Archive for Marketing

Is your new marketing plan stuck at go?

Was building a marketing plan one of your New Year’s resolutions but you just can’t seem to get started? Setting up a marketing plan or even a single campaign is not something to be taken lightly. There are many moving parts that need to be addressed. But let’s talk about a few basics that should […]

Ho Ho Ho-Make Sending Holiday Greetings Easy

It seems that the practice of sending cards to customers may be coming back into the norm. I know the holidays are upon us when I start getting calls and emails asking how to print labels or envelopes for holiday cards. The calls often start with the question like, “I want to send out cards, but I […]

Saying Thanks on Social Media

Our newsletter theme this month is giving thanks (appropriate with November right around the corner). Each of us was challenged to create an article about gratitude, thankfulness, and how to say we appreciate our customers. Since I love social media, I decided to focus on that and how it can help you engage your customers […]

CRM – It’s All About Relationships

Successful businesses have figured out how to use their Customer Relationship Management (CRM) system to foster relationships with prospects and clients. Building these meaningful relationships starts with: Learning about your clients – professionally and personally through dialogue and on social media Adding pertinent data to your CRM And, finally, taking action Here are six ideas […]

Gratitude is a Simple Thing

Earlier this month our PEC newsletter publisher, Anne Johnson, suggested that the theme for this month’s newsletter should be Giving Thanks. So I thought about this trying to find a tip or trick that would tie my monthly article to this topic. I finally found that link! My work-related tasks in September led me to the content […]

Got a CRM? Use it for goodness sake!

I recently worked with a client who had a CRM at their organization but they were using it as a glorified rolodex.  When I asked them why they had not taken the product to the next level, they asked me why should they? They wanted to know the benefits. Keeping track of your customers is […]

CRMAddons Acquisition

Patricia Egen Consulting Acquires CRMAddons Product Suite from Northwoods Software. Press release date: June 30, 2015 Chattanooga, TN, and Nashua, NH, June 30, 2015 – Patricia Egen Consulting (PEC) today announced the acquisition of CRMAddons from Northwoods Software Corporation.  CRMAddons is a suite of automation tools compatible with the Act! Contact Manager, owned by Swiftpage […]

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 […]

ACT eMarketing Announcement

ACT has a new eMarketing product.  This feature has been added to ACT v16 Service Pack 1.  It has an easy-to-use template editor so you don’t have to be a graphics wizard to product nice looking marketing campaigns.   You can create, send, and track professional campaigns that reach customers and prospects with the right […]

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