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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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3 Business Issues Solved with ACT Premium Subscription

Provide a Flexible Alternative to Purchasing ACT Software Choosing a Contact Management solution is about more than just software.  It’s about finding a product and a partner that fit your needs, and ...
author Julie Cooper 13 Min Read
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Accelerate quote creation with QuoteWerks for ACT or Infor CRM

Need to eliminate duplicate effort in quote updating your CRM, Excel or Word? Now you can integrate quote/order information automatically to the CRM system. Our clients that use the ACT Hosted ...
author Julie Cooper 9 Min Read
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Value Creation- Determining the Worth of Well-Used CRM

Your well-used CRM system has its worth updated every day.   Your CRM purpose-built system operates the way you need it to operate and so it is adding value to your business every day. Having this ...
author Dick Wooden 18 Min Read
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3 Business Growth Challenges Solved with ACT Hosted Subscription

Helping small businesses centralized multiple disconnected databases into one. Business Growth Challenge #1: Your company has 6 ACT Pro users all with their own database.  There is no companywide ...
author Julie Cooper 12 Min Read
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Make Lead Capture Easy and Quick

Gain Valuable Market and Product Insights with CRM Emarketing Integration Now you can swap those static web site lead capture form for interactive capturing of data directly into your CRM ...
author Julie Cooper 5 Min Read
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Hidden Costs by Sending Mass Emails from Outlook

Outlook is NOT Effective Marketing Sending out your company's newsletter, product announcement or event information to 20+ people through your Outlook system can have BIG consequences. Sending ‘bulk ...
author Julie Cooper 8 Min Read
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Business Intelligence Made Easier with Infor CRM Advanced Analytics

A smart business will use the tools and systems to continually get better - to grow smarter and faster.   According the Gartner: “Analytical CRM, which includes predictive analytics and segmentation ...
author Dick Wooden 8 Min Read
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