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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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What Are They REALLY Doing on
Facebook and Why Should You Care?
By Jim Barnes, Barnes Marketing Associates
Businesses
typically struggle with new technologies and how
to make them work in a business context. They
flail about for years in some cases, trying this
and that, before they settle on an application
that makes sense and may make them some money.
This has been the case with virtually every new
technology to come along in the past 50 years —
possibly the past 1,000 years, in fact.
This is exactly
what’s happening right now with online social
networks. This is a genuine phenomenon that has
come out of nowhere and in the past three years
has seen sites like MySpace, Facebook and
Friendster each attract 60 million users/members
or more. As one who is interested in all aspects
of consumer behavior and psychology, I find this
frankly intriguing and I want to know why. What
is it that makes these sites so popular? What do
users get from their interaction with them? What
role do these kinds of social networks play in
their lives?
As with all other
concepts in the broad world of customer
relationship building, we can’t begin to make
use of tools and technologies until we gain a
solid understanding of what consumers think and
feel about them. As always, the more we know,
the better equipped we are to take advantage of
the popularity of these sites.
So, what is going
on in this online social network world? On the
surface it would appear that, for some people at
least, sites like Facebook play a role that in
the physical world is filled by places that
provide opportunities for people to meet and
converse with friends and to meet strangers —
the so-called “third place” idea that has been
popularized by Starbucks.
But, I don’t think
it is quite that simple. Clearly, there are
differences. We don’t meet face-to-face. They
aren’t my “friends” in the conventional
definition of the word. We don’t have “real”
conversations. Or are they “unreal” only because
I have a view that conversation must mean voice
communications?
The concept of
social networks is not new; it has been studied
by sociologists and psychologists since the
1950s. We already know a great deal about the
role that social networks play in people’s
lives. What we don’t know nearly enough about is
how online social networks are different and
what these differences mean. Before companies
and organizations in general can begin to make
use of this phenomenon in their marketing
programs or can build them into their customer
strategies, there must be a deeper understanding
than exists at present.
At this stage in the evolution of online
social networks, companies would be well advised
to find out how their existing customers are
using these sites and what role they serve.
Where does Facebook fit in and how do you factor
that in as another component of your customer
strategy? |
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2008 Oshkosh Business
Expo
§
Thursday, January 24,
2008, 10 am – 5 pm
§
Resolv, Inc. will be at
Booth #303
§
Oshkosh Convention Center,
2 N. Main St.
§
Followed by Taste of
Oshkosh from 5 – 7 pm
Stop by and visit, talk to our sales
and marketing personnel and find out how
we can empower your sales people, grow
your company, and maximize customer
loyalty. |
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Complimentary Breakfast
Seminar
Why Should A CEO/CFO Care about CRM?
Thursday, February 14, 2008, 7:30 am – 10 am
Appleton, WI
Join us as we discuss:
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A working definition of CRM.
You may be surprised that it is not all about
software.
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Informed decision making.
Imagine how access to real-time data will help
you to adjust to market conditions more rapidly.
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Empowering sales people.
What would happen to your sales force if you
allow them to focus on customers rather than
processes?
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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?
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Harnessing the wild-wild west.
Can you implement solid, time-prove best
practices, or is it ok that your sales force is
made up of renegades that do it their own way?
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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 Tips & Tricks
Quick access to Groups
 While
assisting SalesLogix users we regularly find
ourselves trying to find a specific Account or
Contact group. Using the arrow to get to that
Yukon Gold group is slow and for some of you
stacked tabs covers two-thirds of the screen.
How would you like to be able to create a
keyboard shortcut to that favorite group? You
can, and it’s not difficult. Keyboard shortcuts
can be added for any group you own, or admin may
add a shortcut to any group. Here’s how…
First select the group needing a shortcut, in
this case My Contacts. Right click and select
Edit Group.
 Once
the Query Builder opens modify the group name by
adding an ampersand (&) before the letter of the
desired keyboard shortcut. In this example, we
would like Alt-C to be the keyboard shortcut for
My Contacts.
Press OK to save the new group name.
Back in your detail view the group name will now
appear as My Contacts. Select any other
group. Press Alt-C to return to the My Contacts
group.
 Once
a group name is changed, it will need to be
shared again. To share the group, right click on
the group name and select share group. Press ok
and any one using that group will receive the
keyboard shortcut.
Go ahead and add some shortcuts, but keep in
mind that you can only edit groups that you
created. Groups you do not own will not allow
you to modify the name; only the SalesLogix
admin can modify these group names. |
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KnowledgeSync Tips & Tricks
Scenario:
A company uses both a CRM application and an Accounting
application but they're not integrated and they have a
problem keeping the databases in sync. Is there a way
KnowledgeSync could look for new contact additions in
their CRM database and then check to see if the contact
does not exist in their Accounting system?
Answer:
Yes!
You need to create an event that uses queries from
different applications - the first query would identify
new contacts in your CRM app, and the second query would
check to see if that contact does not exist in your
Accounting app.
Here's how you'd configure this:
1. Decide what field - or fields - you are going to use
for the purpose of "matching" a contact record in your
CRM app with a contact record in your Accounting system.
You can use any fields for this purpose - contact name,
phone number, email address, and so on. (You can even
match on multiple fields.)
2. Create query #1 to identify newly-created contacts in
your CRM app. Make sure that you choose (as columns) the
field(s) you are going to use for matching purposes
(e.g., the contact's email address).
3. Note the "Customized Name" for the matching column(s)
(e.g., "CONTACT_EMAIL").
4. Create query #2 in your Accounting app. Call it "Link
To; Contacts Not in Accounting DB". Choose the table
that stores the contact records in your Accounting
system.
5. In the "Columns" tab, choose only one column - the
column that uniquely identifies each contact record
(e.g., "customer_no"). Change the Column Type to
"Count".
6. In the "Filters" tab, create a filter on the matching
field(s). Choose an Operator of "equal to", and in
Compare Value, key in the customized name of the
matching field (enclosed by curly braces) from the first
query (e.g., "{CONTACT_EMAIL}").
7. Go to the Sub-Filters tab. Since we want the event to
trigger only if there is no match in the Accounting
system to the new contact in the CRM system, create a
sub-filter on the "count of customer records", specify
an operator of "equal to" and a Compare Value of '0'
(zero).
(And if you were matching on multiple fields, you would
modify step #6 to include filters on all - or any
combination - of the matching fields you had chosen.)
That will do it. This same logic can be applied to the
"matching of records" between any two (or more) business
applications you are using. And if you need assistance
designing such an event, just contact Resolv at
support@resolvcrm.com. |
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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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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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Something to Think About
We must
always change, renew, rejuvenate ourselves; otherwise we
harden.
— Johann Wolfgang von Goethe |
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