Ya’ Think?

Lucy Leads Explains It All for You

Lindsay Garrison — Thu, 19 Aug 2010 20:03:09 +0000

Lucy Leads Explains it All

Introducing Lucy Leads, the newest member of the On the Verge staff. She’s been created – er, hired – to share up-to-the-minute updates, tips, tricks and assistance. View Lucy’s video as she outlines some of the hot new features that can help improve business processes and shorten the sales cycle.

We’re anticipating the new product release this fall, when we can take ACT! 2011 through its paces and see how ... [Continue reading "Lucy Leads Explains It All for You"]

ACT! 2010 – 3-Tips-in-20 Series

Lindsay Garrison — Fri, 13 Aug 2010 14:30:51 +0000

Here’s a quick sprint through three ACT! 2010 features and shortcuts to simpilfy your day:

Mini-Calendar: No matter which screen you are in ACT! 2010 press F4 to view the mini calendar and see three months in one view. Lookup in a field: Cut down on mouse clicks by right-clicking in a field. Then perform the Lookup as usual. Start up view: OK, there aren’t a wealth of choices, but you do get ... [Continue reading "ACT! 2010 – 3-Tips-in-20 Series"]

So easy even the Pointy-Haired Boss could do it

Lindsay Garrison — Fri, 30 Jul 2010 01:49:36 +0000

Image via Wikipedia

There are legitimate challenges that hinder us from being effective at our jobs. Then there are the ones invented by management.

A sales rep I met recently told me that he is driven crazy by the “process” they use at his company. They write up their meeting details on a preprinted form (generated through their CRM system), give it to the receptionist, and she types ... [Continue reading "So easy even the Pointy-Haired Boss could do it"]

ACT! Users Group for the New Economy

Lindsay Garrison — Wed, 07 Jul 2010 16:47:37 +0000

Some friends and I recently joked about the overuse of the phrase, “Now, more than ever . . .” applied to, well, almost everything. But we are challenged, in fact, to think about what we can do differently now to dig out, get ahead, and stay ahead. One easy solution is to use the systems we have in place more effectively. For others, it’s developing new systems to streamline and automate.

ACT! Users Connect

We’ve created anContinue reading "ACT! Users Group for the New Economy"]

Far Out, Man

Lindsay Garrison — Wed, 23 Jun 2010 15:00:27 +0000

Peace, Love, and Social Media

You’re hep, you’re groovy, you’re now. You’re down with your peeps but not quite up on technology. You think, “This blog and Twitter jive might be what’s happenin’ but I’m not down with it”. Bummer, man.

Back in the day, as the internet and email evolved into business tools, some people thought they could wait it out and it would go away. Maybe ... [Continue reading "Far Out, Man"]

Avoid Excel Overkill!

Monique St. Amant — Fri, 18 Jun 2010 17:55:14 +0000

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 building and refining it. It was his idea, his solution to a problem, his pet, his raison d’etre.

Now, we can assume that this VP’s ... [Continue reading "Avoid Excel Overkill!"]

The Gap’ll Getcha’

Lindsay Garrison — Sun, 09 May 2010 16:55:26 +0000

How do you know what you don’t know? It’s with great confidence that I say: What I don’t know would fill – should they still exist – several sets of encyclopedias. This is the natural state for most human beings, and it’s a condition that’s accelerating with the pace of technological change.

Mind The Gap

While I don’t believe that “ignorance is bliss”, it’s obviously okay to not know everything: that’s why experts were invented. Yet, even ... [Continue reading "The Gap’ll Getcha’"]

Smart Notes for ACT!

Lindsay Garrison — Mon, 05 Apr 2010 20:43:23 +0000

One brilliant little app. Countless process improvements.

Smart Notes for ACT! enables “Hey! Pay attention to this!!” notifications that can accelerate sales, improve productivity, and impact customer retention.

This little ACT! integration is a simple, effective way to inform a user of important information when viewing a contact record. A field or a note update in ACT! may not be noticed by a busy sales rep or harried admin; Smart Notes for ACT! delivers the message right to the screen so it can’t be missed.

Check out the video to see a simple overview ... [Continue reading "Smart Notes for ACT!"]

CRM: investment or expense? It’s your call.

Lindsay Garrison — Tue, 30 Mar 2010 17:31:35 +0000

. . .challenging us to look beyond immediate needs to understand how ACT! could be a strategic tool was truly a value. ... [Continue reading "CRM: investment or expense? It’s your call."]

Drivesafe.ly reads your emails

Lindsay Garrison — Mon, 22 Mar 2010 17:48:23 +0000

Here’s a brilliant little app: Drivesafe.ly: a mobile application that reads text (SMS) messages and emails to you and automatically responds to the sender. Resist the temptation to read emails or text while driving and stay safe.

It only takes a few minutes to download and configure. And it’s got a really spiffy icon.

While free, it ... [Continue reading "Drivesafe.ly reads your emails"]