Customize your ACT! database – Part One: Checkbox field

Many users who started working with ACT! crm software back in the day may not realize how much the software has evolved over the last several versions. While there are many big additions like social media tracking, connected services that include e-marketing and lead management, and sales opportunity management, there are smaller – yet significant – additions as well. You don’t even need to be using ACT! 2011 to take […]

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CRM on demand – One stop shopping

You’re thinking about implementing CRM. How overwhelmed are you on a scale of “Wow, this is a lot of work” to “My head just exploded”? I discovered a great productivity tool that aggregates customer relationship management systems, cloud and SaaS software solutions, reviews, forums, and service providers. GetApp.com is a social-media friendly online marketplace for business software, SaaS & cloud applications and professional service organizations. This site compiles both generalist […]

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Who owns the customer?

CRM Best Practice: It’s 2:00 pm. Do you know where your data is? Your prospect and customer database is among your company’s most valuable assets. Is it is at risk of being lost, stolen, or even sabotaged? While a lost or damaged laptop is the usual culprit behind missing data, disgruntled or unscrupulous employees are a clear and present danger as well. Hope for the best, but plan for the […]

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