Meet Vanessa as we follow her through her busy day, managing sales and follow up activities. She is struggling to reach out to prospective customers and what she really needs is an effective way to build and manage the business in order to increase sales.  

Manage your day and easily share conversations in real time

Learn how to grow the business, organize meetings and monitor performance. Watch how Vanessa can access a customer group or company records to discover useful information including contact details and social updates.  Using the calendar she can plan for upcoming meetings where presentations activities are completed. She can then use her mobile phone or tablet to get direct access to her contacts and create notes so that her team can keep track of all conversations in real time.

Here at Success with CRM Consulting, Julie and I help entrepreneurs and business stakeholders navigate the complex analysis and decision-making process in accelerated business growth by using our expertise and life experiences with our successful clients and key strategic partner resources.

Over the years we have found many unique ways in describing our products and services. Here's our newest approach...

You’re an 8 year old who starts a corner stand to sell lemonade so you can buy a new "flashy red" bike.  You decide to open your stand from 11am to 5pm Saturday and Sunday this summer. 

Act! v17.1, the newest and most intelligent version of the #1 best-selling contact and customer manager.

With enhancements to integration and automation, it's easier than ever to turn your marketing efforts into successful sales.

Finally, sales process meets nurture marketing.

Key Highlights of Act! v17.1

• Enhanced Call List functionality enables users to take actions directly from the Call List - like scheduling follow-ups, and creating Histories and Lookups.

• Additional customization options give users a more personalized experience - including customized big buttons, Act! Notifications, and default History options.

• Automation & Productivity Enhancements help streamline activities like import and duplicate checking (on Windows and Web!), Global web Info preference management, and additional options for URL links in Documents.

Top 10 Time Management Tips for Business Owners & Power Users

Time is Money. Increase your productivity with these effective strategies from ACT! 

Let's face it, sometimes there just aren't enough hours in the day. You have a to-do list a mile long, you're juggling multiple calendars, and struggle keeping on top of it all. More time is spent figuring out what needs to be done than is spent actually doing it.

Deliver More Revenue with Salesfusion smart marketing automation

Marketing automation is a natural add-on solution for CRM.  Most CRM users struggle with integrating their marketing to sales efforts. Lead follow up drops off.  Contact with promising opportunities goes by the side and prospects forget the value of your offerings.

Salesfusion solves this problem with their pre-built integration for Infor CRM.

CRM + Marketing Automation 

To attract new opportunities, convert them into contacts, and nurture them into lifelong relationships requires a deeper understanding of your customer's motivations.  Simplify your customer relationships with Infor CRM (Saleslogix) and automate your communications with Salesfusion.  With the tightly integrated "Sales Squared" solution you can implement powerful lead-to-sales management programs.

Infor CRM customers worldwide use Salesfusion to optimize the lead-to-revenue life cycle, by adding efficiency, capability and predictability to each step in the process.  Your customer interactions by email, on the web, and at web events are automatically added to your contact and group history in Infor CRM.

Feature rich and powerful, yet cost effective enough for SMBs, Salesfusion and Infor CRM will help your company's bottom line by giving your marketing team all the latest technology available to generate demand and leads for your sales team.

Get a better view of your contacts and easily capture web leads!

Acquiring new prospects that fit your ideal profile, staying 'top of mind'  with your contacts and obtaining a 360 degree view of customers are core capabilities of a customer relationship management system such as Act! or Saleslogix.

Now Contact Timeline and Lead Capture new capabilities are available in the latest Act! Feature Packs for Business Care subscribers only.

New Contact Timeline Feature:

• Easily see all the interactions with a particular contact - meetings, calls, opportunities, and more - at a glance!

• Filter to view particular interaction types, such as opportunities and histories.

• Edit interactions, right from the timeline

• Easily view who is communicating with prospective and current contacts 

Guess less - grow more profitably

There ought to be a better ways to connect with customers and prospects about what they are most interested in so you don't have to guess as much and you can grow business more profitably. With the integration of Swiftpage emarketing into Act! v16 and Saleslogix we are sharing some friendly advice compliments our business friends at Swiftpage. Here is a handful of insights to get growing with Act! or Saleslogix emarketing so you can focus on what you love. 

Our love is helping business professionals develop positive relationships among employees, customers and prospects and definitely providing the tools to make it easier and smarter doing so. 

Great actions to take for following up....

The following is from C.J. Hayden is the author of Get Clients Now!™ Thousands of business owners and independent professionals have used her simple sales and marketing system to double or triple their income. 

A successful CRM system in-place has a huge impact on knowing the most about your prospects and customers. It can also help you follow up in a timely and concerned fashion with knowledge at your finger tips.

Use a few of these action steps each day to reach out.