Contact Management & CRM’s – A healhty dose of patience can be required

Based on many conversations I continue to have where certain issues keep coming up, I think it is time to re-visit a few points about trying to find, and learning how to use, Contact Management and CRM Solutions. 1) Do not judge a CRM by its graphics alone. There are several products available that may not appeal to the eye […]

Agent Office Serial #1

Recently I received an order for an Agent Office upgrade, which in and of itself is nothing unusual. But this order was different. One detail one must provide when ordering the upgrade is the serial number of the software. Well I looked at this order and saw that the serial number was A000001 ! The […]

Gary David Hall interviewed by Kathy Goughenour, President LeadBoosterClub.com

One hour interview done for their membership at http://www.box.net/shared/4eppub2v47

Contact Management Tech Support – How much should you expect?

Different vendors have different ideas of what Tech-Support means. What I call Tech-Support, as defined in my Matrix, is “If it is broke, we will help you fix it”. In other words, if their software is not working; it is not doing something it is supposed to do; or it is doing something it is not supposed to do, they will help you fix it. A […]

OK – I bought a CRM, now where do I start?

This is one of the most common questions I hear. Some Contact Managers and CRM (Customer Relationship Management) solutions have fairly good training materials. Some have great materials. Some have none. But what none of them really excel at, is a tutorial to take you through the basics, in a “Where do I start” format. Maybe I […]

The Value of ‘Canned’ content in CRM’s

On a fairly regular basis, I hear people comment that this person’s or that program’s form letters or fliers are bad/not for their market/hokey, you-fill-in-the-blank. The value in ‘canned’ content is not necessarily in that you can take them as they are, and start using them. While it is true that there are some things, […]