by Act! Team | Nov 17, 2020 | CRM Best Practice
If you’re running a version of Act! that you purchased a few years ago (or more!), chances are your version has been retired. This means you’re no longer receiving key updates that help ensure your Act! database remains secure and accessible. Now is the perfect time...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
As the inspirational speaker Bob Hooey once said: if you don’t take care of your customer, your competitor will. The challenge, however, is to understand what it means to take care of them. And what better place to start than with contact management software? In a...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
When choosing a new Customer Relationship Management system you face a major decision. You can either adapt your business processes to fit off-the-shelf software, or customize the software to fit your business processes. There are pros and cons to each. But which is...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
In our ever more connected world, it is frustrating and inefficient when things don’t work well together. Take the applications, software and programs we use on a daily basis, for instance. Each has its own particular job to do, accessing, processing and...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
In the world of real estate, the two most important things are the market prices and your client rolodex. Not much you can do about the former, but when it comes to managing relationships, every realtor has their own method. Some like to keep track of every...
by Jen Sonntag | Oct 14, 2020 | CRM Best Practice
Everyone’s talking about the cloud as the place for storing data and running applications. Recently the direction of travel has certainly been in its favour, but is it the right choice when it comes to customer relationship management software? Some are staunch...
