Archive for Sales

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 […]

Email marketing vs marketing automation.

We are helping quite a few clients get up to speed with Act! Marketing automation. Many of them were prior users of the Swiftpage e Mail marketing. One of the top questions I get is how is marketing automation different. There are tons of articles about marketing automation, but here’s what I have told everyone […]

Quickbooks Errors – Tip of the Week

We are resuming our Tip of the Week posts. Several emails came in saying people loved our tips so we’re bringing them back. You ask, we deliver. This week, it’s all about Quickbooks.  We use this program like a bunch of small businesses do as well. I depend on it and when it does not […]

Which level of Act! Growth Suite is right for you?

If you’re new to Act! or are looking to add e-marketing to your Act! subscription, you might find navigating the charts and marketing materials for the new Growth Suite and Act! Marketing Automation a little confusing. As Act! business partners and consultants, it’s our job to help our clients make the best decision for their […]

Tom Najemy of Squad 16 joins Patricia Egen Consulting

Chattanooga, TN, May 6, 2019 – Patricia Egen Consulting, LLC is pleased to announce that Tom Najemy, owner of Squad 16, will join us as a Senior Consultant. Tom has had an act! consultancy business for 20 years.  His office in East Windsor, CT hosts a training center providing hands-on training on copies of client’s […]

Martech. Say what?

With v21, Act by Swiftpage released a new product called Act Marketing Automation (called AMA for short). Ok, cool. Now what? Here’s why you care. Martech. Martech, what is that you say. It’s the cool new buzz word for something we all want – a way to automate our marketing processes so we can go […]

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, […]

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 […]

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