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P.J. DePalma
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  • Colorado Springs, CO
  • United States
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  • Jill Davis
  • Mitch Kriegh
  • Lee Flint
  • Alan Jackson

P.J. DePalma's Discussions

Contact Resource Management (CRM) suggestions?

Started this discussion. Last reply by P.J. DePalma Sep 11, 2014. 6 Replies

Hello All!I am beginning a career transition (imagine that, here in this community!) to financial planning and I am looking to move my address book (Apple's Contacts App) to a more robust Contact…Continue

Tags: Management, Resource, Contact, CRM

 

P.J. DePalma's Page

Latest Activity

P.J. DePalma joined Lee Flint's group
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Military Veterans' Headquarters

Calling all veterans! Transitioning from military service can be stressful, but it can also lead to greater success than you've ever imagined. This forum is for all veterans who are ready to help each other reach their full potential.See More
Dec 17, 2015
P.J. DePalma liked Lee Flint's group Military Veterans' Headquarters
Dec 17, 2015
P.J. DePalma replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"Tom,  Thanks for the suggestion!  I didn't realize 37 Signals had a CRM program.  I'm familiar with them through their founder's may Inc magazine articles.  Ironic that I just got the email that they have spun off…"
Sep 11, 2014
P.J. DePalma replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"Thanks, Paul.  I had actually bough an inexpensive app to cleanly export my contacts to a CSV.  Turns out I ended up not needing it as Highrise did a great job of importing my contacts without the CSV step.  ~ PJ"
Sep 11, 2014
P.J. DePalma replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"Thanks, Lee.  I ended up going with Tom Schwab's recommendation and I'm using Highrise.  We'll see how well that works, but so far I'm pretty happy.  Appreciate you reviving the thread! ~ PJ"
Sep 11, 2014
Jill Davis left a comment for P.J. DePalma
"P.J., Welcome to the 48 days community.  I always love seeing a fellow Coloradan here."
Aug 12, 2014
Tom Schwab replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"Salesforce can get very expensive.  We've used Highrise, by 37 Signals ($49/mos).  It's easy to use and learn.  While it doenst have all the bells and whistles as Salesforce, it's a huge step up from Apple's…"
Aug 12, 2014
Paul Giganti replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"HI You should be able to export the contacts to Excel, a quick search shows multiple ways to do this. once in Excel the file can be saved as a CSV (comma separated value) file. Most CRM applications have an import function as well, you should be…"
Aug 12, 2014

Group Leader
Lee Flint replied to P.J. DePalma's discussion Contact Resource Management (CRM) suggestions?
"Too long without a specific suggestion on this question PJ. I recently started using Zoho.com for all my business applications. It's a cloud-based suite of business services ideal for small business. It includes a robust CRM module, and…"
Aug 12, 2014

Group Leader
Lee Flint left a comment for P.J. DePalma
"Thanks for joining in!"
Jul 4, 2014

Group Leader
Lee Flint left a comment for P.J. DePalma
"Welcome aboard P.J.! Consider joining the 48 Days for Military Veterans group. Lee"
Jul 4, 2014
P.J. DePalma posted a discussion

Contact Resource Management (CRM) suggestions?

Hello All!I am beginning a career transition (imagine that, here in this community!) to financial planning and I am looking to move my address book (Apple's Contacts App) to a more robust Contact Resource Management (CRM) solution.  I would appreciate any and all advice and recommendations from those of you that have experience using one of these platforms.  The company I am currently talking with has said they may be creating an internal solution through Salesforce, but the product they offer…See More
Jul 2, 2014
Joel Boggess left a comment for P.J. DePalma
"Hi P.J. - Welcome to the 48 Days community. We're glad you joined. This is the idea and social networking site for people that want to create their own opportunity or find the work they love.  I've been a coach…"
Jul 1, 2014

Group Leader
Kent Julian left a comment for P.J. DePalma
"Welcome P.J., I try to take time each week to welcome new members to 48Days.Net. So, let me say "welcome" to you! I know you will find this to be a great site filled with people who are experiencing true success in both life and…"
Jun 30, 2014
P.J. DePalma is now a member of 48Days.NET
Jun 29, 2014

Profile Information

How did you hear about 48Days.NET, and what do you hope to get out of being a part of this community?
I heard about the 48Days community from Dan's online radio show and I am looking to see what opportunities are available to both learn as well as share.
What is your current work situation? Employee, self-employed, generating any income on your own?
Currently a commercial airline pilot transitioning to a more fulfilling career that is more compatible with my values and goals.
And then...what is your goal/dream for your work life?
I am working towards becoming a financial planner to better use my talents to fill a dire need for people to understand their current financial position and then help them figure out the best way to achieve their own financial goals for their future.
How about your personal life? Any specific goals or achievements or dreams you are pursuing (or want to pursue)?
I am currently learning how to play guitar and I am beginning to put together the storyline for the first of a series of action/adventure novels dealing with contemporary issues.
What would you say are your strongest talents? How are you 'wired' and what can you offer to the world (it's OK if you don't know yet, but knowing is key to pursuing your dreams!)?
I am a high "C" on the DISC profile, which I would agree with. Very strong planner, enjoy creating systems, and do tend to be a bit retentive. I also am strong with small team leadership and getting a job done. Above all, integrity.
If you have a product or service to promote (now or in the near future) this is your shot to state it! Say all you'd like:
I will be a fully qualified financial planner within a year and would be more than happy to help you achieve a better understanding of your financial situation and offer options on how best to meet your future goals!

Comment Wall (5 comments)

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At 5:44pm on August 12, 2014, Jill Davis said…

P.J., Welcome to the 48 days community.  I always love seeing a fellow Coloradan here.

At 9:19am on July 4, 2014,
Group Leader
Lee Flint
said…
Thanks for joining in!
At 3:35am on July 4, 2014,
Group Leader
Lee Flint
said…
Welcome aboard P.J.! Consider joining the 48 Days for Military Veterans group.

Lee
At 12:38pm on July 1, 2014, Joel Boggess said…

Hi P.J. - Welcome to the 48 Days community. We're glad you joined.

This is the idea and social networking site for people that want to create their own opportunity or find the work they love. 

I've been a coach under Dan's tutelage for about seven years and have been a member of this community since pretty much day one. 

There is a wide selection of discussion groups to get involved with. If you'd like to take a peek at mine, "Raise your Game", here you go

An easy way to get started is by visiting the handy get started tutorial page. You'll find how-to videos and suggestions.

In gratitude, 

-joel

At 11:17am on June 30, 2014,
Group Leader
Kent Julian
said…

Welcome P.J.,

I try to take time each week to welcome new members to 48Days.Net. So, let me say "welcome" to you! I know you will find this to be a great site filled with people who are experiencing true success in both life and work.

Also, I'd like to point out that one of the best places to connect with other liked-minded people here is in the GROUPS section. There are groups for just about every interest you can think of, and if you can't find a group that interests you, you can start one. Groups are my favorite part of 48Days.Net!

Finally, if you happen to be a speaker or author (or want to become either), check out these two groups. They are two of the most popular groups on the site because of all the great conversation taking place:

* Speak It Forward -- REAL Success and Profit for Speakers!
* Write It Forward -- REAL Success and Profit for Writers!

Again, enjoy 48Days.Net. It's a great place to be!

Live it forward,
Kent Julian
www.liveitforward.com

 
 
 

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