Make using your Act! database easier for your users. The easier it is to use, the more your people will use it. Training can help them build strategies and teach shortcuts, but you should take away the guessing and additional typing as much as possible. Here some things you could do:
How do you decide what shortcuts to add?
That is pretty simple, look at those things that need to be done multiple times a day or that take many steps. You might also add buttons to make things easier. Here are some commands that custom buttons might prove to be of value for you and your users:
Add a shortcut button to the toolbar
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If you want to create a shortcut to a document template or specific report you use create all the time, you will need to create a custom command on this menu, then drag that command to your toolbar. Pretty quick and easy.
Remember, the only good CRM is one that everyone in your group uses-and uses consistently. If making things easier for your users gets them to use the database better, then it is worth the effort. If the button is in front of your face, you will be more likely to use it…and use it in the same way as everyone else in your group does.
Patricia Egen Consulting has a consultant that will fit your company’s needs and can help you design your next steps to make your database easier to use. An easy to use database will help you grow more productive employees, and ultimately, make more sales. Be sure to give us a call to help you use your database more effectively.
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