As Business Development Manager for Web Media Expert, I am faced everyday with goals and projects. Accounting for these can be tough, but completely manageable with the right tools.
One of the simplest tools that I use for my day-to-day is my Google Calendar. My calendar updates me every day on the items that need to be taken care of. As soon as I schedule an appointment or call, I put it on my Google Calendar, this update will take up my entire computer screen when the time has come, how great is that?
Tungle.me is also a great and free tool that I use to schedule out my meetings with clients. I simply created an account and synced it with my Google Calendar. From there I can send out my custom URL. This saves so much time from the “back and forth” of emails trying to find a good time for both parties. Address Two
Whiteboards, post-its and reminders are great, but for tracking my numbers with so many different calendars I am hooked on Address Two. Now that our whole team is using this service, we can all be held accountable for our monthly goals and even back track through emails! I upload everything to my A2 account, proposals, contracts, even notes!
I get an email from “Addy” every day with my tasks to be completed. Being a creative, and totally right brained person, I NEED those reminders and “someone” to tell me every day who I need to call or email, or even to check in on administrative day to day tasks with my team and clients. This has saved me more times then I can count!
I can easily open my AddressTwo account and see exactly what I am bringing in, and how much. Addy automatically updates for me, and since math is not my strong point, I love it! SO much easier then updating Google Docs every time! However, I have my account synced with my Google Docs, and my Google Calendar so in one dashboard I can see what my day looks like and all the documents that I will be using.
With the “Verification” process, I can make sure that all of my client’s information is current and up to date with one click. Connecting with them on social networks is also SO much easier with the Social Connect Buttons under each account. I love to friend, connect and follow all of my clients and prospective customers. Social networking does bring me closer.
I support and promote AddressTwo whole heartedly. (Not just because I am a writer for the University.) But because it was a platform that was introduced to our team not too long ago, and I can honestly say – I’d be lost without it.
