Sage ACT Social Media

So how’s your Social CRM strategy? If you are like most businesses, you don’t have a real strategy yet. You might have a Facebook page or even a Twitter account. You might even be linked with a couple of people at LinkedIn.

But what’s your strategy? Well ACT! 2011 is here to help you.

Read the >>Social CRM White Paper <<

…and find out how ACT integrates with Social CRM so that you can get the most out of web 2.0.

Sage ACT and Twitter, Linked In or Facebook

Here are the highlights of the Whitepaper:

1. Using Social Media to engage with your customers. Your customers are using, so you need to figure it out. There are cost effective ways to reach customers via social media. Understand how customers are changing how they gain trust and insight about your business.
2. Benefits of Integrating Social Media with ACT! 2010 and ACT! 2011. Use ACT to prospect and find new customers. Builde better relationships. Gain business efficiency through social media tools.

We hope this whitepaper whets your appetite to dig into ACT even deeper. For more information on how to get started in Social CRM, check out our recent blog where we give away our own secrets!

If you need more information or assistance with ACT, please let us know. We’d love to help you.

Microsoft Dynamics CRM 2011 Evaluation

Click here to access and download our Free Microsoft Dynamics CRM 2011 Analysis.

Topics addressed include:

1. Salesforce.com vs Microsoft CRM
2. Pros and Cons of SaaS vs On-premise CRM
3. Crucial User Adoption Factors
4. Total Cost of Ownership of Microsoft CRM

Free SugarCRM 6 Assessment PDF

Click here to access and download our Free Sugar CRM 6 Evaluation PDF.

With this document, you will be able to identify the key enhancements within Sugar CRM.

Topics addressed include:

1. Calculated Fields
2. Favorites and Favorites Dashlet
3. Twitter and Social Media integration
4. Reporting (filtering, scheduling)
5. User interface improvements (there are many!)
6. Sugar Mobile 1.0 details
7. and much more.

Free ACT! 2011 Evaluation and Feature Review

Click here to access and download our Free Sage ACT! 2011 Feature Evaluation and Review.

With this document, you will be able to identify the key improvements within ACT! 2011 as well as ACT! 2010.

Items addressed include:

1. User interface enhancements
2. Social Media
3. E-Marketing, Mail-Merge and Online Surveys
4. Sales Opportunity redesign
5. Flexible Reporting, Dashboard and OLEDB interface
6. Advanced Outlook Integration and Invitations
7. Advanced Outlook Sync for Contacts and Calendar
8. Simplified Importing design
9. Smart Tasks (Workflow)
10. Advanced Lead Management and Importing
11. Administrative improvements
12. and much more.

Nationwide CRM and ACT Consulting and Training

With locations throughout the United States, Accent Gold Solutions is able to provide CRM training, consulting and implementation service whereever you are. Please contact us to find out the best way to get your CRM project underway. Remember, step 1 is to figure out what your business requirements are, and step 2 is to select the proper CRM system for your individual needs.

Being certified in various CRM systems such as Microsoft Dynamics CRM, Sage SalesLogix CRM, Sage ACT!, SAP CRM and more, we are confident we can advise you as to the proper CRM software to fit your business.

Whether you are in Tampa, Florida or Albuquerque, New Mexico, we can get your CRM solution designed, implemented and trained so that your users will love it and use it. We define our success by your CRM adoption rate. So call us to get started!

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In our experience at Accent Gold, all Sales Managers face 2 key challenges in the realm of CRM. First, sales reps spend too much time on administration and data entry instead of being face to face or on the phone with customers. Second, Sales Reps simply aren’t using existing CRM tools because it just doesn’t fit their needs and their business processes.

SugarCRM 6 address these issues by organizing Sales Leads, Contacts, Opportunities and Accounts into a single, simple dashboard view.

The results for Sales Divisions are 3-fold:

1. Sales Reps are more focused and thus productive
2. Sales Managers have visibility regarding performance
3. Sales Executives receive the reports they need to drive revenue.

On a single Dashboard Report, Reps can view (a) a list of their new leads (b) their hot opportunities (c) deals that have closed recently and (d) how they are performing against target quotas.

Rather than manually compiling a list from Outlook Email, Accounting Reports and Excel Spreadsheets, users and managers are able easily view and respond to their sales data – all within a single, simple Dashboard.

This increases user adoption. Users can also easily add custom charts and lists to their dashboard.

To find out more about how SugarCRM’s Dashboards can be customized to meet your needs, give us a call. Sure you can look up the SugarCRM Wiki, but we would love to advise you on and review with you your options and on the best way to use the built in dashboards with Sugar.

