Charly, you're very kind to share this info. I LOVE not having to reinvent
the wheel w/things. You've already put in a ton of time on this & sharing
makes it so we don't have to do all that. THANK YOU!
-----Original Message-----
From: everythingdoterra@googlegroups.com
[mailto:everythingdoterra@googlegroups.com] On Behalf Of Charly Risenmay
Sent: Thursday, November 01, 2012 9:08 AM
To: everythingdoterra@googlegroups.com
Subject: [Everything doTERRA] Re: Contact Management Software
One more note--it syncs e-mail, calendars and contacts via the cloud, so if
you update one place, you're updated everywhere.
Charly
On Nov 1, 2012, at 9:10 AM, Charly Risenmay wrote:
> OK, folks! I finally found a program that I like. I used several
criteria for it. First, it had to do what I wanted. I needed to be able to
track tasks, events, reminders, etc so that no one falls through the cracks.
Second, it needed to have all the info I need on contacts: where I found
them, where they are at in the process, notes on our conversations and
e-mails, etc. Third, it needed to be able to mass e-mail based on groups of
people--for example, my Texas peeps, my business builders, customers vs
IPCs, everyone, etc. Fourth--and this one was HUGE--it needed to be easy to
use. This one turned out to the be the hardest one to find. I found
several that are completely customizable, fit the above, but I couldn't do
it without tutorials. While it was fairly simple for me to figure out (I'm
kind of a geek), the learning curve was too steep. At some point, I'm going
to have an assistant, and I don't want to have to spend a lot of time
training. So I wanted it simple enough I could do it without the tutorials.
doTERRA's new back office will do some of the e-mailing, but only for people
who are already IPCs. At any rate--there were a few more factors such as
monthly price. The only drawback to this particular program is that it
doesn't have an iPhone or Android app, but it can be accessed from the web,
so I just have to back door it that way. The app appears to be coming. So
I am reporting back! I went through about 11 programs. This is what you do
when you can't get your behind in gear to do anything else. :) Importing
all my contacts was easy and took just under a minute, so I didn't need to
add everyone all over again.
>
> Here's the link: http://www.oprius.com/?r=charly
>
> As an aside--please note that I do get a perk if you sign up, but that's
not why I'm posting this. Have an awesome day! November is going to rock!
>
> Charly
>
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