CRM. What is it? First off, it's an acronym - Customer Relationship Management.  But far beyond that it is a methodology and set of business tools and practices to know your customer.  It helps answer the important questions.  Do they need anything? Are they happy with  what is going on with your services or products? Have you reached out to them recently? Without a CRM process or tool, you are dependent upon people keeping track of things individually which is ok, but it

Are you getting this error after updating your iPhone to IOS9  "Act! Premium Mobile . Before you log on, you must change your mobile device's browser settings and enable Javascript..."? You are not alone.  The IOS update changed some Javascript items and it requires a fix on the ACT Premium for Web side to handle this issue.    Here's what you need to do. The fix requires modifying two of the source files for ACT!'s web interface, which  are noted below. &

Today, a friend and I were lamenting about getting people to do things and finish projects.  She said didn't I write an article once about this and I said, yes, it was a while ago.  In fact it was 2009. It was on another blog forum so it belongs here as well, based on recent events. This article is a departure from topics I normally write about.  By the way, this topic has been a speech, a magazine article and a discussion group topic.  It's about managing

There are several Windows tools I use often in my work and there are several functions I need to get to in a hurry.  I used yet another one today and thought it would make a handy blog post. In Windows, clicking Start Run will allow you to type in commands or words that will either invoke the application or show up searches in the left panel.  Recently this has become very handy because I have an aging cat who seeks the heat from my laptop, will lay on the keyboard, and magically

Worked with a client today about getting their contacts out of Outlook and into ACT. I asked them how many contacts were we talking about. She said she couldn't tell and did I know how to know how many contacts there were when you had many folders? Many of you already know we are IBM Notes users so I use Outlook only under duress so I told her "I think I know, but I will find out for sure." I sort of thought you just opened Outlook and the number showed up. Well it doesn't. So, once again

This weekend I sent out an email marketing campaign. My inbox then was flooded with dozens of "Out of Office" emails and it reminded me again why out of office emails are not a good idea. At least, not without careful planning and thought. Here's why. 1. You just sent out a blaring message that you are not home. Before it wasn't a big deal because emails typically came from business users to business users. But that model is changing and these kind of replies can end up on social media sites

Microsoft has released an emergency patch for a critical flaw, affecting all supported versions of Windows. They said the vulnerability, if exploited, could "allow remote code execution if a user opens a specially crafted document or visits an untrusted webpage that contains embedded OpenType fonts.

"http://www.zdnet.com/article/microsoft-releases-emergency-patch-for-critical-windows-flaw/?tag=nl.e589&s_cid=e589&ttag=e589&ftag=TREc64629f

If you use Quotewerks, the awesome quoting software that has integrations with a variety of CRM's including ACT, their printing engine, used to compile and deliver quotes and proposals to clients, is receiving a major upgrade that will be available when their v5.0 Build 5 is released. In this upcoming release, they've replaced their Word merging code with a solution that does not open up Microsoft Word on the machine performing the merge. This new solution will allow Word merging in the web