Archive for Management

Staying Sane While Working From Home – Part 2

Unprecedented times are upon us. The Covid-19 crisis is affecting all of us. In particular, it’s forcing many organizations to send their employees home to work remotely. This sounds like an easy thing to do – work from home. But for those of us who have been doing it for years, we know there are […]

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 […]

Don’t be a victim of Act! data loss

Recently, we have had several frantic calls from customers needing to restore contacts in Act! after a user has unwittingly deleted them. Unfortunately, in some cases, these clients haven’t had a recent backup of their Act! Database to pull the deleted contacts from. Don’t let this happen to you. Follow these guidelines to protect your […]

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 […]

Pain or Passion – Keys for Nurturing Customer Relationships

It’s hard to come up with fresh materials for social media. Every weekend when I plan out my tweets for the week, I’ve settled on having a general theme. It helps me gather material and puts a focus on things that come up spontaneously throughout the week. As I have said before, life in general […]

You can lead a horse to water…7 UI design tips for increasing user adoption

We’ve all heard the saying, “you can lead a horse to water, but you can’t make him drink.”  Maybe you can’t MAKE him drink, but… you can ENTICE him to drink. You can provide beautiful, convenient and tasty water so that he WANTS to drink.  Let’s apply this analogy to software UI (screen layout) design. […]

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. […]

Managing a Procrastinator or How to not be “put off” by those who tend to put things off

We have all known procrastinators or have been one at some point ourselves. Managing a procrastinator can be a frustrating and difficult situation. Let’s face it, procrastination not only affects our business but it affects our sanity. One of the obligations of a good manager is to mentor those we manage and help them achieve […]

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 […]

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 […]