power-up your contacts: five steps to a tidy address book
TRANSCRIPT
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Power up your contacts5 Steps to a tidy address bookOctober 5Things a modern address book does, you couldn’t imagine
October 19
Stay in touch with key contactsNovember 2
Lead generation using your address book? Yes!November 16
Use your awesome address book for some business developmentNovember 30
WEBINAR SERIES
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Bad Address Book Good Address Book
• Full of gaps
• No valuable info
• Bad entries
• No gaps
• More valuable info
• Good entries
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5 steps to a tidy address book
1. Know your sources
2. Manage your contacts
3. Add information to your contacts
4. Develop good habits
5. Auto-enrich contacts
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Step 1
Know your sources
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87% of Covve users keep multiple address books!
Know your sources
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Know your sources
These contact sources are :
Gmail Outlook iCloud Phone Device
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iPhone groups Android accounts
Know your sources
Step by step:How to manageandroid accounts
Step by step:How to manage iPhone groups
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iPhone groups
Know your sources
o Groups translate to address book sources i.e. iCloud group, Gmail group, Exchange group.
Tip : Tidy up your contact list by reviewing your groups/accounts and removing from your settings any that do not contain useful contacts.
o Groups get added when you add an email account. At the same time you are also enabling contact synchronisation.
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iCloud Exchange (Outlook)
Gmail Phone
Interface Fair Fair Fair Simple
BackupGreat and works
seamlesslyYes
Great and works seamlessly
No
Integration
NoGood for latest
versionsGreat No
Did you know that Gmail and iCloud keep constant backups of your contacts so you can always return to a previous date? So you never need to worry of losing your contacts ever again!
Address book comparison
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Step 2
Manage your sources through a single interface
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To combine 2 address books into one, or to change address book:
http://help.covve.com/knowledge_base/categories/address-book-providersDetailed instructions on how to export/import from various address book sources
Move contacts between address books
A single address book makes maintenance and consistency much better.
Moving your contacts between different accounts is possible and easy!
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Maintain multiple address books but still view them and manage them as a single list.
Apps that help you do that:
Multiple sources through a single interface
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Step 3
Add information to your contacts
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Add information to your contacts
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iOS9+ automatically identifies emails and phone numbers for your contacts by examining the signature of emails you exchange
http://help.covve.com/knowledge_base/topics/how-to-automatically-add-emails-to-your-contacts
Add information (for iPhone users)
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Open the contact and tap on “phone (found in Mail)” to add the data
Add information (for iPhone users)
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Gmail stores the name and email of people you exchange emails with in a folder called “Other Contacts”.
http://help.covve.com/knowledge_base/topics/how-can-i-use-my-google-other-contacts-with-covve
Add emails from Gmail
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Step 4
Develop good habits when adding new contacts
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Good habits when adding new contacts
Scan business cards
Identify the data
Add it to your address book automatically
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Step 5
Auto-enrich contacts
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Auto-enrich contacts
Covve adds company info to > 40% of contacts, country to > 70% and merges on average 50 duplicates per user.
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Auto-enrich contacts
Step 1:View suggestions
Step 2:Apply improvements
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Next in this webinar series… Things a modern address book does, you couldn’t imagine!October 19
The ultimate professional address book