Non-profit serves housing needs by organizing volunteers and material donations.

 
Skip Brown leads a non-profit organization called Freedom Builders in Traverse City, MI. They’re rebuilding homes from the inside out for people who can’t afford it. As we all know, when there’s a hole in the roof and winter is coming on, you don’t have a lot of time to get it fixed.

Focus on user engagement and adoption for long-term continued success with CRM.

The ability to change in business today is inevitable reality. End-user adoption is key to a successful CRM initiative. Over the years we have found several helpful hints for promoting CRM as a business culture and actions to achieve better user adoption.

CRM provides team, shared knowledge

CRM, Customer Relationship Management, and more particularly the technologies involved in delivering it has caused more confusion than any other technology that has been available in the market for so long. Survey after survey shows that for the majority of companies, the awareness of the technology exists but the confusion persists as to how precisely it benefits the user and his or her customer.

Cost of bad decisions:We were wrong but...

Several years ago my wife and I specifically wanted to visit Tombstone Arizona where Wyatt Earp and his brothers brought law and order to the West.  At Boot Hill is this marker of a deadly mistake made by the people in the community around this time. 

"The purpose of business is to create and keep a customer", Peter F. Drucker. 

That statement from one of my mentors has always stuck with our business focus and links to our core purpose as a business.

The economic climate today might lead you to wonder if email marketing is truly still worth the time and expense.

1. Opportunity Cost

Email marketing proves itself year after year with incredible returns on investment.  If email marketing has been on the chopping block for your organization, we suggest you rethink your budget.  You risk missing out on your cuts of this year's 67.8 billion dollar pie.

I’m always on the road, but I need to keep the sales funnel filled or my sales productivity will suffer!

Logistics for the client, logistics for yourself!

Our next story involves an independent rep selling to big business with a sales team of exactly two. Julie Yoder, a rep for Landstar, helps people with expedited shipping. The company provides shipping for hazardous materials and has overseas docks exclusively available as well. Within the logistics industry they have some pretty great niches.

Congratulations on your current business success so far...

Whether you have been using Sage ACT! or another contact management solution, you may require additional capabilities as your business grows.  Competition is ever increasing, customers are demanding more value to be delivered and there seems to not be enough time in the day to finish what needs to get done.

The Financial Advisor who delivers on follow up -- every time.

Everybody needs a niche. For our client at the College Planning Center, the niche within the broad world of Financial Advising is that of College Planning. I've seen this with the College Planning Center using Sage ACT! above and beyond it's capability, so we stopped to take a look at what was working well for him.

Understanding the full disclosure on the CRM Investment

Do you believe everything that a CRM salesperson tells you about the cost of implementing your software and all of its features and mentioned benefits?  Have you heard a realistic expectation of the full investment of time, energy and financial resources needed for successful implementation?