Old Habits Die Hard

by Mark Mondo – I am working on an update to my mondolessons.com software., and I had to write out a script for new content.

It finally hit me. I can use my new Dragon NaturallySpeaking software. So I’m dictating my first blog post using speech recognition software as well as scripting out my first video training lesson using speech recognition software.

One thing I observed is that old habits die hard, and I am even in the IT field.

I believe the speech recognition tools really handy if you’re, thinking what you want to write on the fly. But if you’re really confident with the keystrokes and the commands to run a piece software you’re probably not going to switch to speech recognition quite as easily.

Here is to my first post using speech recognition, I think it’s pretty neat.

My computer will listen and obey me

by Mark Mondo -- I am creating a module for Dragon Naturally speaking that has 50+ Sage ACT! specific commands ready to use. After I am done, I will be able to train my clients by keyboard, mouse or voice so they use the computer as a sales tool, not an administrative burden.

Run ACT! by The Sound of Your Voice

I recently certified on Dragon Naturally Speaking, Medical Practice and Professional Editions.

Now, I can control ACT! and enter my notes by simply talking.

Free E-Mail Marketing Classes for ACT!

Starting on Tuesday 10/9/2012, we will start offering complimentary classes on Tuesdays on how to use Sage ACT! E-Marketing, powered by SwfitPage.

E-Mail marketing remains the most cost effective tool when it’s a targeted message to the relevant audience.  Is it a panacea for everything ? Well, not really; however, it should be a critical piece of your marketing arsenal.

Click here for further details.

ACT! Celebrates 25th Birthday

ACT! turned 25 years old this week, and that’s an epic achievement in the world of software. When ACT! came out in 1987, think of all the I.T. tools businesses did not have such as:

  • E-Mail
  • Internet (Al Gore was still inventing it)
  • Mircosoft Windows
  • Social Media
  • Tablets
  • Laptops
  • Local Area and Wireless Networks

Personal Computers had the Intel 80386 chip running at 33mhz (megahertz). Today, personal computers running the Intel Core2 Duo Processor E7600 can run at 3.06ghz (gigahertz).

Why did ACT! survive as a brand despite all these changes in computing ?

  • ACT! remains easy to adapt
  • ACT! can be customized
  • ACT! has adapted to the latest changes in technology
  • ACT! is an easy start for a small business owner to make order out of chaos when it comes to managing relationships.

For you to get the most out of ACT! (or any CRM), you need to know which business processes you wish to improve. ACT! streamlines your sales, marketing or customer service processes so you can acquire a competitive edge.

Think about what you wish to improve, and then we will make it easier with ACT! and other CRM tools.

Which CRM is the Best ?

With the advent of Cloud Computing, SmartPhones, Tablets and Unique Requirements for Our Clients, we say, “It Depends”. Here is our article: http://www.mondocrm.com/crm-services/which-crm-is-best/

What is CRM ?

Customer Relationship Management is a combination of software & a customized software process to help companies gain a competitive advantage in either sales, marketing or customer service.

Some common software packages include:

  • Sage ACT!
  • WiredContact
  • Salesforce.com
  • Microsoft Dynamics CRM
  • SugarCRM
  • ZohoCRM

Now to review the differences between these packages can take more than a quick blurb. For one client on a three user setup for a system focused on marketing and mobile access, I highlighted 40 feature comparisons.

Many of the  same features exist among all the products, so you want to consider ease-of-use, flexibility, licensing options and tech support costs.

What’s best for you ?  Since your business has unique qualities and processes,  you should talk the software publisher and/or a consultant.  The consultants have the in-the-field experience to know what works and can have more experience on data conversions between software publishers.  Meanwhile. the publishers focus on building the feature set and ensuring stability.

Database Duplication Process

I answered this question on LinkedIn:

Deduping a database from scratch. How would you go about it?

LinkedInOur customer database has quite a few duplicate records in it (both businesses and contacts). How would you go about the initial dedupe? What steps would you put in place to ensure records aren’t duplicated in the future? Is there any tech to help do this? Thanks!

My answer:

Each CRM has third party tools that help with the mechanics of this.

You should examine…

1) How many criteria do you believe are the most consistent ?
2) Do you want the computer to replace the newest record ?
3) What do you do with the “leftovers” ? For example if two people have different phone numbers, you replace one, how do record the “leftover” ?

How do you eliminate it completely ? hmmm…That’s a tough one.

As a start, you could use e-mail as a match. Of course, then what if a client offers his personal and not business address for one person, then, not the other one ? Company and contact name are good starts.

I believe you have to set a couple criteria that flag you if one of three criteria meet the duplicate standard; then, let the user decide

Should I use Outlook by itself as a CRM tool ?

Someone on LinkedIn posted the question:

How do I use Microsoft Outlook for CRM ?

LinkedInI posted my answer on LinkedIn. [Read more...]

CRM for Android,iPhone,iPad,Playbook

After 10 years of dancing around mobile device hardware and software compatibility problems,  I found a solution.

I installed WiredContact,  and I didn’t have to care which tablet or phone the reps have.  Finally, I can focus on the business process to improve and not chase anyone for fixes or updates.  It just works!

Windows OS Macintosh OS Android OS Blackberry OS

I simply customize a web page behind the scenes.  The mobile device is just reading a standard web page, and it does not require extra apps to buy, download or break/fix.

Even better, I don’t have pitch an additional license within the same implementation.  Client saves money, and I get it done.