CRM | Sales | Marketing Insights by Lindsay Garrison
Reschedule Multiple Activities Recently we shared a free History Window fix for ACT! 2011 from Exponenciel. It replaces the new default value of “Appointment with “Call”, which is what long-time users expect to see. If you’re an ACT! 2010 or 2011 user, they have another gift for you. Recently released is the Reschedule Multiple Activities utility. It does just what it says – it gives you the ability to reschedule […]
There are legitimate challenges that hinder us from being effective at our jobs. Then there are the ones invented by management. A sales rep I met recently told me that he is driven crazy by the “process” they use at his company. They write up their meeting details on a preprinted form (generated through their CRM system), give it to the receptionist, and she types the information back into the […]
Some friends and I recently joked about the overuse of the phrase, “Now, more than ever . . .” applied to, well, almost everything. But we are challenged, in fact, to think about what we can do differently now to dig out, get ahead, and stay ahead. One easy solution is to use the systems we have in place more effectively. For others, it’s developing new systems to streamline and automate. […]
You’re hep, you’re groovy, you’re now. You’re down with your peeps but not quite up on technology. You think, “This blog and Twitter jive might be what’s happenin’ but I’m not down with it”. Bummer, man. Back in the day, as the internet and email evolved into business tools, some people thought they could wait it out and it would go away. Maybe they were intimidated or clueless as to […]