Time is a Thief - Success with CRM is the Cure

Posted by Dick Wooden

Time is the one resource we cannot add to not matter what.  The clock keeps ticking whether we accomplish something or not. 

Time steals our accurate collection of thoughts.   

We do forget the details over time, unless you are a hermit on a deserted island with little to remember. We don't remember as clearly and that inaccuracy can get you into trouble. Ever have a customer call you and she immediately communicates an issue on their mind, but your total recall may be somewhat shady, you scramble to lookup the latest emails or pull printed information from a folder, somewhere.  All awhile time is ticking away....

Read More

Topics: Customer Experience Improvement, Customer loyalty, Customer Communications, Flexible CRM, Make your business work smarter, CRM benefits, CRM System Importance, Engagement improvement, Sales Productivity Improvements, Workflow Improvements, Managing Commitments, 80-20 Principle, ACT! 2011

More Listening Results in a Simply Smarter Solution

Posted by Dick Wooden

The Shared Discovery Process

The other day Julie and I were visiting a local Sage ACT! small business client that had recently hired a new field sales representative and a new marketing person.  The general manager knew that the Sage ACT! solution could provide more benefits for his new staff but wasn’t sure what questions to ask or were to start.  We could tell it was time for us to ask intelligent questions and actively listen. 

Read More

Topics: Simply Smart Working, Adaptable CRM, Building Stronger Relationships, Business Growth Enabler, Make your business work smarter, Getting Things Done, Selling Smarter, ACT! 2012, ACT! Success, ACT! 2011

Sage ACT! Releases SP1 Hot Fix 5 for the 2011 Version

Posted by Julie Cooper

Read More

Topics: ACT! Web, Gmail Intergration, ACT! Tips and Tricks, ACT! Success, ACT! 2011

Personal Details Matter - CRM to the rescue

Posted by Dick Wooden

Have you ever really connected with someone at a networking event or during a sales call? Maybe your children are the same age, or you support the same sports team, or you share an affinity for gourmet bread.  Those connections are the building blocks of a business built on loyal customers and referrals.  If they like you and like what you deliver, they will tell others.

Read More

Topics: Referral Marketing, Target Market, Saleslogix success, Appreciating Asset, Building Stronger Relationships, Staying Top of Mind, CRM System Importance, Know your customer, Acquire-Retain-Develop, ACT! Success, ACT! 2011

When Sales People Go Bad - Sage ACT Security Settings

Posted by Julie Cooper

You run a tight ship and you have a careful hiring process, ensuring that only capable, enthusiastic people become a part of your sales team.

Read More

Topics: Regain Control and Perspective, Data protection, Security with CRM, ACT! Friday Fun Tips, Perspective -Gain Control, Integrated Business, CRM understanding, ACT! Tips and Tricks, Critical Mistakes with CRM, ACT! Success, ACT! 2011

Faster than a speeding bullet - QuickBook Sales Data to ACT!

Posted by Julie Cooper

Synchronizations just got 5 to 10 times faster with the latest release of QBSalesData - QuickBooks Integration with ACT!. This enhanced transaction synchronization functionality in version 2.0.7.8.3 provides improvements in the time to update ACT!. 

Read More

Topics: ACT! Friday Fun Tips, QuickBooks Integration, Accounting integration, ACT! Tips and Tricks, ACT! Success, ACT! 2011

Down the Broken Trail of Forgotten Relationships - Part 1

Posted by Julie Cooper

You have your ACT! Software. You are now on the cutting edge of Customer Relationship Management. Now what?

First of all, a system like  ACT! is not just a glorified rolodex.Like a rake hung in the garage for the entire autumn season, it doesn’t do any good unless you use it.Your new data system is dynamic and has the potential for greater good- if it is properly utilized.

Within about 60 days of receiving your  ACT! Software, you should have all the data from your old databases entered into the system.Now it’s time to clean house.Do you have 3 entries for John Smith on Main Street?Combine them into one entry.Do you have missing information- first names, phone numbers, and dates of service?Go through and update these items.The efficiency of your software system is only as good as the data you enter.Remember the old programmer’s mantra, garbage in, garbage out?  ACT! performs actions based on the information entered into the system.The better information, the better it will work for you.

Read More

Topics: ACT! smart tasks, Forgotten Customer Relationships, CRM benefits, ACT! Tips and Tricks, ACT! Success, ACT! 2011

How Carbonite is Kryptonite for Sage ACT!

Posted by Julie Cooper

Not all backup systems are the same. 

Although it is always important to backup your data, some online systems can actually prevent you from using your Sage ACT! software. 

Read More

Topics: Lower IT costs, ACT! Friday Fun Tips, ACT! Tips and Tricks, Critical Mistakes with CRM, ACT! Success, ACT! 2011

3 More Reasons to Choose Infor CRM (Saleslogix) Instead of ACT!

Posted by Dick Wooden

We are often asked about the differences between ACT! contact/customer management and Infor CRM (formally Saleslogix) solutions for a specific business.

Read More

Topics: Contact Management vs CRM, CRM Paradigm, SalesLogix and ACT! comparison, Saleslogix success, Appreciating Asset, Business Relationship Development, Customer Service Improvement, Know your customer, Service Issues-Resolution Ticket, ACT! Success, ACT! 2011, Infor CRM

Upgrading from Sage ACT! - Are you ready for CRM?

Posted by Dick Wooden

Are you ready for CRM?

As a Sage ACT! user, your business has relied on Sage ACT! to manage all the details of your customer relationships. But as your business grows, you may discover that your needs are pushing the boundaries of Sage ACT!. You need CRM- the full capabilities of Customer Relationship Management.

Read More

Topics: ACT! Web, Lower IT costs, Mobile CRM, Saleslogix success, Cloud computing, Business Growth Enabler, Web-based productivity tools, Productive Improvements, CRM System Importance, ACT! Success, ACT! 2011

Print Friendly and PDF

Subscribe

TO THIS BLOG:
LEVERAGING YOUR CRM

Learn How to Grow Your Business Through One of Your Most Powerful Business & Sales Tools

Deliver Exceptional Customer Service

Categories

see all

Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.

 

© 2016 All Rights Reserved.
Legal Disclaimer