CRM | Sales | Marketing Insights by Lindsay Garrison
I recently participated in a forum discussion about who is driving the conversation about sales and marketing alignment, marketing or sales. Once I stopped thinking, “Duh, who wouldn’t want that?” and “Can’t we all just get along?” it occurred to me that the “who, what, or why” doesn’t matter. It just simply must happen. As a CRM implementation consultant I see the fallout from this misalignment in many of the […]
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 […]