Best practices for a healthy address book

  • Author: Isidoros Sideridis / Date: 24th March, 2016

(Letter to a business manager)

Dear John,

First of all, let me share some information about myself: I am a (digital) productivity junkie and the last 15 years I am working with CRM & collaboration systems trying to find new ways to automate business tasks and save valuable time.

Organizing business contacts has always been one of my favorites and I am delighted to run Pobuca startup and focus to the essential business need of a shared address book that automatically syncs to mobile.

Below you may find 6 best practices for keeping a healthy business address book and I suggest to also apply them in your organization:

  1. As soon as you subscribe to Pobuca (through web or by downloading the mobile app: https://pobu.ca/mobile , update your Pobuca user profile with full contact details; all your co-workers should be able to reach you easily by accessing the internal address book.
  2. Make sure that you are using the web AND mobile app, as you need to access all your organization’s contacts while in the office or on the go.
  3. Import your business contacts using Contacts-bot (https://app.pobu.ca/#/index/import), a machine learning feature: drop any kind of file or source containing contacts and after a while you get an “up and running” structured address book. From now on, Pobuca is going to be your unique store for new business contacts and updates!
  4. Invite your co-workers and let them have access to your contacts and share a unique address book. The maximum value of Pobuca comes out of company-wide usage.
  5. Although not obligatory, try to relate contacts with their organizations in the address book. This link may be handy in various ways, and especially in searches, as in case of business contacts you often recall first the organization they work for.
  6. Last but not least, set some rules to your organization (or team) for keeping business contacts and how to properly use Pobuca (you need nothing more than the above 1-5 best practices). All digital productivity systems show their full value when a (simple) company-wide policy is followed.

What do you think? I would love answer any of your questions and get your feedback!