Avoid These 5 Common Pitfalls When Automating Your CRM, Sales, and Marketing Here at Patricia Egen Consulting (PEC), we not only provide you with the best in Act! CRM solutions, but we also equip you with the knowledge to maximize their utilization. Today, we'll highlight some frequent mistakes businesses make when embarking on automation for CRM, sales, and marketing. By arming yourself with this understanding, you can sidestep these pitfalls on your journey to streamlined business operations

If you're new to Act! or just want to brush up on your skills, there are several free resources available to you: Right within the Act! program you can click on the Help icon and delve into a knowledgebase that covers every feature and function in Act!. If you prefer to learn via video, there are short tutorials created by the team at Act! that cover all of the basics at https://training-act.com/act/act-lib-prem/. If you use this resource, make sure you choose the correct library for your

If you ever get a Run-time error '-2146233088 when attempting to open Quotewerks, the error is telling you that you have not logged into Act.  What often is going on is Act is sitting on another screen at the Logon menu. The menu may be hidden behind another application. Finish opening Act and then re-open Quotewerks.

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially if it's Excel or Word documents.  What worked in the past is no longer working. The crisis is making them finally look into more automated or improved processes.

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

We live in interesting and scary times at the moment. Many of our customers are having to resort to working from home. But business must continue. We are going to write a series of blog posts this week on tips to help. The first blog post will be about ways to access your applications and hold meetings remotely. This is where having things in the cloud is a boon. Most applications now have cloud access including CRMs, accounting, and Microsoft Office products. If you don't have your tools in

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

If you’re new to Act! or are looking to add e-marketing to your Act! subscription, you might find navigating the charts and marketing materials for the new Growth Suite and Act! Marketing Automation a little confusing. As Act! business partners and consultants, it’s our job to help our clients make the best decision for their needs. Here is how I break it down... Do you just want to send out marketing email (newsletters, announcements, etc.), track clicks, opens and opt-outs all within Act