plan your day, and prefer to carry a list of what you're doing that day, there are many solutions for you. The most popular of these is known as contact management software or Contact Relationship Management software, if you care to use the industry term.
It'll keep track of your "rolodex", calendar, to-do list, and hopefully, a history of every "contact" you've had with clients, prospects, vendors, or your great aunt Tilly, if you wish.
If you wish to take your CRM on the road, most of them synchronize withSmartphones.
There are SO many examples of CRM tools, that we'd do a disservice to any one product by naming only a few here. We have our favorites, and help folks using PCs, Macs, or..nothing in particular to select the one that's best for them.
HERE is a key point, though, with selecting a CRM tool. If you are responsible for getting someone to wherever they have to be, but aren't necessarily in the same office as them, you should make sure you're using the same tool they are. We have been to MANY offices where the boss likes one calendar software, and the personal assistant who's new, uses the one that came with her computer. (Again, we won't name names. Contact me if you have questions.
We'll skip e-mail reminders and text messages for now. Let's explore a low-tech option.
Wake Up Call Services
Maybe you're a low tech person, and have enough devices in your life. Fair enough! Think about using a wake-up call service. They do MORE than 5 AM calls. They can be notified to call you 5 times a day if you need it, and the wake up call times can vary every day if you wish. Some have automated voicemail greetings/reminders, and others have actual humans ring you up.
Not sure how to go about setting it all up? Give us a call, send me a note.
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