If you need a Sugar Demo or more information about Sugar as a hosted CRM management software  integrates with iPhone or other mobile phones, let us know. Do you need a demo or review of Sugar as a customer relationship management software (windows CRM vs online CRM software)? Do you have questions regarding the license pricing and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in a SugarCRM upgrade or in need of a download to install SugarCRM 6? No worries! Just give us a call! We’ll help you understand just how powerful this web based customer management tool can be as a hosted sales CRM – especially in an Open Source or Call Center software environment.

Do you need a review of how SugarCRM as a web based CRM compares to Zoho CRM or Salesforce.com – or the differences to hosted MS CRM 4.0? Are you concerned with understanding CRM Software On Demand? Do you have questions regarding the world of online website CRM  and how the CRM cloud (Saleslogix) can work for you in a hosting CRM environment? Do you need clarity regarding CRM lead generation tools or CRM support/help plans? No worries! Just contact us!

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Do you have difficulty managing new leads? Are you frustrated with how long it takes to purchase leads and then bring them into your CRM database? With Sage Business Info Services, ACT! 2011 provides powerful tools for Sales Managers in search of lead generation!

Hoovers is on top of over 60 million records (both Company and Key People) – and these can be imported directly into ACT CRM.  You get (a)  Free Business Info – Basic company or competitor information (b) Full Business Details – Full company/competitor information, Contact information, Import leads (limited) (c) Mass Import of New Leads – Full company record, Contact information

Do you need leads? Use the keyword search feature for Hoovers – right within ACT 2011. Build an “A List” of your target clients – possibly a query with the following parameters: Location, Size, Industry, Type, People, Financial Data.

There are 3 levels of service:

Level 1 – Directory
Level 2 – Relationship Manager
Level 3 – Researcher

So how does it work? To get an account, users will sign up for a Sage Connected Services for ACT! Account. This manages Email Marketing, Business Info Services, etc… This acts as a Single Account for related services. That means you as an ACT! user receive a single bill for these services.

Do you need more information or an web CRM demo? Do you need to understand the differences between the various versions of ACT or the differences between ACT! and other CRM solutions such as SugarCRM, Microsoft Dynamics CRM, Sage SalesLogix or Salesforce.com? Please don’t hesitate to call or email us. We would love to help you properly compare so that you are empowered to select the ideal CRM Business Software system for your organization.

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Simple and Easy CRM

Does CRM have to look like this?

What’s the secret regarding CRM products? Users in the worldwide marketplace are becoming more comfortable with modern productivity tools (i.e. Google, Amazon, Twitter), most CRM tools are stuck in the 20th century. Bottom line, CRM innovation has remained stagnant.

Until now.

CRM User Adoption

The world of CRM usability is being redefined – and Sugar 6 is changing the game. No longer is the user compelled to combine the world of (a) spreadsheets (b) email and (c) complicated and antiquated CRM tools.

Sugar 6 is:

1. Intuitive. Simply put, it is easy to use!
2. Flexible. It is easy to change – to match your business processes.
3. Open. It is easy to integrate. The Open Source architecture allows for unmatched integration possibilities.

Web Based CRM Software

Sugar 6 allows you to truly manage your business rlationships, increase your marketing effectiveness, optimize lead generation, measure and grow sales revenues, and better support existing customers.

Sugar 6 delivers a Web Experience that users are familiar with. If you feel comfortable with Facebook, LinkedIn or Google Docs, then you will love your SugarCRM experience.

Do you need a review of Sugar as an ondemand web based CRM software (windows CRM application vs web CRM software)? Do you have questions regarding the pricing model (Licenses, Software as a Service SAAS CRM) and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in a SugarCRM upgrade or in need of a download to install SugarCRM 6? No worries! Just give us a call! We’ll help you understand just how powerful this web based online customer management tool can be as a hosted sales CRM – especially in an Open Source or Call Center software environment.

Do you need a live demo of how SugarCRM as an online CRM compares to SageSalesLogix (Cloud) CRM, vTiger (Open Source CRM) or Salesforce (on Demand CRM) - or the differences to online MS CRM? Are you concerned with understanding free web CRM Software and your options? Do you have questions regarding how the world of web CRM, hosted CRM  and cloud CRM in a local CRM environment? Do you need clarity regarding CRM lead generation services or CRM  support (incl. CRM Help) plans? No worries! Just contact us!

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Business owners and sales managers are always asking how they can improve their success in lead generation as well as in cold calling. These two issues will be fleshed out below – plus how easily this is done within Sugar 6.

