Archive for Sales

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 […]

Tenacity – the art of sticking to your guns.

Tenacity. What a great word. According to Webster, it means “the quality or state of being tenacious.” And Tenacious means, according to Webster, yet again, this: a : not easily pulled apart b : tending to adhere or cling especially to another substance c : persistent in maintaining, adhering to, or seeking something valued or […]

Any news or Is this dead? Subject lines to get a response

Recently two of my staff were having a discussion about ways to get people to let us know if a quote was still a go.  One of my people came from an organization that was very aggressive in their sales techniques.  He wasn’t really fond of that aggression nor are aggressive tactics our style, but he remembered […]

The changing world of Sales and Marketing

A few months ago I had a great lunch with a friend here in town who owns a marketing firm that has a particular emphasis on social media.  One of the things we discussed is the changing face of marketing.   What is also changing is the role of sales and salespeople. My company is really starting to […]

Staying nimble when business changes

Back in 2009 I wrote a blog article about staying nimble in a bleak economy.  It is sad to note that we are still in that environment.  That made me think it was time to revisit this post and see what had changed.  Interestingly, not much.  I’ve added a few new items, but here is […]

Finding and keeping Clients

Boy, times are tough.  Companies are hurting and I’ve been working with a lot of clients recently who are looking for creative ways to find new or keep existing clients.  These clients all have customer databases and are trying to figure out ways to mine the data and go after any low hanging fruit.  They […]