CRM, sales and marketing Insights by Lindsay Garrison
I once observed a VP of a very large corporation build from scratch, in Excel, a “sophisticated” tool that would allow remote users to enter data in a centrally located Excel file. It was full of gizmo’s like macros and sophisticated formulas. In total effort, over several months, he spent about 6 weeks Tags: 3rd-party product, ACT!, Business, CRM, CRM, estimate, estimating, Excel, Integrated Quoting, Productivity, Productivity, Quote, QuoteWerks, Quoting, [...]
Dashboards were introduced to managers a few years back to consolidate data points into a single screen. Dashboards can contain top opportunities, today’s scheduled activities, histories of contact interaction, revenue year-to-date against a target, etc., all in a single view. Think of a business dashboard as where you view your business’ speed, RPMs, fuel level, and warning lights, sans bobblehead. ACT! introduced a dashboard in version 2008. It was a [...]
