I got a call today from someone who wants a few new fields added to their ACT! contact management database – version 6.O. Sage ACT! is on version 14 now, but that’s okay because, as my caller said, everyone else is only “using ACT! like a Roledex, so I can’t get an ACT! upgrade approved.” Focusing on the task at hand, we sorted out how we could help customize ACT! with […]
CRM isn’t a Small Business Luxury
So, you think creating systems in your small company is an indulgence? Customer relationship management (CRM) systems can benefit small businesses in a number of ways – even those staffed by only a few personnel. Many small businesses may consider CRM systems a luxury, but these systems can streamline business processes, improve sales and marketing strategy and increase sales performance while taking some of the burden off of small business […]
When Implementing CRM, KISS
Organizations can make a number of costly mistakes when implementing a customer relationship management (CRM) system – especially when they elect not to use specialist and perform the development and implementation internally. A few mistakes can have significant time and financial impacts. In the worst-case scenario, organization can be left with a CRM system that doesn’t meet business needs. Here are some common CRM implementation mistakes, and how they can […]
Software Upgrades: Be wreck-less not reckless
Driving at 95 MPH on slick roads, down a windy mountain pass with no guard rail, requires different skills than a trip to the car wash. There’s a reason for the “don’t try this at home” disclaimers on high-action car ads. Commercials are designed to make a car look exciting, yet easy to handle. Apparently some folks don’t know their limitations (the cast of “Jackass” come to mind), hence the warning. […]