CRM Implementation – Design for Success

Ready, fire, aim.  There’s never time to do it right, but always to time to do it over, etc..
Sure, we’ve all heard these and it is true:  getting it right the first time is easier, cheaper and more profitable than doing a half-baked job, and then doing it all over.  But implementing a CRM system [...]

Online Project Management

Effective CRM will add speed, power and flexibility to your organization’s marketing, sales and customer service operations. However, implementing CRM takes more than installing software – no matter how excellent – and waiting for the phone to start ringing.
To ensure that our clients CRM projects avoid mistakes and deliver great results, First Plan has developed [...]

Sage CRM Outlook Integration

Sage CRM is an easy to use, highly customizable CRM system that provides robust marketing, sales and customer support features. Because Sage CRM is web based, your team can stay connected in real-time without data synchronization.
With version 6, Sage CRM has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced [...]

ACT! 2008 Training & Upgrades

The flagship component of this release is the all-new interactive Dashboard. This sleek, modern Dashboard brings ACT! data to life and allows you to stay on top of critical activities and opportunities.
In addition, opportunity enhancements provide you with quick access to more comprehensive opportunity information and provide managers with more accurate reports. Group and Company [...]

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