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Resolv,
Inc.
821
E. First Ave
Appleton,
WI 54911
Phone:
(920)730-1300
E-mail:
info@resolvcrm.com
We’re
on the Web!
www.resolvcrm.com
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By Larry Galler
So there I was on the couch, bonding with
my young grandson in front of the television
set on Sunday, watching a football game
together. The TV camera was focused on the
offensive team in a huddle when he asked,
"What are they doing?" "Well Jared they are
in a huddle." "What's a huddle?" "It's kind
of a team meeting where they get the
instructions for the next play." "Why do
they do that?" "So they all know what is
going to happen, when it is going to happen,
and what each member of the team is supposed
to do."
As I sat there, somewhere between
watching the game, dozing off, and imparting
my encyclopedic knowledge of the intricacies
of the game to him, my mind wandered to the
same issues about business. A football team
huddles after every play. How often does a
business get in a huddle? Darn rarely, I
imagine.
Why? Doesn't every team member need to
know what is going to happen? Don't they
need to know when things are going to
happen? Don't they need to know what each
member of the team is supposed to do (and
even more importantly - what they need to
do)?
How often does someone "drop the ball"
because they didn't have all the information
they needed or because someone was relying
on them to do something but the
communications between the two weren't
clear, or worse, non-existent? Wouldn't a
short huddle help clarify execution and/or
responsibilities?
A huddle isn't the same as a team meeting
or a pep talk. It can be a short "first
thing in the morning" get-together where the
plans for the day or week are discussed,
people are reminded of their
responsibilities, project goals are talked
about, the sequence of events are reviewed,
questions are asked and answered so, when
the team takes the field, they are inspired,
motivated, and well prepared to do a great
job.
Give it a try. Announce a two-minute
huddle for tomorrow morning. Focus on just
one topic. See if it doesn't improve
teamwork. It might eliminate a fumble. |
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Complimentary Breakfast Seminar
Why Should A CEO/CFO Care About
CRM?
Thursday, February 14, 2008, 7:30
am – 10:00 am
Appleton, WI
Join us as we discuss:
·
A working
definition of CRM. You may be
surprised that it is not all about
software.
·
Informed decision
making. Imagine how access to
real-time data will help you to
adjust to marked conditions more
rapidly.
·
Empowering sales
people. What would happen to
your sales force if you allow them
to focus on customers rather than
processes?
·
Company growth.
Can it happen without
customers? What are you doing
differently this year to promote
growth, or is last year’s growth
rate acceptable?
·
Harnessing the Wild
Wild West. Can you implement
solid, time-proven best practices,
or is it ok that your sales force is
made up of renegades that do it
their own way?
·
What you should
expect from CRM software. This
will include a working demo of an
industry-standard CRM software
package.
To register: (920) 730-1300
or go to
www.resolvcrm.com |
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SalesLogix User Group
Meeting
Who Should
Attend:
SalesLogix Users
and System Administrators
If you are not
a SalesLogix user:
Please come and
talk to other SalesLogix users and see how
SalesLogix can assist you with your business
needs.
What is a
User’s Group?
The SalesLogix
user group is a great place for SalesLogix users
to exchange ideas and ask questions of each
other and an experienced SalesLogix consultant.
Meetings consist of a presentation on a featured
topic, followed by “what’s new” with SalesLogix,
and a question and answer period.
Location: TBD
When: Thursday, April 24, 2008 from 10 am
– 4 pm
To register for the User Group: (920)
730-1300 or email to
info@resolvcrm.com
Cost: No Charge – Lunch is included |
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SalesLogix Tips & Tricks
Handy SalesLogix Shortcuts
Everyone wishes to work at the speed of
light, but tedious mouse clicks can slow us
down. SalesLogix has many built in shortcut
keys to perform your daily functions (no, it
will not clean your office desk or make your
lunch for you – Believe me…. I've tried!).
