Using ACT! CRM to Track Customer Service Events

When asked if Sage ACT!1 can support time-tracking, tech support incidents, or case management, depending on requirements, the answer is either “absolutely” or “kinda sorta.” Using ACT! with some minimal addons is one way to make sure your small business crm software provides a great ROI. Comprehensive support management can be integrated into ACT! using an external program such as Tele-Support HelpDesk (this is great if your tech support people […]

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Chickens, Eggs, and Sales and Marketing Strategy

What comes first: marketing, or customers? I heard from a friend this morning about her daughter’s struggling new business. It’s a brick and mortar store that promotes the work of local artisans. It should have done well over the holidays; it did not. The store is on the other side of the country so I did the next best thing to popping in – I looked at the website. It’s […]

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CRM on demand: a pricing innovation

The licensing models of some CRM applications are a poke in the eye to the sales arm of companies who would like to share sales data with outside distributors, independent reps, or agents. Their reluctance to pay full price is not unreasonable. They don’t want or need the same set of features for a user that needs only limited access to data. Typically, depending on features, cloud-based SFA CRM costs […]

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How to generate leads for greater ROI (Hint: It Ain’t the Yellow Pages)

Over the last decade, there has been a dramatic shift in how consumers purchase products. Fingers that once strolled through the Yellow Pages now do their walking on a mouse and keyboard. The shift to online searches and away from print directories all but guarantees the demise of the print Yellow Pages directory; as far as I’m concerned, it can’t come soon enough. I received my copy this week and, […]

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