Archive for Business growth

Using warm calls to keep in front of clients

This month we’re doing another of our Reese’s Southern Wisdom blog posts. The timing is actually perfect.  August is a favorite month for travel, family vacations and just getting out of town. For people, that’s a good thing. For sales, not so much. With customers not picking up the phone to call for sales or services, […]

CRM is not rocket science

While working with a client recently I described the basic underlying strategy for a CRM (customer relationship management) process.  He had chatted with several different companies and he remarked that he got paragraph after paragraph of descriptions. However, he said mine was the simplest and one that he felt he could repeat to his sales […]

Q2C – Quote to Cash – What it means for SMBs

Recently I posted a Youtube video about the integration of Act! and Quotewerks. I’m including a link to it below. After I sent out a Tweet about the video I got back quite a few interesting comments but one in particular inspired this blog post. This follower liked the video and said that the Act! […]

Maximizing your strengths and Strategizing your weaknesses

Today’s blog post is the first “official” entry for my Reese’s Southern Wisdom series.  During my conversations with Reese he kept referring to maximizing his strengths and “strategizing” his weaknesses.  This phrasing is a bit different than you will typically see when you research this concept. And that is on purpose for Reese. It’s classic […]

Reese’s Southern Wisdom

  Several years ago I had the pleasure of meeting a new client who has also become a friend. His name is Reese Griffin. He is now retired, and was lastly a SVP at Boston Mutual Life. He’s a born and bred southerner from Tennessee. Reese came to us looking for Act consulting. He is […]

Spring Cleaning for the mind

During a meeting last week we were discussing a book to review during a quarterly education event coming up. Cleaning out my desk drawers the week before, I stumbled upon a miniature edition of The 7 Habits of Highly Effective People.  I suggested we use that as our book review. It’s timeless and still very relevant. […]

Set your CRM up for success

I’ve been working with a client recently and we’re getting ready to upgrade their Act! As part of the project, I asked my client what was their defined sales process.  And I got the answer I was actually expecting. There was none. Most of the sales reps had been selling this product line for years. […]

5 tips to help manage procrastination

Last week was National Procrastination Week so it inspired a theme for some of the articles in our monthly newsletter (which ironically is one week late.) That is just dripping in irony. For years, I have been a proponent of time management and organization. But I can and do procrastinate when there is something I […]

PEC acquires Kristi Smith Consulting

Chattanooga, TN – January 25, 2017 – Patricia Egen Consulting, a provider of business consulting services, located in Chattanooga TN, is pleased to announce the acquisition of Kristi Smith Consulting, located in Lincolnshire, IL. This acquisition strengthens our reach into the Midwest as well as bringing to our group a custom vertical CRM database designed […]

Is the Cloud one of your New Year’s projects?

It’s a brand new year.  People are looking at ways to start the new year off right. They are organizing their data, cleaning up files, and looking at current office setups.  One of the things we are finding customers looking at is Cloud based hosting of their critical files. Which for me can either be […]

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