Garbage in, garbage out

You know the old cliche “garbage in, garbage out”?   Well, it absolutely applies to any database system that you may use.  Most databases/CRM are a two way flow of information.  You enter it into the database, then get it back out later as a letter, label, report, mail merge, etc.   I always reference a client from years ago that rarely used the “Address 2″ line in her database.  So, she would put personal information there, like kids names, hobbies, pets, etc.  Guess what happened when she went to print about 5,000 labels out of Act!  The label came out the exact way she entered the data:

Chris Huffman
1235 Main St.
Has two sons
Dallas, TX 75201

How do we prevent this?  The answer is having all users appropriately trained.  If each user is using the database correctly, and entering data is the same way, the output will be correct and accurate…reports, labels, mail merges, etc.  Another great example is understanding the difference between a note and history.  If half of your company inserts a note in Act! after hanging up the phone, while others insert histories, guess what?  Your reports will not be accurate!

The #1 way to increase your return on investment for your CRM is to provide training for the users.  Any CRM solution will fail if there is a lack of user adoption, and training will greatly improve user adoption.

We offer a variety of training options including private classes as well as public classes.  Our next public online class is scheduled for Tuesday, December 16th from 10am – Noon CST.  Please visit our training page to read more and to register.

Act! for Manfacturing

We are wrapping a project for a manufacturing company in Dallas that will dramatically increase their productivity.

Problem: For the last several years, the owners had the tedious task of keeping the sales reps current with pricelists.  Also, each sales rep kept their own database (some in Excel, some in Outlook).  Management was not able to monitor sales activity at all.

Solution: We implemented Act! v17 Premium and helped design a custom database and layout specific to their business.   The central database is on the server, and the people “in house” login directly over the network, while the sales guys that travel are set up to synchronize.   Having this one central database allows management to easily see and monitor sales, calls, meetings, follow-ups, etc.

To streamline the quoting process, we implemented QuoteWerks.  This allows everyone to access the same pricelists, and uniform quotes.  A feature they really like is that quotes can be “submitted for approval” before being sent.  
The last request they had was a common one…”I want to be able to find all the contacts within a certain radius of the one I’m meeting.”    There is a great tool from Durkin Computing that will do just that!  It’s actually part of a suite of products called Impact Suite v5.

Please contact us if you have any questions or would like to improve your efficiency with Act!.

QW_Quote
Creating a quote in QuoteWerks. It will automatically create an opportunity and a follow up in Act!

 

 

 

 

 

 

 

 

radius
Radius Mapping. All contacts within a 10 mile radius of the currently selected contact.

Act! 2014 Conference

I attended the 2014 Swiftpage Act! conference last week in Scottsdale, AZ, and it was with out a doubt, the best conference I have ever attended.  The content was outstanding and the opportunity to speak directly with management is incredibly valuable. We discussed the future of Act!: new features, new product options, and how the product can add more value to businesses.

Act! v17 is here and we are very excited about the future!

Act v17 is almost here!

v17Contacts
Click to enlarge

The launch for Act! v17 is October 23rd, 2014 and to prepare, we are conducting a series of webinars to show what’s new.   The webinars last one hour and we provide a live demonstration of the new features.  If you haven’t been able to attend, please contact us and we’ll make sure you receive the invitations or we can schedule a private demonstration.

“Early bird” pricing is available, so don’t wait…contact us for a quote!

Welcome to our new website!

Welcome to our new website at Bridge Concepts, Inc.  We hope you enjoy the ease of navigating and finally exactly what you are looking for.  If not, please contact us!

We are rolling this new website out in conjunction with the brand new Act! v17.  We will keep you updated with posts about what’s new, what’s coming, and what we are working on.  Please share this site and leave comments.