CRM | Sales | Marketing Insights by Lindsay Garrison
“Most people spend more time and energy going around problems than in trying to solve them.” –Henry Ford Why do smart people recognize, and then consciously avoid fixing, obvious problems? I’ll bet it makes you crazy to watch someone doing something bass-ackwards – or maybe it’s just me. Bad business processes embed themselves into workflow over time: they even become part of the training program: “Bill, you take the customer […]
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 […]
Winning hearts and minds is what user adoption is all about. A universal truth at most companies is that after a CRM rollout, someone will love it, someone will hate it, and some will simply resent it. Navigation is one area where users differ strongly in their preferences, making it a challenge to introduce a system that will be universally embraced. From a user perspective, one size doesn’t fit all, […]
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. Lookup in a field: Cut down on mouse clicks by right-clicking in a field. Then perform the Lookup as usual. Start up view: OK, there aren’t a wealth of choices, but […]