Benefits of Act! v18

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Whether your business is large or small you know the amount of time it takes to keep organized, track customers, follow-up with them, and market your products to them.  It can be overwhelming to keep track of all the details and have everyone in your organization on the same page. This is where customer relationship management (CRM) software comes in. Act! CRM offer many benefits including contact...

Why Your CRM Implementation Fails

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Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another.  The reasons may vary but the bottom-line is that the user feels that the current solution “just isn’t working.” I know first hand the benefits of CRM software.  Unfortunately, I also know first...

Choosing the Correct CRM Solution in the New Year

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Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an impressive 6% rate per year? The demand for quality CRM systems is growing at a fast pace because these tools help businesses boost their sales and productivity. There are a plethora of CRM tools on the market today.  If you made the resolution to start using a CRM solution this year, make...

Using Act! CRM to Boost Your Sales

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A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861 on gifts for the 2014 holiday season. This number has increased by 8% compared to the 2013 holiday season and experts agree on the fact the online shopping will continue growing. And according to a survey from CreditCards.com, 75% of Americans have made an impulse buy during...

Why Cheaper is Not Necessarily Better When It Comes to an Act! Consultant

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The major focus of my business comes from being an Act! consultant.  With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in an extremely timely fashion.  I did not garner my CRM knowledge through osmosis; I spend quite a bit of my time keeping up to date with technology other than just Act!.   Today’s reliance on the Internet has...

So Why Exactly Should My Company Invest in CRM?

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Implementing a CRM solution can be a daunting – and expensive – proposition.  Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution.  As a CRM consultant advise prospective CRM users to “keep their eye on the prize” and remember the true benefit of a good CRM installation:  greater...

7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…

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I came across a great post written by fellow ACT consultant M Scott Schaffernoth.  I laughed for ten minutes when I read it and Scott kindly offered to share. Her Parts May Have Often Been Ditzy Blondes, But Marilyn Monroe Was a Smart Cookie and She Would Have Loved ACT! CRM It would have helped her to keep track of the correct spelling of people’s names (the first time she signed an autograph...

ACT CRM 16 Virtual Road Show

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I am excited to have hosted a Virtual ACT CRM 16 Road Show on Wednesday, September 11 .  My presentation started with a demo of ACT CRM 16 . If you missed the webinar you can access here:   access the webinar. l am offering great pricing which will is significantly lower than the advertised Swiftpage pricing. The second half of my presentation consists of a presentation of steps you need to take...

ACT 2014 Road Show

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I am excited to be hosting the Fort Lauderdale ACT 2014 Road Show at Nova Southeastern University in Fort Lauderdale on Wednesday, August 14th from 8 – 10 AM.  The event is free and open to the public but prior registration is required. The event kicks off at 8 AM in the auditorium of the Carl DeSantis Building with a complimentary continental breakfast. My presentation will start with a demo...