Back in 2018 I blogged about warm calls. Reese, one of my long time customers, and now dear friend, called me recently to check in on us.  That's how he is.  You can always count on a fun call that lifts your spirits.  While we were chatting he said it's time for another one of the Reese's Southern Wisdom blog posts.  And since he is quite fond of talking about the power of making warm calls - not selling - just checking in - he felt now more than ever this is a vital and

Unprecedented times are upon us. The Covid-19 crisis is affecting all of us. In particular, it's forcing many organizations to send their employees home to work remotely. This sounds like an easy thing to do - work from home. But for those of us who have been doing it for years, we know there are some things you need to do and do them quickly. It's all about staying sane while working from home.  Once you have figured out how to access your business data and applications (blogged about

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 new features in QuoteWerks Version 5.4 Build 7! Improved Etilize Integration The QuoteWerks Product Content Subscription (Etilize) now offers an "In Stock

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 work, I get grumpy. Just ask my staff. Solving two problems in one week made me decide to have this be our tip of the week. Hopefully you might find them helpful as well. By the way, these tips are for

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 databases.   Tom has been a power user of ACT since 1993 when he ran his own entertainment booking agency.   In 2000 Tom switched careers to became an

Business Process Automation, also called Workflow Automation, is more accessible now than it ever has been with most businesses using some SaaS (software as a service) or web-enabled software. Automating routine processes can make you more efficient, improve accountability and standardize your customer interactions. Where do you start? Practice Kaizen...start by making one small, impactful change. Determine one process you think is (1) time consuming, (2) time-sensitive, (3) requires

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 do what we do best - our business. It stands for Marketing Technology and it's basically anything you use to reach your customers - using technology. It could be as simple as an email marketing tool

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 do when it comes to using technology in their daily life. Boy are we experts. We have heard every single moan, groan, complaint, lament there is to why someone should not need to use a CRM or tool in