Customer Relationship Management (CRM)

I have been using SugarCRM for over a year now.
There is a free version of the software and paid version of the software.

Check out this great podcast on the CRM: TWiT focused on SugarCRM

Check out the Sugar Podcast, though it seems a bit out of date.

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Free Lunch Friday Notes July 23 2010

We were honored this week to have David Rose talking about the direction that companies are going.

I took a few notes on what he had mentioned.

First he mention some great outsourcing resources:

David also mentioned that we should take a look at the books Wikinomic sand Three Moves Ahead a book by Bob Rice.

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Business cards

Always always always use this link when going to get biz cards though vistaprint:
http://www.retailmenot.com/view/vistaprint.com

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How to Contact An Investor

There are a few ways to contact investors.

I believe the best way to do this is to find someone who can make a warm introduction for you via email. Then taking it from there. If you can find someone that you know who knows the investor.

Sending an email without knowing an investor before hand is hard because investors get 100′s of email a day from potentail companies to invest in.

Listening to Jason Calacanis’s on the podcast This Week In Startups he talks about the best way to contact investors via email. Some great advise from him, never send powerpoints, don’t email investors at strange hours of the night with your business ideas. Screenshots or a URL are good. Listen to these few minutes, they are very good: mp3.

Howard Morgan from First Round Capital says he will never open a .doc file. He doesn’t want to get a computer virus.

This is the email:

Hi Mr [THEM],

This is dot dot dot, I’m taking on this market, I’d love to tell you more if your interested. Here is my URL.

[YOU]

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The Executive Summary

A great way to layout your Executive Summary, this is the format that the people over at AngelSoft use. It is a CLEAN format that gets all good points across:

Example Executive Summary

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Innovation: Idea vs. process

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