Written by Ken Quigley

October 10 2023

Excel is a powerful tool that can be used for various purposes, including data management. However, no software application is the best at all functions, and one big example is Excel is a lousy tool for customer relationship management (CRM). Here are some reasons why: Data Errors: Excel is prone to data entry errors. One incorrectly entered...

Written by Ken Quigley

October 06 2023

Task management is a crucial skill that can help you stay organized and efficient. Internally at Keystroke we use QuickTasks for task management as it integrates with Act! and Webplanner for improved task tracking, collaboration, and project management, and you can use it at the office or on the road with our Windows, and IOS or Android...

Written by Ken Quigley

October 05 2023

The integration of AI into CRM systems can revolutionize how businesses engage with customers, streamline operations, and drive growth. Here are some ways this can be done: Automating Tasks: AI can automate tasks such as customer reports, emails, and data capture3. This can help avoid human errors in everyday tasks and administrative...

Written by Ken Quigley

October 05 2023

Quoting software like Link2quotes can be a game-changer for businesses, especially those that deal with a high volume of quotes. The Link2quotes online quoting console allows you to quickly & easily create a professional-looking quote, add customers on the fly, offer a wide variety of product & service options; dress it up with...

Written by Ken Quigley

October 05 2023

Emarketing and marketing automation are an effective and cost-efficient way to generate new leads for your business. However, using old contact details or unscrubbed distribution lists can hurt your future marketing efforts in unexpected ways. Here are the top five reasons to maintain good distribution list hygiene for emarketing: Maintaining...

Written by Ken Quigley

October 05 2023

With the recent release of Link2surveys, the latest product in our Linktivity suite, we wanted to list the top reasons surveys can be a powerful tool for businesses: Inexpensive Research Method: Surveys are one of the most inexpensive methods of gathering quantitative data. They can be self-administered, allowing access to a large amount...

Written by Ken Quigley

June 30 2023

Contrary to business owners' belief (or wish), employees do not typically embrace change. An inefficient system they’re familiar with is often preferred over an unfamiliar efficient one. It may not make sense, but when employees feel threatened or insecure, their objections are not always reasonable or easy to detect. Covert resistance from the...

Written by Ken Quigley

June 27 2023

Learning a CRM can be tough. Even when a program like Act! is easy to use, it's hard to know what to know. This can include mail merges, mapping, email integration, reporting, you name it. This is why Act! has published an extensive library of training videos to help with this learning process. These videos are divided into different categories...

Written by Ken Quigley

June 01 2023

If you're in sales, the start of every month is a pain. Not only do you go from hero-to-zero with each monthly reset of your quota, but there is a lot of pipeline management to be done. For instance, you have to decide which quotes should be killed, and which ones pushed, and regardless of what you decide, each and every one of them has to be...

Written by Ken Quigley

May 23 2023

I remember the first time I heard the term "Minimum Viable Product" used to describe a pre-launch software product, I admit I scoffed. How could the meaning of MVP be so casually flipped on its head? However, over the years, I've come to understand the wisdom of the term. The fact is "perfectionists" would not fare well in the software world, and...