Let's review some of the most useful
shortcuts:
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Inserting a New Account/Contact –
Insert
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Looking up an
Account/Opportunity/Ticket, etc,
whatever main view you are currently
viewing – Ctrl + Q
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Write an Email to the currently showing
Contact – Ctrl + N
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Complete an Activity (Remember that you
can create a new history item by using
this option) – F3
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Insert a new Ticket – Ctrl + T
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Insert a new Opportunity – Shift +
Insert
-
View Calendar (switch to the Calendar
Main View) – F4
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View Contact (switch to the Contact Main
View) – Shift + F6
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View Account (switch to the Account Main
View) – Shift + F7
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View Opportunity (switch to the
Opportunity Main View) – Shift + F8
Many more shortcuts exist. To see more
available shortcuts, simply click on the
menu items at the top of SalesLogix (such as
View – Account). All shortcuts are listed
next to the Items (such as View – Account
shows Shift + F7 on the menu). |
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KnowledgeSync Tips &
Tricks
Scenario:
You want to use KnowledgeSync to email out form
letters, invoices, special offers, and other such
documents in HTML format but you don't know HTML
syntax. Crystal Reports can be output in HTML
format, but the reports appear as attachments and
your client wants the information to appear in the
body of the email message. Do you have any
suggestions?
Answer:
We do. Create the form letter, invoice, special
offer, or whatever document you wish to send using
Crystal Reports. Then, create a KnowledgeSync event,
go into the "Reports" tab of the event, and choose
the form, document or report that you wish to send.
Choose an output "Style" for the report of HTML.
(This next step is critical.)
Go to the "Email" tab of the event, specify a
subject for the email but leave the email body text
blank. An absence of text in the email body, when
combined with a Crystal Report that is output in
HTML, tells KnowledgeSync to take the HTML output
from the report and embed that content right within
the body of the email message itself.
Note that this function is available only if the
email sending account that this event is using is
configured to send via any Internet-based email
system. |
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Contact Support
Here is how to contact our tech support department:
Normal tech support hours are Monday through Friday
8:30 am – 4:30 pm Central Standard Time. Help may be
available during non-business hours for an incidence
fee. If it is an emergency or after hours, please
call, since we cannot guarantee that email will be
responded to prior to the next business day. During
business hours, phone calls have priority over
email.
Phone:
(920) 268-4877
E-mail:
support@resolvcrm.com
Remote live support:
http://www.resolvcrm.com/assist
Web ticket:
http://www.resolvcrm.com/supportquestions.html |
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Belief
Is All You Need A man was lost while driving
through the country. As he tried to read a map, he
accidentally drove off the road into a ditch. Though he
wasn't injured, his car was stuck deep in the mud. So the
man walked to a nearby farm to ask for help.
"Warwick can get you out of that ditch," said the farmer,
pointing to an old mule standing in a field. The man looked
at the haggardly mule and looked at the farmer who just
stood there repeating, "Yep, old Warwick can do the job."
The man figured he had nothing to lose. The two men and
Warwick made their way back to the ditch.
The farmer hitched the mule to the car. With a snap of
the reins he shouted, "Pull, Fred! Pull, Jack! Pull, Ted!
Pull, Warwick!" And the mule pulled the car from the ditch
with very little effort.
The man was amazed. He thanked the farmer, patted the
mule and asked, "Why did you call out all of those other
names before you called Warwick?"
The farmer grinned and said, "Old Warwick is just about
blind. As long as he believes he's part of a team, he
doesn't mind pulling."
As seen in Bits &
Pieces: The Magazine that Motivates the World.
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Our Referral Program
Resolv, Inc. is always looking for referrals, but what
bonuses do you receive if you give us a referral?
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1 Year Referral commission of 3%
of every payment we collect from the customer
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Infinite Referral commission of 1.5%
of every payment we collect from the customer
To Read More on
our Referral Program,
Click Here |
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