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Staying in Touch With Your Clients

Plaxo is a new product I use to stay in touch with my clients. It is not NEW, but it is new to me. Plaxo Tools

Plaxo 2.0 is a free download that synchronizes all your contacts and keeps them current. Don't ask me how it does it, that is better left to Karen George, Jeff Turner or Neal  Bloom. All I know is it is a great time saver and keeps all my data current on both my Desktop and Tablet P.C.

Plaxo integrate your calendars, tasks, notes in Outlook, 9 (which I use), or Outlook Express. The feature I use most is the tool bar for my Outlook. It updates my contacts when anyone in my data base updates there information so I am always current.

When I first started using Plaxio, it went through my Outlook Contacts and eliminated duplicate copies ( yes, it asks you first ) Since I have 3200 contacts in my Outlook, WOW that was that a time saver and it got rid of invalid emails for me. I've been wanting to do it for years.

I always send Birthday Cards to my clients, now it sends me an ALERT in my email and right from my desk top I can send them a birthday card on their birthdays.

Student Advocacy LogoI I serve on a non-profit board in Ann Arbor, MI called Student Advocacy Center. SAC, is a Advocate for children displaced from their school, either by Expulsion or Special Needs or a long Suspension.

One of the board members, birthday is today. I had this response in my email today.

This is so sweet of you, Missy!  Thank you incredibly much! How did you know it was my birthday.  Do you have the re-sponsibility of making dear cards for Board Members on their birthdays?  (I'm 73 -- Ruth, believe it or not, is 4 1/2 years older.)   I'll remember this for however many more years I'll be alive.  (My daughter insists that I live till I'm 103, because I just remortgaged my house for 30 years.  I'm trying to see if I can pay it off in 20.  I'll be only 93 then.                                       Love,  March

The card I had sent her was just to honor her. You know at our age, we don't get lots of cards from friends or associates that we know. Our clients love us when we remember them. I have found using Plaxo keeps me organized and not so forgetful. Once again, it sync's automatically. Nothing to do once you download Plaxo. I found it so helpful, I pay for the Premium Service which is only 49.00 per year

Published Saturday, May 26, 2007 11:06 AM by Missy Caulk

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