Do you use Act! and work on the go? Working on the go can be tough and arduous. Having to lug around a laptop so you can see and update your information can make this more difficult – especially because most of the time you must find an internet connection to work effectively.
I just got back from a vacation, and I am rusty! After eight days of no professional activity, I am making simple mistakes and kicking myself for doing so. Ugh! As a seasoned professional, it is clear I need to get back to basics.
Scenario 1:
I was going through some notes on my desk and found a contact I needed to call.
One reason I love being a Salesforce consultant is the robust and inspiring community of Salesforce “Trailblazers” which surrounds the Salesforce ecosystem.
As defined by Salesforce, Trailblazers are pioneers and innovators who inspire others, drive change in their careers and companies, and transform the experiences of their customers through their dedication to innovation.
Something our team prides itself on is taking complex business problems and breaking them down, so they are easy to understand and overcome. Over the years we have fine-tuned various solutions so they can be taught in a classroom setting. We normally provide CRM, digital marketing and business process consulting training sessions at a corporate level but have been asked over the years to format this training for small businesses and individuals looking to improve their skills.
I get asked a lot about how easy it is to set-up CRM. At the hands (or fingers) of a skilled consultant, it is remarkably easy. There is a theory that to really be accomplished at something it takes 10,000 hours. I am constantly in awe of professional golfers piping that 300-yard drive, but I can’t, because I didn’t put in the time to learn how.
Change – it’s all around us, just like water (at least in Wisconsin and Minnesota). When water stands still, like a pond, it eventually becomes stagnant. Lack of change can lead to a tired and stale environment. Running water like a stream, however, can be pure and clear.
Proposals, quotes, orders and invoices are common requirements of today’s business. In the past, custom report writing using SSRS and FetchXML was required to print these kinds of documents in full detail. Often a specialist was hired to build those reports and to customize them with logos and company branding.
In the past, connecting different tools to Act! was difficult, expensive and time consuming and typically required a 3rd party add-on or integration. With recent versions, however, Act! Connect simplifies the ability to set-up integrations.
Act! Connect uses the API for Act! to connect with many different tools that are available through Zapier, making it possible to connect with over a thousand different programs.
If you are a CRM (customer relationship management system) user, we want you to be as successful as possible. Here are some quick tips that come in pairs.
Activity Pairs
Whenever you enter an activity you’ve completed (phone call, email, face-to-face meeting), always remember to schedule the next task.
There has been a lot of talk lately about business intelligence (BI), especially around the CRM space. It seems like every vendor is showing fantastic charts and metrics and claiming that you, too, can get in on the BI train. What does this actually mean for you?
First of all, BI (business intelligence) requires data.