Archive for Consulting

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 […]

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 […]

Figure it out in your spare time? Not!

As a small business owner, you just spent a lot of money to purchase new business-critical software and the hardware to run it. How much of that investment may be wasted because it is not used it to its potential? Did you just load the software on workstations and say, “Just figure it out. How […]

So you want to take a vacation?

Recently I got back from a much needed vacation and was lamenting about how much work and emails had piled up in my absence.  Yes, I have an amazing crew who handled the majority of the calls, but they too were very grateful we were back because we as the owners were the ones with […]

Cyber Security – Lions and tigers and bears, oh my!

Several months ago I was at my Rotary meeting and one of my fellow Rotarians asked me about the iCloud scandal and what really happened.  I explained that iphones automatically uploaded photos (unless you turned off that option) and those online photos were “hacked” and released to the public.  When I told him this he […]

Black holes and boomerangs – the saga continues

Today, a friend and I were lamenting about getting people to do things and finish projects.  She said didn’t I write an article once about this and I said, yes, it was a while ago.  In fact it was 2009. It was on another blog forum so it belongs here as well, based on recent events. This […]

Excel Tip! Changing columns and format over multiple sheets

I work with Excel so often that I forget that things I do all the time and take for granted may not be widely known or used.  Today is yet another example.  While working on a client spreadsheet I did something that made my client exclaim and stop me mid-stream to show him what I […]

Fast Tip Friday: Ask for referrals

Yesterday I was once again reminded of something I read in a book by Dale Carnegie: “91% of customers say they give referrals yet only 11% of salespeople ask for them.” One of my clients said they were really happy with what we had done and that they were going to refer us to their business […]

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 […]

Business Improvement – it’s a process not a tool

Yet again, I met with a new client to discuss their current business “problem” or like I call them – “challenge.”  The client called me looking for a silver bullet or tool.  By the end of the discussion, I believe I had them headed down the right path – that of better defining the process […]