Archive for Sales

Friday Did you Know – Lookup ANY fields in ACT

We’re starting a weekly “Friday Did you Know?” blog  that we hope you find helpful.  Sometimes a quick tip that we “assume” everyone knows is not so well known.  It’s the classic don’t assume action.  Here’s this week’s post. A really nice trick that has been part of the ACT CRM forever is the ability […]

Clients by Zipcode – a Work Smarter not Harder tip

Once again I showed a tip to a sales rep that is so simple but so effective.  The application we are using is ACT, but this could be done with any CRM. We were going over his processes and were discussing how to make his sales calls more effective.  Lately, we are spending quite a […]

KPI’s – What do they mean to you?

In an interesting dialog last week, KPIs, or key performance indicators, were the topic but it occurred to me during the discussion that it meant different things to the participants on the call.  That inspried me to write this blog article. What do KPI’s mean? And what do they mean to you and your organization. […]

Swiftpage Connect and Internet Explorer 11

Here’s another one of our “We love your tips” posts. I have now helped two clients resolve this issue so I thought – hm – let me turn it into a blog article. By now, I think everyone knows I adore the Swiftpage eMarketing tool.  It’s what I use for my marketing campaigns and I have […]

Calling leads – when do you stop calling? It Depends.

Recently, I read a great article talking about calling prospects.  The main point of the article was that not all leads were equal – you needed to mix it up when reaching out to potential clients.   One of the questions people often ask is how many times should a prospect be called before you […]

Cloud. What cloud? What happens if it goes away.

Recently, two of my customers suffered huge business losses because their applications were unaccessbile on their cloud solutions.  I am not a proponent of putting everything in the cloud for just this reason.  These clients were ones who went down this path because someone else suggested that putting every business process in the Cloud was […]

ACT CRM Universal Search – Kicking it up a notch

One of my favorite features added to ACT CRM is Universal search.  This capability allows you search anything inside of ACT, including attachments.  You can filter the results as well.  But, hidden, tucked away in help manuals no one ever reads, are some tricks to further define your searching. This blog article will show you […]

Building for growth – or is all we hear are cricketts

If you read my blog, you know we work with and support act!, a CRM tool that is going on 26 years old. It’s a great product and one I believe in strongly. I can’t imagine a company, particularly a small one, trying to survive without a tool like act! Recently, act! was purchased by […]

Architect and Consultant – Complimentary Skillsets

My youngest son is an architect. We, including my oldest son, are computer and business consultants. Sitting in the living room one night we started talking about what he does and how it compliments what we do. We ask a lot of questions when working with clients. The questions are to help us understand the […]

Using Google forms – Roll your own surveys

Google Drive is the new “Google Docs” where you can store and share spreadsheets, documents, PDFs, etc.  One of the options I bet you haven’t tried or noticed is the ability to create forms.  These forms can be used to capture information that can be sent or stored on a spreadsheet.  Surveys are a good […]

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