My GTD system for Sales Hackers

If you are new to GTD (Getting Things Done), it is a productivity system created by David Allen. I recommend you start first with David's book, Getting Things Done. You can visit David's consulting firm, David Allen Company here. I have found no better primer on GTD than Merlin Mann's at 43 Folders. Read his Getting Started guide here.  

Capture and Task Management: My ubiquitous capture device is Omnifocus for iPhone on the new 3G iPhone. This combination allows me to capture the dozens of new tasks that pop up in the course of the day (and I always have my total task list with me, wherever I may be). Because I can sync all of my collected projects and tasks with Omnifocus, nothing has to be re-typed, translated, or moved later.

Keeping track of tasks by contexts (which Omnifocus provides), allows me to view my list of tasks in a manner in which is most useful based on where I happen to be and how much time I have available. If I am at the phone in the office, I can simply review my context list called Office: Phone. If I happen to be out, I can view my context called Errands, or likely, my context called Bookstore (let's not leave out the fact that iPhone's GPS combined with Omnifocus' location service pinpoints the closest bookstore at the touch of a button).

I sync Omnifocus for iPhone and the Omnifocus on my Macbook Pro using Mobile Me. It is still a dreadful service, and everybody has a tough time justifying the $99 annual price for an @mac.com email address (which is now, sadly, @me.com). But it syncs Omnifocus and Omnifocus for iPhone flawlessly, and in the end, that justifies the price.

On the iPhone, I also use The IconFactory's Twitterrific Pro. I use Notify Me to receive a text messages whenever @iannarino appears in a tweet, or when any number of the blogs I follow are updated (to learn how to manage Notify Me like a Rock Star, see Steve Rubel at www.micropersuasion.com.

My iPhone also has an app called Grand Dialer, which allows me to make calls from my Grand Central telephone number. Grand Central allows me to centralize and manage all of my telephone numbers, including two office phone numbers, two cellular numbers, and one home telephone number. I have groups set up so that calls from certain callers ring particular phones depending on where I happen to be.

Calendar: I use iCal, an Apple application as my primary calendar simply because it syncs with the iPhone. Because I use Gmail as my primary email service, I also use Google Calendar. I use multiple calendars, one for each of my primary roles, so I have quite a few. To keep them all synced in real time, I use BusySync from a company called BusyMac. This allows me to see all of my Calendars on the iPhone or on the Google Calendar page from the Internet.

Note Taking: I have recently become a convert to taking notes in a simple Text Editor. Following the advice of Gina Trapani from Lifehacker, I have found that note taking in a simple Text Editor allows me the flexibility to transfer the notes to other formats painlessly and quickly. For example, to copy notes from sales calls into Salesforce.com, I can simply copy and paste the notes when I get back to the office. At first this is an uncomfortable shift, but Microsoft Word is really more than is necessary for simple note taking; you really aren't worried about formating notes on sales calls, you are more concerned with capturing and context.

What are you using? What did I leave out?

Filed under: Sales 3.0

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