Tanner-Maluchnik

Excellent and FREE Social Customer Relationship Management Tool: Gist

by Tanner M. on

in Apps, Business, Entrepreneurship, Organization, Social Informatics, Social Media, customer relationship management

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With the ever growing online social networks, we are beginning to become “over-connected.” That is, we often find ourselves connected to thousands upon thousands of people who we do not know.

While searching the web for a tool or program that I could use to congregate all my connections scattered across the social media landscape (Twitter, Facebook, LinkedIn, etc..), I came across an wonderful and free tool called Gist.

Gist is awesome! It makes Social Customer Relationship Management (sCRM) actually fun and easy.

Aggregating Your Contact’s Profiles

Gist-Contact-Profile
One of the powers of Gist is that you can connect it with your social media profiles. In turn, Gist will aggregate all the contact details and information from each person you are connected with all into one spot. Here is how Gist explains it:

“Gist has automatically created profiles for many people in your network. Aggregating publicly available data and information from your connected accounts, we’ve created profiles and automatically ranked your contacts using the Gist Importance algorithm.”

You can also find almost anything you would need in regards to each contact. For example, there are quite a few options under the Contact Profile of each person such as Correspondence (E-mails sent between you and the contact), Links (Sent between you and the contact), Attachments (Sent between you and the contact), Shared Contacts, and even a Google Search of the contact.
Tanner-Maluchnik-Google-Search

Contact “Importance”

Gist-Importance-Sliding-Scale
Then Gist will determine the importance of each one of your contacts based on a sliding scale of 0-100. It comes about this importance number by a few factors:

Gist is constantly working in the background to stack rank your important contacts. The system takes into account a number of factors including email interaction, connectedness (how many different ways you interact with a contact) and meeting history to determine a contact’s Gist Importance. When necessary, you can also use the Importance slider to fine-tune the system

Excellent, thanks! If you feel that it has incorrectly identified the importance of a person or you want to change the importance of a person then all you need to do is slide the scale.

Gist Platform

Gist contains three different tabs on its platform to track your relationships.

The first is the Dashboard tab, best explained by Gist itself:

Your dashboard shows recent content about your contacts including news, blogs, twitter… automatically collected, ranked and grouped saving you critical time and giving you valuable insight.

Another neat option on the Dashboard is the ability to see

The second is the People tab:

Finally, a way to rank your most important connections. The List pages offer tools to manage and update the people and companies that matter to you most.

And lastly, the Companies tab:

Finally, a way to rank your most important connections. The List pages offer tools to manage and update the people and companies that matter to you most.

Right now, Gist is still in the beta stage but have found it very useful to aggregate all my contacts into one dashboard. Disregard the word “Customer” if you are not in a business, but just want to keep an organized collection of your relationships both online and offline all in one spot.

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