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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Julie Cooper

Julie Cooper

Recent Posts

Top 10 Reasons Our Clients Find Sage ACT! the Best Solution

After working with my clients that have adopted Sage ACT! in their businesses, I wanted to get a simple, to the point, reason why Sage ACT! has been the best solution for their type of business. Here ...
author Julie Cooper 5 Min Read

Spa business upgrades Sage ACT to "steam" up new business

Evergreen Spas and Saunas Upgrades from ACT 2000 to 2013, using mobile options to make business leaner, more effecient. This local company out of Mishawaka, IN has used Sage ACT! for over a decade, ...
author Julie Cooper 6 Min Read

Want Your Business to Get Lucky?

Prepare for success before it happens with CRM. The other day I was watching an episode of one of my favorite television shows, American Pickers, on the History Channel. During the episode in ...
author Julie Cooper 5 Min Read
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Serve Your Target Market Better - ACT! for Non-Profit

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 ...
author Julie Cooper 7 Min Read

The Economics of Email Marketing. Is It Worth It?

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 ...
author Julie Cooper 3 Min Read

Keeping Your Sales Funnel Filled While on the Road-Sage ACT

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 ...
author Julie Cooper 7 Min Read
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Customer Retention - Are you forgetting to follow up?

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 ...
author Julie Cooper 7 Min Read
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