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PEC acquires Kristi Smith Consulting

Chattanooga, TN – January 25, 2017 – Patricia Egen Consulting, a provider of business consulting services, located in Chattanooga TN, is pleased to announce the acquisition of Kristi Smith Consulting, located in Lincolnshire, IL. This acquisition strengthens our reach into the Midwest as well as bringing to our group a custom vertical CRM database designed for Physician Recruiters and Liaisons. Kristi, a highly respected and talented consultant, will continue on in a sales and strategic

Act! v19 is here

The all-new Act! v19 is now available and shipping. Here’s what’s included: 64-bit Office compatibility Work with the Microsoft® products you rely on every day, because Act! is now compatible with 64-bit editions of Microsoft Office 2016, 2013, and 2010. Modern, new Connections (included in Act! Premium v19 subscriptions) Stay connected to key Act! Premium v19 details when on the move with Act! Companion—a native mobile app designed for your iPhone® or Android™1

Is the Cloud one of your New Year's projects?

It’s a brand new year.  People are looking at ways to start the new year off right. They are organizing their data, cleaning up files, and looking at current office setups.  One of the things we are finding customers looking at is Cloud based hosting of their critical files. Which for me can either be a very good idea or opening Pandora’s box. First off, let’s make something very clear.  Cloud basically means a computer somewhere else.  There is no magic involved.&

Analyzing CRM Data

Last week, during my 3rd Act! Deep Dive, I talked about finding "gems" of data in your database and then taking actions on them.  It reminded me that I had written an article years ago about this topic. When I went and found it I realized it's still relevant and I've resurrected for a blog post today. This is the article with a few modifications to bring it current. In the past I have written articles and blog posts talking about drilling down into your customer data.  No matter

Ho Ho Ho-Make Sending Holiday Greetings Easy

It seems that the practice of sending cards to customers may be coming back into the norm. I know the holidays are upon us when I start getting calls and emails asking how to print labels or envelopes for holiday cards. The calls often start with the question like, “I want to send out cards, but I don’t want to have to type the labels/envelopes individually. Is there an easier way to create the labels?” So I thought this might be a perfect time to revisit the process.

Act! v19 Released

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Act! v19 has been released this month and is ready for purchase or upgrade.  The most significant thing announced was support for 64 bit Office. This enhancement was no slight undertaking and is a very welcome addition.  In addition to the new features, as always there have been ongoing programming bug fixes.  Swiftpage's mission is to produce a robust product that meets the customer requirements. Here's more detail on the new features. Compatibility Enhancements: Act! now

Business New Years Resolutions

The theme of our newsletter this month is preparing for the new year. And most people will spend the end of the year preparing their New Years resolutions. It is also a good time to do the same thing for your business. And, for me, I believe it should follow the same rules that I apply to myself when creating my resolutions - make them realistic and achieveable. So many times we set goals that have no chance of being realized. The same thing applies for setting business goals. For example, if

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 us up to spend our valuable time on problem solving, creative endeavors or personal relationships. So, how can we automate those routine tasks? I have a few go-to tools that I highly recommend: 1.

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827
support@egenconsulting.com