Automation…do more with the resources you have

Your greatest resource is your time. – Brian Tracy Automation is the key to doing more, more accurately with the time and resources you have. Many of the tasks we are required to do  – or think that we should do – can be done in whole or in part by automation.  Automating routines frees […]

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 […]

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 […]

The Changing World of Sales

Last week, 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. That gave me the idea for […]

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