In "Manage your contacts effectively – where have all my post-its gone?", Aron Stanic of Inchoo discusses Highrise.
Let’s say I’ve just received an email inquiry from a new prospect. When sending a response, I can instantly Bcc the email to my Highrise dropbox making the communication transparent and easily trackable for myself and, most importantly, for the rest of the team as well.I’m able to upload and/or import basic contact information about the new client together with her/his picture (sometimes being good with the names simply doesn’t cut it), corporate information, other notes and – yes – even feed the profile with their Twitter updates so I can see what the client is up to in real time.
While some of these features can strike you as purely cosmetic, there are others that really stand out. I can create task lists for each contact (making sure I don’t forget sending that quote or a follow-up email), add pending and any previous deals to them and tag them accordingly.
It happened a couple of times that I’d make a follow-up on a prospect who needed some small Magento tweak a month ago and decided to go with another developer. He had experienced some problems and was very much relieved to hear back from us and ask for our help with a larger deal that we would then land. Who knows if I’d have remembered to make that follow-up had I not created a task two months ago.
