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Lucy Leads Explains it All Introducing Lucy Leads, the newest member of the On the Verge staff. She’s been created – er, hired – to share up-to-the-minute updates, tips, tricks and assistance. View Lucy’s video as she outlines some of the hot new features that can help improve business processes and shorten the sales cycle. We’re anticipating the new product release this fall, when we can take ACT! 2011 through its … [Continue reading "Lucy Leads Explains It All for You"] Here’s a quick sprint through three ACT! 2010 features and shortcuts to simpilfy your day: Mini-Calendar: No matter which screen you are in ACT! 2010 press F4 to view the mini calendar and see three months in one view. 
Image via Wikipedia There are legitimate challenges that hinder us from being effective at our jobs. Then there are the ones invented by management. A sales rep I met recently told me that he is driven crazy by the “process” they use at his company. They write up their meeting details on a preprinted form (generated through their CRM system), give it to the … [Continue reading "So easy even the Pointy-Haired Boss could do it"] Some friends and I recently joked about the overuse of the phrase, “Now, more than ever . . .” applied to, well, almost everything. But we are challenged, in fact, to think about what we can do differently now to dig out, get ahead, and stay ahead. One easy solution is to use the systems we have in place more effectively. For others, it’s developing new systems to streamline and automate. 
Peace, Love, and Social Media You’re hep, you’re groovy, you’re now. You’re down with your peeps but not quite up on technology. You think, “This blog and Twitter jive might be what’s happenin’ but I’m not down with it”. Bummer, man. Back in the day, as the internet and email evolved into business tools, some people thought they could wait it out and it … [Continue reading "Far Out, Man"]
How do you know what you don’t know? It’s with great confidence that I say: What I don’t know would fill – should they still exist – several sets of encyclopedias. This is the natural state for most human beings, and it’s a condition that’s accelerating with the pace of technological change.  Mind The Gap Continue reading The Gap’ll Getcha’ Tags: ACT!, Business, contact management, CRM, CRM, Customer Relationship Management, Productivity, Project planning, ROIOne brilliant little app. Countless process improvements. Smart Notes for ACT! enables “Hey! Pay attention to this!!” notifications that can accelerate sales, improve productivity, and impact customer retention. This little ACT! integration is a simple, effective way to inform a user of important information when viewing a contact record. A field or a note update in ACT! may not be noticed by a busy sales rep or harried admin; Smart Notes for ACT! delivers the message right to the screen so it can’t be missed. Check out the video to … [Continue reading "Smart Notes for ACT!"] . . .challenging us to look beyond immediate needs to understand how ACT! could be a strategic tool was truly a value. … [Continue reading "CRM: investment or expense? It’s your call."] Here’s a brilliant little app: Drivesafe.ly: a mobile application that reads text (SMS) messages and emails to you and automatically responds to the sender. Resist the temptation to read emails or text while driving and stay safe.
It only takes a few minutes to download and configure. And it’s got a really spiffy icon. Continue reading “Drivesafe.ly reads your emails”] |
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