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Great idea: CRM research bookmarklet

by evbart on May 8, 2008 in bookmarklet, CRM, great idea, web apps

Some I’m throwing out some free ideas!

We have all these bookmarking tools, and we have all these clipping, notebooking, and research tools.  But what are they all used for?

I tend to use them a lot for research on people/companies in my industry, and often times this would be really useful to have directly in my CRM system.

I’d like to see a bookmarklet that lets you clip content, and then associate it directly with a contact or company in your CRM.  Store the notes/articles/clippings right with that particular entity, so that next time I look that person up I’ll know something about them, or have a conversation starter.

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Great idea: bookmarlet for importing contact information

by evbart on May 8, 2008 in bookmarklet, desktop software, great idea, web apps

So I’ve raved about CRM systems and managing personal contact information, but now I have a solution, which I hope someone has already built.

Someone needs to build a bookmarklet that lets you highlight contact information, and then with the click of a button send it to the right contact management tool (outlook, highrise, salesforce, etc).

I hate copying and pasting over the address, then the phone number, then their name….. the whole time worrying about errors in my data input.

You could highlight text in an email signature in gmail, you could highlight text on people’s websites, and then the bookmarklet would recognize the address, phone number, email, fax, and put them in the right places for that particular contact manager.

Obviously we would love an automated version that just recognized signatures in your inbox (Mac mail may have something like this), but a rapid contact importing tool like this would be the first step.

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