Truth about CRM – It’s not about the software, It’s in your actions.



Posted by Julie Cooper

Over the years I've heard the frustrations from business owners down to the workers on the production line.

"Where is the communication in this company?"

Simply…. it is up to ALL of us.  Owning responsibility, using the CRM software you have in place and listening to what the employees are BEGGING for.

How can I make my job easier, more productive with accomplishing what needs to be done so I have a better pay check at the end of the week? In all roles in a company this is true, no matter what position you have.

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Topics: Customer Experience Improvement, Saleslogix success, CRM benefits, Business analytics, Buying process, ACT! 2013, ACT! Tips and Tricks, Circles of Success

CRM - for knowledge capture, distribution and improvement from



Posted by Dick Wooden

Every successful CRM system revolves around the management of knowledge.

It starts with identification of the primary prospective and current customer business accounts and the contacts with various people at these accounts. The CRM system database holds the connections and associations among people.  It's tapping into the tribal knowledge of what works and accumulated by others in the organization - sharing the power of knowledge.

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Topics: Appreciating Asset, CRM System Importance, Customer Service Improvement, Buying process, ACT! 2013, ACT! Tips and Tricks, Call report-NOT, 80-20 Principle

Small Business Owners using ACT! Hosted Services for Cloud Access



Posted by Julie Cooper

The number one question I have been asked from my ACT! clients this year:

My small business is growing and I need access to my ACT! data on my mobile devices and access via Web, but I ....

  • have ACT! Pro Edition of software and it's an older version. 

    • With ACT! Hosted Services the latest Premium version of ACT! software is included in monthly hosting investment.*

  • don't want additional IT costs.

    • You can forget about additional hardware needs or complex configuration.  You also benefit from Swiftpage's secure, state-of-the art data center that's monitored 24/7.  ACT! handles the ongoing maintenance and performs nighly back-ups.

  • want fast setup to my ACT data in the cloud.

    •  In most cases the whole process from quote to accessing your database via cloud is about 1-3 days.

  • may need technical support accessing my data via cloud.  Is this included?*

    • Yes, you can contact ACT! Technical Support for support questions. With ACT!'s Business Care that is included with your monthly subscription you get top level tech support here localy in the US!*

 

  • still need a remote (off-line) copy of my database. What other advantages does this provide me?

    • Yes. The remote database gives you the ability to:

      •  update user settings

      •  customize reports 

      •  access to a host of commonly-used desktop ACT! add-ons

      •  modify User Security Access

      •  import Data

      •  create Loacl Data Backups

 

 Getting Started with ACT! Hosted Solution Video:


 

*For Act! Hosted: Review Act! system requirements at www.act.com/systreq. You must purchase one Act! Hosted subscription per user. Feature limitations with Act! Premium (access via web) apply for online access. View the KB to learn more. Visit the Act! Marketplace or contact your Julie Coper, your add-on product provider, to determine compatibility for your add-on products.

 

Still have questions if this is the soltuion for your business?  

Call Julie for your specific business needs: 269-445-3001.

 

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Topics: ACT! Web, Swiftpage e-Marketing, Lower IT costs, Make your business work smarter, Web-based productivity tools, Productive Improvements, CRM for Effectiveness, ACT! Tips and Tricks, ACT! Success, ACT! Cloud

Help with eMarketing Content - 10 Quick Tips



Posted by Julie Cooper

One of the hardest parts of email marketing is generating content email subscribers truly want to receive.

Emails without interesting and relevant content will quickly be disregarded.

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Topics: Swiftpage e-Marketing, Compelling Value Creation, Saleslogix success, Marketing Content Improvement, eMarketing Effectiveness, Marketing Effectiveness, ACT! Tips and Tricks

Sage ACT 2013 SP1 - Stay Compatible and Experience New Features



Posted by Julie Cooper

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Topics: ACT! Web, Social Media Use, Social CRM, Integrated Business, Buying process, ACT! 2013, ACT! Tips and Tricks, ACT! Success, ACT! Cloud

Top 10 Amplify Business Success with CRM Articles of 2012



Posted by Dick Wooden

The Most Popular Content about Selling, Marketing and Customer service

Julie and I here at Success with CRM Consulting, Inc. have been compiling our most effective and practical advice from this year' "Business Success with CRM" blog, that you as our readers, enjoyed over the past year. 

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Topics: ACT! Web, Customer Experience Improvement, Results Gained with CRM, Mobile device management, Saleslogix success, Business Growth Enabler, Make your business work smarter, Web-based productivity tools, eMarketing Effectiveness, Marketing Effectiveness, Business success with CRM, Strategic Business development, Sales Productivity Improvements, Business Transformation, Know your customer, Acquire-Retain-Develop, Customer Retention, CRM for Effectiveness, ACT! Tips and Tricks, ACT! Success, People first CRM, Executive Buy-in

From Selling a System to Becoming Trusted Advisor: Part 2



Posted by Julie Cooper

Last week I told you about Printing Pros, the business that first contacted us when their sales team was begging for a CRM system.

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Topics: Target Market, Results Gained with CRM, Make your business work smarter, Better Decision Making, CRM benefits, Productive Improvements, Sales Productivity Improvements, Trusted Advisor, CRM for Effectiveness, Opportunity management, Sales forecasting, Empower CRM Success, ACT! Tips and Tricks, ACT! Success

From Selling a System to Becoming Trusted Advisor: Part 1



Posted by Julie Cooper

An Enabled Sales Force Gains Productivity

Our relationship with a company I’ll call Printing Pros started two years ago. The owner, whom I’ll call Mr. J, contacted us because their sales reps were actually begging for a customer relationship management system. He opted for Sage ACT! 2011 when he saw how it would increase productivity and gain visibility into what the sale reps were doing.

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Topics: ACT! Web, Mobile device management, Mobile CRM, Keep in Touch, Business Relationship Development, Sales Productivity Improvements, Trusted Advisor, Customer-Centric Strategy, ACT! Tips and Tricks, ACT! Premium Mobile

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



Posted by Julie Cooper

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 are the top 10 reasons. . .

  1. It gets the job done for managing contact and customer information.
  2. It is down-right affordable.
  3. It is intuitive enough to get us going fast and managing our business day.
  4. It is easily modifiable.  With a few clicks a new field can be added and placed on the company, contact or opportunity forms.
  5. It has a long (25 years) history in the sales professional networks as the go to solution.  Lots of tips and resources to support our success.
  6. It is easily integrated with eMarketing so that email responses and customer survey results keep our sales department up to date on our hot and warm self-qualified prospects.
  7. The Web user interface is so close to the Windows version that its much easier to move the business to the cloud or a web environment.
  8. There are useful mobile options available for smart phones and table devices.
  9. Configurable dashboards show how our business is doing so our users, management and the business owners can make better decisions, faster.
  10. There is a large set of specific add-on, enhanced functionality apps. Kind of like the iPhone apps world...

After reading all of the on-line reviews, having a conversation with a software consultant and even demoing the product - sometimes it just takes the simplest explanation from everyday Sage ACT! users to understand what are the biggest values. 

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Topics: Customer Experience Improvement, CRM user adoption, Tailor made CRM, Make your business work smarter, eMarketing Effectiveness, CRM benefits, CRM for Effectiveness, ACT! Tips and Tricks, ACT! Success

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



Posted by Julie Cooper

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, but the functionality they were getting was easily as outdated as the software they owned.

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Topics: ACT! Web, Mobile CRM, Make your business work smarter, eMarketing Effectiveness, Productive Improvements, ACT! Tips and Tricks, ACT! Success, ACT! Premium Mobile

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