Here are the 7 keys you must understand:

1. Cold Calling Statistics. In the past it typically took about 10 attempts to reach the prospect . And then it took approximately 10 phone reaches to get the person to trust you. That makes for 100 call attempts to even start doing business! Yet it is possible to reduce that amount by a factor of 8. Here’s how: You can reduce the attempts to 4 and the reaches to 3. That results in 12 attempts.  So reducing from 100 calls to 12 is a factor of 8!
2. This script doesn’t work: “Hi John, this is William Johnson from ABC Company. i wanted to talk to you about our ‘product’, our new solution. I understand that you recently attended our webinar and I’d like to show you some more details on it and how it can be used with your systems. Please call me back at the following number. Thanks.”
3. The Social Calling approach starts with a Prospect Profile. Studies show that, on average, 21 people influence the buying decision for each sales opportunity. So you need to understand who you are trying to sell to.
4. You also need to grasp Trigger Events. Nobody wants to spend money unless they are triggered by an uncomfortable event. Recently I got a flat tire in 108 degree weather 100 miles outside of Phoenix. I was suddenly motivated to spend money on new tires. Luckily a friendly trucker helped out! Other trigger events might include a product launch such as Sugar 6.
5. How can I observe Trigger Events? Try Google Alerts. Enter a keyword such as “appointed” when you are trying to find a new VP at a company you are interested in selling to. InsideView does this even better. Of course you can also use Twitter: search for conversations such as “I am frustrated with Product XYZ”. Then join the twitter conversation and recommend your own.
6. The biggest key is Relationships. Tools such FaceBook, LinkedIn, Xobni and Gist can be helpful. Xobni works inside of Outlook and lets you know who knows who in your outlook. Gist is also helpful in aggregating relationship results. We often underestimate the power of referrals using LinkedIn. The power of LinkeIn is not in “Your Connections” but rather in those individuals who are “Two Degrees Away“. Tip: You definitely should know all the people who are first degree connections. For example, if you are connected to 1000 people on LinkedIn, it is likely that you will have upwards of 300,000+ relationships that are “Two Degrees Away”. Those 1000 can provide a powerful referral for you. This circumvents needing to cold-call a stranger.
7. The new and improved cold calling script. “Hi John, this is William Johnson, Tom’s friend. Still a good time for 15 minutes?…I noticed that you guys have a relatively new CEO…How is this change affecting you? Are there any new initiatives that may impact your area?…We’ve seen in other places that new CEO often…” You are now in a dialogue with the client, and that is the initial success for any cold caller.

Tip 1 : If possible, try to make the initial call a conference call.
Tip 2: Write an email that includes both parties (referral source and target prospect). This is often just as effective as a conference phone call.

How to do this within SugarCRM?

1. First, load the right Prospect list. You can easily do this from within SugarCRM.  Simply select the data and hit the Import button. Each Sugar 6 theme provides this option.
2. Next, you will want to see who you know at the company. In fact, Sugar will show you all First or Second Degree Connections within that firm.I can also hover over the desired contact to quickly find out LinkedIn and Twitter info. This is one of the most powerful modules in Sugar.
3. Now, simply select the Sales 2.0 Button for all Trigger Events.
4. Start calling!

What are the next steps for you?

1. Keep Social Media activities under 30 minutes per day – focus instead on your customer management within your hosted CRM software package.
2. Make sure your Linked In profile is professional and complete – as a company and as an individual.
3. Start building your Linked In network. Make sure those connections are real people, and not strangers.
4. Start using referrals. Don’t just make the cold calls based on knowledge. Leverage the referral possibilities!
5. Sign up for the best tools such as Hoovers.

If you need a free demo or review, please let us know. We would love to assist you in understanding how an online web based CRM solution like SugarCRM can streamline your sales crm experience, so that you can focus on Quality and not just Quantity!

Do you need a demo or review of Sugar as a customer management software? Do you have questions regarding the license pricing and feature differences between the free/community edition and the  paid (professional, enterprise) editions? Are you interested in upgrading or in need of a download of SugarCRM 6 to install? Not sure which mobile (Android, iPhone, Blackberry) will work the best? No worries! Just give us a call! We’ll help you understand just how powerful this dynamic CRM tool can be as a hosted sales CRM – especially in an Open Source or Call Center software environment.

Do you need a review of how SugarCRM compares to Zoho CRM or Salesforce.com – or the differences to hosted MS CRM 4.0 or even 5.0? Do you have questions regarding the world of online website CRM  and how the CRM cloud (Saleslogix) can work for you in a hosting CRM environment? Do you need clarity regarding CRM lead generation tools or CRM support/help plans? No worries! Just contact us!

Join us for our newest Webinar Series.

We will be examining and evaluating Microsoft’s newest product Dynamics CRM 2011.

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