Personal CRM: How executives manage networking and relationships (PRM)
For executives, consultants, and elite salespeople, networking is the biggest asset. Using a Personal CRM (Personal Relationship Management) in Jestor ensures you keep contact alive with key people, remembering birthdays, past conversations, and reconnection opportunities.
The address book is not enough
You met someone amazing at an event. Exchanged cards. 6 months later, you need to talk to them, but can't remember the company name or context. Memory fails. CRM doesn't.
The Digital "Rolodex" in Jestor
- Context: Don't just save "Name/Phone." Save: "Met at Event X, likes Wine, has 2 kids."
- Frequency: Set a rule: "I want to speak to this Mentor every 3 months." Jestor creates a task when time is up.
- Tags: Classify by "Investor," "Partner," "Journalist."
Frequently Asked Questions (FAQ)
What's the difference from LinkedIn? LinkedIn is public. Jestor is your private intelligence. There you note things not on the public profile (e.g., "Thinking about leaving current company").
Is it hard to keep updated? It requires discipline, but you can create quick forms to add contacts via mobile right after the meeting.
Does it work for sales? Yes, for long-cycle consultative sales where the personal relationship weighs more than the product.
Conclusion
With Jestor, you turn loose contacts into a powerful, active relationship network.
Boost your networking:https://jestor.com/