Archive for Sales management

Act, Quotewerks and Quickbooks – Match made in heaven

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially […]

Warm Calls – Now more than ever

Back in 2018 I blogged about warm calls. Reese, one of my long time customers, and now dear friend, called me recently to check in on us.  That’s how he is.  You can always count on a fun call that lifts your spirits.  While we were chatting he said it’s time for another one of […]

Quotewerks Version 5.4 Build 7 is available

Quotewerks Version 5.4 Build 7 is available.  The key item (we are excited about) is the integration with Act has been totally rewritten and has so many new features we are beyond thrilled. If you want to hear more or want to see a demo, call today at (423)875-2652. Click here to see the list of […]

Sales Process? What sales Process?

Many of you know we are a computer consulting practice. We also do process improvement (on a small scale) and give advice on sales processes (again on a small scale). We do not in any way claim to be experts in selling. We are however pretty knowledgeable about what sales people will or will not […]

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! […]

Quotewerks Tip of the Week – Exporting Quotes to Excel

We’re starting Quotewerks Tip of the Week blog posts and today’s is about a trick a lot of people may not realize exists. Quotewerks has so much power it’s easy to not know every single feature or nuance. A client wanted to be able to export Quotes to Excel so they could import them into […]

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 […]