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ACT! by Sage
SageCRM
SalesLogix

 

 

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Top Ten CRM - Related New Year's Resolutions 
Relevant for ACT! & SalesLogix Users

11.  Clean out my old contacts.  I have over 3000 names in my database, many are no longer valid.
 

10.  Clean out my unused Groups.   Groups have a life of their own - I should delete the ones I don't use.

9.   Send a newsletter like ours to your customers and prospects on a regular basis. 

8.   Clean the antiques out of my task list.  There are tasks from over a year ago that I'll never get to. 

7.  Stop using alarms, except where I REALLY need them (1-3 alarms a day is sort of too many).  Alarms are unnecessary if I keep my eye on my task list.

6.  Stop rolling over my calls, to-dos and meetings (I don't currently roll-over activities, and neither should you!). 

5.   Call one day ahead of time to confirm all my appointments (not really an "CRM" thing, but I'm going to do it anyway).

4.  When someone hands me a business card I will write a few words on the card to remind me about this person (how many business cards do I have that I can't remember why I have it in the first place?) 

3.  I will put every business card I have in ACT! or SalesLogix (why leave it to mold on my desk?) 

2.  When I make an unscheduled call I will ALWAYS record it in ACT! or SalesLogix. 

1.  When I clear an activity I will ALWAYS schedule a follow up call. 

 

 

Reprinted with permission of the author, Zvi Flanders, gifted ACT! Certified Consultant with Huron Consulting

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