In this short blog post we are going to look at the first three things that you should do after downloading These are,

  • Manage your Contacts
  • Structure your Contacts
  • Profile your Contacts.

But before we start, let's have a quick look at the basics. imports your contacts from your iPhone and automatically arranges them into company groups based on what you have entered in the contact's 'Company' field.  Don’t worry if you haven’t entered anything, or not entered anything consistently - makes it really easy to tidy everything up.

It’s important to note that syncs with your existing contacts - so whatever you change in is automatically changed everywhere else your contacts are synced to. For example, if you tidy up all of the Company names associated with your contacts, this new, perfectly organised, set of information will be replicated in Outlook, Gmail, or wherever you sync your iPhone contacts. Note that this also means that if you delete a contact in it is deleted everywhere.

Step One - Manage:

So, the first step is to Manage your contacts.  Tapping the Merge icon allows you to merge companies with different names into one. e.g. 'SLiCK' and 'SLiCK Concepts' merge together as SLiCK Concepts. Or tap the 'Edit' icon to rename any company to the name you would like all the contacts to have, e.g. rename from SLiCK to SLiCK Concepts. All of these changes are pushed down to all contacts within that group, and are then synced to everywhere else.

If you've not previously entered the company name for your Contacts, fear not. Go to the 'Unallocated' tab and from there you can create a new company (tap the '+' symbol) and add all of your contacts to it from there by swiping left on each one you want to add. Each contact will be updated with this new information.


Step Two - Structure:

Now that things are in good order, let’s start putting some structure to your contacts into getting them into the company hierarchy so that can automatically create the Org Chart for you.  Go into a Company and select the Manager that you would like to start with. Tap on the ‘Reports’ section down the bottom and now start adding reports to them. Swipe on the contact you want to add and select the report type.

You can select Direct Reports, Dotted Line Reports, Executive Sponsors and Executive/Personal Assistants. Keep doing this until you have added everybody that you want, then tap the Tick.

Viewing the Org Chart:

You’ll notice that these reports are now visible along the bottom of the Manager’s ‘Main Contact view’ (MCV), and that you can scroll through them to see everybody that reports to that contact.

Now swipe left across the centre of the MCV and you will reveal the Org Chart that has just created for you automatically. From here you can change the Org Chart style by swiping up/down as well as how many levels are displayed in the Org Chart. You can also export the Org Chart as either an image or a PDF for inclusion in your Account Plan, etc.


Swiping through the Hierarchy:

Once you have the hierarchy configured in there is a really easy way to navigate up/down it.

If you would like to see the team beneath one of the Reports in the bottom scroll bar simply drag that contact to the centre of the screen and drop them there - that will make them the main contact and will reveal their Reports in the scroll bar along the bottom. If you swipe left now, it will reveal their Org Chart.

If you want to see who the main contact reports to, simply swipe down from the top to reveal their manager.

This way you can navigate up and down through the company hierarchy really quickly and easily.

Step Three - Profile:

Now that you have your contacts organised, you can now profile them. This allows you to categorise each contact according the the traditional Strategic Sales profiles - are they a supporter or enemy? Are they an innovator or a laggard? A decision maker or a user? 

This is really easy in Simply tap the Profile icon on the Main Contact screen and select the options appropriate for your contact. When you click ‘Done’ you will now see these profiles on the Main Contact screen.  If you swipe to see the Org Chart you can toggle Profiles on or off by tapping the Profile icon. You can Export the Org Chart with or without the Profiles.

Showing the profiles on the Org Chart is a really quick way to spot where your coverage needs improving, or where to focus, depending on your objective. Click here to understand more about the value of Profiling your customer contacts.


Three Steps, and you're done!

There you go. Three simple steps and your contacts are perfectly organised. It is really easy to keep them up to date, so you can quickly update things after a meeting, when you have dead-time, etc. so you never need be out of date again.