CRM, sales and marketing Insights by Lindsay Garrison
Software tech support can be an utterly frustrating experience – on both sides of the phone line. Keep these tips in mind when you call, chat with, or email a help desk or software publisher for help: Can you resolve it yourself? Have you restarted the application or your computer? This often resolves issues caused by low resources or software conflicts. It’s a good first step. There might be a [...]
This is productivity software that is – dare I say it – positively life altering. Lets be honest, our internet lives are not getting simpler anytime soon, so how can we make sense, and keep track, of it all? Consider these three solutions that will help create order out of the mountains of information you manage on a daily basis. EvernoteB.E. (before Evernote) the world was a swamp [...]
You were born to sell, not to type. You certainly don’t want to spend a lot of time slaving over a hot keyboard when you could be closing sales. Yet you have to write proposals and other documents – and often type the same long phrases & industry-specific terminology. And, perhaps, make the same typos – over and over. Wouldn’t it be nice to increase productivity, improve your business writing, and make it [...]
Associating images with Contact, Group, Company and Opportunity records can add depth and personality to the record details. The images below illustrates how images will appear in the record. What you need to know about Picture fields: Picture fields are created in Tools > Define fields by creating a new field and assigning the Field data type of “Picture”. As with the checkbox and memo fields, a picture field is [...]
