ACT! 2011 - Significant new features part 3
The third in this series of articles about the new features in Sage ACT! 2011 is about the introduction to and integration of business info using Hoover’s online information service. Officially called...
View ArticleLet customer service in on it, too
In “true” CRM applications it’s a given that the application will be shared amongst various departments. In Contact Management programs, such as ACT!, it’s generally assumed that the sales...
View ArticleWhat you need for a successful CM/CRM implementation - part 1
This is the first in a series of articles that focus on a successful Contact Management or CRM implementation. Unfortunate that such a boring headline should be ascribed to such a terribly important...
View ArticleWhat you need for a successful CM/CRM implementation - part 2
This is the second in a series of articles that focus on a successful Contact Management or CRM implementation. What happened to a lot of folks who went from ACT! version 6 to ACT! 2005 and newer is...
View ArticleWhat you need for a successful CM/CRM implementation - part 3
This is the third in a series of articles that focus on a successful Contact Management or CRM implementation. The third we address is letting a non-professional manage the project. We’ve seen this...
View ArticleWhat you need for a successful CM/CRM implementation - part 4
This is the fourth in a series of articles that focus on a successful Contact Management or CRM implementation.The fourth area of consideration is that there is often no pre-planning or forethought...
View ArticleWhat you need for a successful CM/CRM implementation - part 5
This is the fifth in a series of articles that focus on a successful Contact Management or CRM implementation. We’ve found that a lot of owners and presidents of small firms will read a magazine...
View ArticleWhat you need for a successful CM/CRM implementation - part 6
This is the sixth in a series of articles that focus on a successful Contact Management or CRM implementation. Here is another example of retail product mistakes. The end user, rightly so, doesn’t...
View ArticleWhat you need for a successful CM/CRM implementation - part 7
This is the seventh and last in a series of articles that focus on a successful Contact Management or CRM implementation. What could be so hard about learning a new program? You learned how to use...
View ArticleShould You Have Your CRM in the Cloud? Part 1
This is the first in a series of articles that focus on whether you and your firm should have your CRM in the cloud. The first step in this discussion, of course, needs to be the definition of “the...
View ArticleShould You Have Your CRM in the Cloud? Part 2
This is the second in a series of articles that focus on whether you and your firm should have your CRM in the cloud. What about the cost? Always having the absolute latest version of the CRM...
View ArticleShould You Have Your CRM in the Cloud? Part 3
This is the second in a series of articles that focus on whether you and your firm should have your CRM in the cloud. Where’s the data? I remember a number of years ago not long after the...
View ArticleShould You Have Your CRM in the Cloud? Part 4
This is the third in a series of articles that focus on whether you and your firm should have your CRM in the cloud. Where’s your sales team? A serious discussion of cloud-based CRM can’t...
View ArticleShould You Have Your CRM in the Cloud? Part 5
This is the fifth in a series of articles that focus on whether you and your firm should have your CRM in the cloud. How reliable is your/your firm’s Internet connection? Have you noticed that you or...
View ArticleShould you have your CRM in the cloud? Part 6
This is the sixth in a series of articles that focus on whether you and your firm should have your CRM in the cloud. Cloud computing is good for the environment. A recent Microsoft study...
View ArticleShould you have your CRM in the cloud? Part 7
This is the seventh in a series of articles that focus on whether you and your firm should have your CRM in the cloud. Do you like speed? Observing sales reps (even though I own my own firm, I...
View ArticleContact Management is a natural for effective follow up
In meeting a lot of people at chamber of commerce events, networking group meetings and other venues, some will inevitably ask what Contact Management is or what it does. Being a technician my...
View ArticleMeasuring sales success
Talk to any marketing professional and he/she will tell you that once a marketing tactic or campaign is launched, you need to measure its success. Direct mail campaigns are often broken down into...
View ArticleSocial Media Seems Here to Stay
You’ve got your curmudgeons, your Luddites, your naysayers and your doubters. But it appears that Social Media is here to stay. Just like rock n roll, there’ve been people and pundits of all stripes...
View ArticleGo With the Flow
After dealing with individuals and small firms for a number of years, you get to see some patterns emerge. One pattern, or trend, we’ve seen is that while a lot of firms “get” the idea of...
View Article
