Archive for business intelligence

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. […]

Is it legal to monitor employee emails?

Last week I got an interesting email from a client regarding the legality of monitoring and reading employee emails. There were some internal issues that were causing concern and they wanted to know what tools to use and how to go about implementing the process. Before looking into tools, I wanted to ensure that it […]

Analyzing CRM Data

Last week, during my 3rd Act! Deep Dive, I talked about finding “gems” of data in your database and then taking actions on them.  It reminded me that I had written an article years ago about this topic. When I went and found it I realized it’s still relevant and I’ve resurrected for a blog post […]

Business New Years Resolutions

The theme of our newsletter this month is preparing for the new year. And most people will spend the end of the year preparing their New Years resolutions. It is also a good time to do the same thing for your business. And, for me, I believe it should follow the same rules that I […]

Keeping Your QuickBooks Company Financials Secure

Recently during a staff meeting, we had a discussion about QuickBooks data security features and how they compared to those in a competitive product. Specifically, a client did not like that a QuickBooks user could change a transaction from a prior year. Data integrity and accuracy is important to all business owners, but especially to […]

Fast Tip Friday: Refresh Data Connections in Excel on Open

We do a lot of spreadsheet reporting against a variety of data environments – for example ACT, Quickbooks, and other SQL vertical applications.  By default, Excel does not automatically refresh the data connections when you open the file.  You need to “turn on” this option.  Note, if the data being imported is a large amount, […]

Spring is a time to clean your data

Spring is in the air and it’s time for some spring cleaning.  How often do your scrub your contact lists? How often do you check for duplicates and merge them? If you are like most people, not often enough. That’s not surprising.  We all get caught up in our day to day work schedules so […]

Excel Reporting – don’t ya just love it

This is another in one of my information ninja articles.  Information Ninja is what one of my customers calls me. I told him, no, it is my job to make him one.  He laughed and said he wasn’t quite sure that was the case. But indeed it is.  I know how to find data and […]

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