Lead Don’t Follow!

A lot of our customers are keen users of the Leads module in their CRM solution. Leads are where you store details of possible business opportunities. CRM offers you great tools to capitalise on these and ensure that the lead follow-up process is managed in an effective way.

There are many different ways in which leads can be generated – whether at a conference, through a form on your website, email enquiries, word of mouth connections, the list goes on. Inputting these names and details into your CRM solution is the first step towards making lead management easy. The lead record will


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How do you want to talk to us?

The way customer interactions take place is in a constant state of change.  A customer may now want to talk to you face to face, or on the phone, via live chat, email, on the comments section of your site, on your twitter page or on any of your social media platforms. As well as the means of communication the tools being used are also expanding - do you want to use your smartphone, tablet, pc, softphone or even the telephone...

Despite the ever growing methods of communication available one fact remains where it always was – customers want a quick reply to their enquiries with the minimum


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This Time It’s Personal

A personalised message works far better than a generic letter or email addressed. It implies to your current or potential customer that your company looks out for and cares for people instead of just dealing with numbers.

Your hosted CRM solution is the perfect place to take your address book and create some targeted marketing with a combination of addresses, emailing capabilities and some clever email templates.

Sending that personalised message targeting the interests of a specific group is likely to result in a greater percentage of qualified leads and generated revenue than a blanket


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Clarity when projecting....

I have just read an article by Mike Gerholdt who authors a blog called ‘Button Click Admin’ which is in itself a good balanced read.

I particularly like Mike’s strap line “for those of us stuck between the Uber Coders & User who cant log in”. I guess that gives the essence of what Mike does and his blog is a valuable insight (ButtonClickAdmin.com).

The article he posted which caught my eye was about Project Management skills and how you could learn a lot from very popular US Chef Robert Irvine (Restaurant Impossible).

His assertion, which I fully agree with, was that there are


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Saving Passwords - as Homer says DOH!

You may have noticed that we don't have a Remember Me option on our login page. This is because it is not good practice to save login details for systems that contain sensitive data.

If this option were configured, people who have access to your computer could access your protected systems without any user control, they could impersonate you and potentially cause havoc in your name.

Even though we do not have this Remember Me option your internet browser does have technology built in that will prompt you to save your username and password when you enter login details. We strongly advise that


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