CRM | Sales | Marketing Insights by Lindsay Garrison
# 10: Synchronization . Simple, fast, and reliable, Sage ACT! 2012 synchronization keeps vital customer and prospect data in the hands of your team, even when they’re off-line. Click here: View our 90-second screencast. Share sales leads, opportunities, calendars, notes, histories, documents, and contact details with the right people at the right time. If you’re a veteran of ACT! 5 or ACT! 6 shared folder or email sync, prepare to be dazzled by how […]
Customer relationship management systems can have immense benefits for small businesses, even where only a few staff are directly involved with the customers. Some small businesses don’t want to invest in in-house CRM systems, especially if it involves equipment upgrades and an increased in IT staff. By their very nature, small businesses have limited staff and resources. CRM processes can help build your business by strengthening your customer relationships and bringing in new customers. Fortunately, software-as-a-Service […]
“How can we word our employee contract to require them to use our CRM tool?” Over the weekend, a colleague in my master-mind group shared this question, which he received from a customer: “How can we word our employee contract to require them to use our CRM tool?” We got past, “Whoa, don’t be handing out legal advice”, and the conversation got down to what could be at the heart of […]
We’re busy. We don’t need no extra steenkin’ mouse clicks. When Sage added full synchronization between Sage ACT! 2011 and Outlook they added “Appointment” as History value. Because Outlook uses “Appointment”, now ACT! must also include the term in order to share data. Although we love our ACT! CRM software, “Appointment” now appears first on the history list, and this has been fiercely annoying to long-time ACT! users who expect […]