Hi... I have been thinking about things I've learned with GTD...
However it seems that using Outlook, or ACT! or Maximizer is not the solution for my case, since I've tried them all.
I contact my customers and they contact me over the phone, mobile, fax and e-mail.
In my company, I am responsible for:
* Finding potencial customers (prospects)
* writing proposals
* closing the sale (or losing the sale)
* getting the orders
* check if the orders are fed into the ordering system
* check if the orders are complete
* check if the customer received the order correctly and in time
I usually get around 4 orders each day and need to contact and do some visitations on 2 - 4 prospects each day.
This means that I need to have a very straight-forward process in order to preserve my mental health.
The system I'm trying to engage uses a couple of tools :
* Inbox - where I receive the e-mails
* Proposals to make - Where I drag the e-mails that ask for a proposal
* Proposals to make (on paper) - Task-list for proposals requests I receive by fax, phone or visitation.
When proposals are finished, I move the mail or the task-list to another level:
* Prospects to follow-up - I drag the e-mails in here after I wrote the proposal
* Prospects to follow-up - I drag the tasks in here after proposal
When I get an answer from the prospect I move the e-mails/tasks to another set of folders (orders to watch) and then (orders to deliver).
So, the same e-mail or task goes through some stages, until they end up on "served orders" or "rejected proposals".
Time & Chaos:
I also use this simple contact management application, since ACT! and Maximizer have just too many features I have no time to use.
I don't have time to enter all the details of the proposals to see in wich stage of the selling process they are in.
So, I just get all the contacts in here, separated into groups and categories.
But the main reason I use this tool is because it allows me to look at a task-list with colors and priorities - I just put everything there to empty my head!!!
so I really need to separate my tasks into groups and also set them with priorities.
So here's the question:
Does anyone have the same problems/challenges?
Have you thought of and implemented a better/simpler and more effective way of dealing with these pieces of information?
Thanks for your thoughts.