Showing articles tagged with CRM Tips

Many small businesses invest their time, money, and resources into adopting a new CRM system only to realise 6 months later that it’s not being used as intended. With reports showing that CRM can improve a team’s productivity by 50%, how do you as a business owner get these results?

Are you using paper-based systems, spreadsheets or Microsoft® Outlook® to manage your business relationships? If yes, then you are probably spending too much time searching for information. Searching for information wastes time and will make it appear like you don’t value your customers.

The all new Act! version 21 delivers some fantastic new features including Act! Marketing Automation and Dynamic Sales Pipeline Management plus a host of compatibility and productivity enhancements.  To ensure a seamless upgrade, make sure you read our helpful tips.

Customer Relationship Management is about people and processes. In order for your Act! CRM solution to be a success, it is vital that you assign a CRM Champion to oversee the implementation and deployed use of the CRM across the business to ensure its success. 

If you use a CRM database, it’s highly likely that it will contain some degree of ‘dirty data’. It might not seem like a big problem however dirty data can cause significant losses to your business through sales inefficiencies, decreased productivity and diminished customer satisfaction.

Do you feel that you and your staff are not working to full capacity? A recent report shows that wasted time at work actually costs organisations $87 billion per year. Find out how your team can easily improve productivity and focus more attention on your customers.

The Act! Dashboard delivers an at-a-glance view of key Act! information like Activities and Opportunities while allowing you to drill down into this information and take further action directly from the dashboard, so you can start your day effectively and work more efficiently.