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It’s one thing to suffer from information overload, but what about contact overload? Business cards collecting dust, incomplete contact records in Outlook, duplicate names in your mobile phone. Say goodbye to all that with this simple, yet effective unified contact strategy for the business person: digitize your business cards, import, merge and purge, automatically add email addresses replied to, then keep them in sync across all of your contact files. Here is what I do…
DIGITIZE YOUR BACKLOG of BUSINESS CARDS
Take that stack of cards and send them off to CloudContacts who will get them into digital contact files starting at $30 for 100 cards. Or use one of many apps for your iPhone or Droid to import new cards. The iPhone has many more options than the Droid and seem to work better.
GET READY
1. Sign up for Soocial ($39) or Plaxo ($60) per year
Depending on which service you choose, it will give you the ability to syncronize your Outlook, Gmail, Yahoo, MSN, Hotmail, LinkedIn and AOL contact lists. Plaxo has scaled back their integrations considerably while newcomer Soocial supports many more and is cheaper. Both Plaxo and Soocial offer automatic deduping, but Plaxo does have a better tool to enable you to manage duplicates in a semi-automated fashion. Plaxo also offer many other bells and whistles.
2. For Outlook users, purchase and install Add Contacts for $15
This will let you automatically add email addresses to your Outlook Contacts file every time you hit “reply”.
3. For iPhone users, buy and install CardSnap Business App for $15 from iTunes App Store. CardSnap does not exist for Droid, but many other options exist.
This handy tool will help you digitize your business cards as you get them. This assumes you have your iPhone contact file linked with Outlook or of the other mail services supported by Plaxo.
SETUP THE SYSTEM
1. Import CloudContacts contact files into Outlook
This is pretty simple…just login to CloudContacts, download the CSV and import into Outlook.
2. Install AddContacts and set it up
The setup for this is located in the Outlook Preferences tab. You can choose how you want it to behave.
3. Link up your accounts with Plaxo
Install the Outlook Addin from Plaxo and setup the synchronization for all of your various accounts within Plaxo.
4. Dedup the Contacts in Plaxo
Use Plaxo’s Deduplication tool to clean up your unified contact file, which Plaxo now has shared across all of your linked accounts. Once complete, the updates will save and populate to your linked accounts.
ONGOING MAINTENANCE
This is pretty much automatic for you with two exceptions: regular deduplication and importing new business card contacts.
1. Importing new business cards as you get them
Using CardSnap or CloudContacts import new business cards into your Outlook or iPhone contacts file.
2. Dedup your contacts regularly
Access the Plaxo Deduplication tool monthly or quarterly to keep your records and files clean and up to date.
One comment
Comment by Rob Beeler on March 24, 2010 at 9:11 pm
I think I’m going to give this a try. I’ve never put much faith in Plaxo – I think their reputation isn’t the best because of all the emails that get generated, but perhaps it’s worth another look. Have you ever tried Gist? I was able to pull together quite a few accounts in one place with this service and de-dup them.