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Like some of you out there, I’m concerned about the way I am managing my dealflow at Producteev<\/a>. SalesForce is really complicated, and expensive. And there are not a lot of alternatives out there.<\/p>\n
You get in touch with potential clients and partners all the time, and there are no simple ways to keep track of them, or just follow-up after a couple of days \/ weeks \/ months.<\/p>\n
I’ve always said to myself that most of it is what a task management<\/a> app should be able to do : tag deals, set deadlines and reminders for follow up, set priorities, potentially assign leads to co-workers, and that would be pretty much it.<\/p>\n
Wrong<\/strong><\/span>. A big part of it is the way you integrate those leads into your workflow. Most of the time, you get in touch with potential clients\/partners by email, so you basically need a top email integration. Thanks to the email to task feature on Producteev<\/a>, you can do just that.<\/p>\n
Here’s the flow I am using, that worked tremendously well for me in the past weeks.<\/p>\n
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1. Bcc task@producteev.com<\/a> to your first (or even second…) email to your potential client or partner<\/strong><\/span><\/p>\n
Like I said, you need to be able to collect the task without leaving your email client so it’s not creating any friction in your workflow, for this, just bcc task@producteev.com<\/a> to that first email<\/p>\n
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If you feel like it, you can add tags to the email subject, Producteev will understand them and automatically process the task, example :<\/div>\n
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Email subject : Producteev Applications for LeWeb (next month ##biz dev 5*)<\/em><\/p>\n
It will set a deadline for next month, assign the ‘Biz Dev’ label (that will let you look through your leads \/ deals when you need to), and 5 stars of priority<\/p>\n
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2. Find and manage your new lead on Producteev<\/strong><\/span><\/p>\n
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<\/strong>As expected, Producteev will automatically process your email as a new ‘task’, and you’re good to go! <\/p>\n
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You will get an automatic reminder a month from now to follow up, and even have the full content of this email as a note<\/p>\n
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3. Track and Follow up<\/strong><\/span><\/p>\n
If you click on a label, from the left side panel, you’ll have access to all of your tasks labeled ‘Biz Dev’ or ‘Sales’ or whatever name you picked!<\/p>\n
Easy to keep track of things.<\/p>\n
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4. BONUS for Google Apps Users<\/strong><\/span><\/p>\n
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Turn your email into tasks in one click by installing our Gmail Contextual Gadget for Google Apps here<\/a>. Amazingly simple, and exactly what you need, to fuel those biz dev emails automatically to Producteev.<\/p>\n
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To sum it up : Bcc task@producteev.com<\/a> to your sales emails, tag them with a deadline, a label, a priority, etc. And you’re done. You won’t forget about any follow-up anymore.<\/strong><\/p>\n

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PS1<\/span>: Producteev<\/a> is free for individuals and pairs, so go try it out now!<\/p>\n
PS2<\/span>: More info on our Natural Language Processing feature : http:\/\/support.producteev.com\/entries\/245069-natural-language-capabilities<\/a><\/p>\n
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via startupzz.com<\/a><\/div>\n
Business Development and Sales use case written by Ilan. Fire up your questions if you have any!<\/p>\n<\/div>\n
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