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Set your CRM up for success

I've been working with a client recently and we're getting ready to upgrade their Act! As part of the project, I asked my client what was their defined sales process.  And I got the answer I was actually expecting. There was none. Most of the sales reps had been selling this product line for years. They knew what to do. It just came naturally to them.  So I asked him were they planning on bringing anyone on board who was not familiar with the products or how they all sell.  He

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

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.

CRMAddons Acquisition

Patricia Egen Consulting Acquires CRMAddons Product Suite from Northwoods Software. Press release date: June 30, 2015 Chattanooga, TN, and Nashua, NH, June 30, 2015 – Patricia Egen Consulting (PEC) today announced the acquisition of CRMAddons from Northwoods Software Corporation.  CRMAddons is a suite of automation tools compatible with the Act! Contact Manager, owned by Swiftpage Act! LLC. The CRMaddons suite includes Sales Automation Manager, Mail Merge and Web Prospect. Every

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
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