Resolv, Inc.

July 2008 Newsletter

 

 

 

 

Article Source:

Today's Workplace

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

Out with the Old - today's workplace requires a new way of thinking

by Robyn D. Clarke

Today's workplace requires a new way of thinking. Embrace the changes or risk being swept under the rug.

WE ARE LIVING IN A TIME OF GREAT SOCIAL AND TECHNOLOGICAL transformation. Thus, clinging to outdated beliefs about work is a sure road to nowhere. We have to replace them with thinking more in tune with today's business needs and core competencies. What follows are updated philosophies that will help you create and navigate your way through a successful career.

OLD BELIEF #1: Change is to be avoided. Change is another word for loss.

NEW BELIEF: Change is exciting. Change is another word for opportunity.

This old mind-set poses change as something to fear--nothing but trouble. True, change does involve loss--such as the loss of familiar ways of doing things, comfortable relationships, perhaps status or even a job. But it also presents opportunities to grow and achieve success. Embrace change and look for the possibilities it brings.

OLD BELIEF #2: Mistakes and failures are disasters.

NEW BELIEF: Mistakes and failures are learning experiences.

The old belief discourages risk-taking, stifles creativity and limits the opportunities to learn and improve. Organizations that reinforce the fold belief by punishing people who make mistakes are losing market position to companies that encourage risk-taking and innovation. Organizations need to adopt the new belief if they are to survive in today's competitive world. You also need to embrace it if you are to be successful. The new belief frees you to explore, to change and to grow. It supports the core competencies of entrepreneurism and an optimistic, can-do attitude.

OLD BELIEF #3: What can you do for me?

NEW BELIEF: What can I do for myself?

This old belief reflects dependency and passivity, however, you can't Shift your dependency needs to an organization. You may look to your manager for guidance and support, but you are in charge of your performance. The new belief is about being independent, taking an active, assertive posture and taking responsibility for making things happen yourself instead of waiting for others to do them for you. This new belief and the next two that follow, underpin the core competency of having an entrepreneurial attitude.

OLD BELIEF #4: Look for something or someone to blame when a problem occurs.

NEW BELIEF: Take responsibility for solving problems--even those you don't create.

The old belief--another that reflects dependency--is about assigning blame, not about fixing problems. The idea that it is management's responsibility to fix things is old thinking. The new belief is about ownership, being accountable, taking responsibility and being solution-oriented. Don't use your energy to complain and fingerpoint; use it to fix things and make them better. If you see problems, don't simply inform your manager; instead, present your recommendations for solving the problems.

OLD BELIEF #5: Wait for "them" to decide and tell me what to do.

NEW BELIEF: See what needs to be done. Make decisions and take action based on the facts known at the present.

Many people think management has all the answers. The truth is that you have answers, too. In fact, you probably know more about what is needed than your manager does. The new belief reflects the entrepreneurial attitude. Instead of waiting for your manager to tell you what to do, take the initiative and do what needs to be done to make the organization successful.

OLD BELIEF #6: Identify with a job title.

NEW BELIEF: Identify with a team for which everyone works toward the same set or goals.

Many people confuse their job title with their identity. Doing this focuses only on performing the tasks in your job description with no consideration for how your actions contribute to the organization's goals. Some managers perpetuate this thinking when they tell employees, "You just concentrate on what you're supposed to do and let me worry about the big stuff." Identifying beyond your job title means contributing to the team effort; it frequently encourages cross-training that adds to your skill set. This new belief and the one that follows relate to the core competency of collaboration and teamwork.

OLD BELIEF #7: It's not my job.

NEW BELIEF: I'll pitch in where I can.

The old belief limits your responsibility, reduces participation and creates feelings of isolation. Imagine a second baseman and a shortstop arguing about who should dive for the grounder: "That's not my department!" Instead, both players go after the ball because both have a stake in the outcome; both are focused on the team goal of winning the game. In today's workplace, success requires removing the focus from "What is my job?" and applying it to "What is it that needs to be done?" Thinking in this broader way also shows you how your actions beyond the boundaries of your job can have an impact on the company's success.

OLD BELIEF #8: Ask "Why?"

NEW BELIEF: Ask "Why not?"

The old belief is an excuse to resist change. "Why?" comes from a defensive and self-protective posture when you are feeling threatened by change or by other people's way of doing things. Saying "Why not?" breaks down the defensive posture, reframes the situation and opens your mind to other options, new opportunities and new possibilities. The new belief reflects an entrepreneurial mind-set, as well as an optimistic, can-do attitude.

OLD BELIEF #9: Security comes from loyalty to your company.

NEW BELIEF: Security comes from having skills that are needed in the marketplace.

If you have been laid off or told your job is being eliminated, you've had firsthand experience with the destruction of this old belief. Showing up faithfully day after day is no longer enough. Now you must bring to the table the skills and attitudes employers need. This means you must take an active role in identifying and acquiring those skills and attitudes and updating them as employers' needs change. The new belief redefines security and recognizes that you create your own security; a company does not bestow it upon you.

OLD BELIEF #10: There is no need to continue one's education after getting a job.

NEW BELIEF: Life involves continuous learning and retraining.

This new belief ties into the previous new belief about job security. You educate yourself to get a job; you must continue to educate yourself to keep a job. Education is a lifelong process; it's more important now than ever before because your skills will become obsolete if you don't stay current. People often date themselves not by their age, but by their unwillingness to keep learning and growing.

OLD BELIEF #11: I am an employee. My current job is the only option and there are no choices.

NEW BELIEF: I am employable. My current job is my choice and is one of many options I have.

Shifting from old to new beliefs represents taking responsibility to make yourself attractive to employers by acquiring the skills, knowledge and competencies they want. In his book, Job-Shift, author William Bridges suggests taking this one step further and thinking of yourself as an employer, the CEO of a company called "You & Co." Being employable means you know how the essence of your contribution counts, not the number of hours you have logged or how busy you are.

OLD BELIEF #12: The company is responsible for its employees' future.

NEW BELIEF: I determine my future.

The old belief reflects helplessness and a dependency on others. The people who cling to this belief are abdicating responsibility for managing their careers. Sometimes they then blame the company, or feel victimized or betrayed, if their careers do not progress as they had hoped. The new belief reflects empowerment and being in charge of your career and your vision of your future. Your manager may advise you or support your career goals, but you have to be the active director or your career.

Adapted from Scenarios for Success: Directing Your Own Career by Rochelle L. Teising with Catherine Joseph, Copyright [C] 1999. Reprinted by arrangement with Upstart Publishing.


Complimentary Breakfast Seminar

Why Should  A CEO/CFO Care About

Customer Relationship Management?

Thursday, September 30, 2008, 7:30 am – 10:00 am

Join us as we discuss:

·         A working definition of Customer Relationship Management.  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 Customer Relationship Management software.  This will include a working demo of an industry-standard Customer Relationship Management software package.

 

Location:  Bridgewood Resort Hotel & Conference Center, Neenah, WI

 

To register:  (920) 730-1300 or go to www.resolvcrm.com

 

Cost:  No charge.  A complete hot breakfast is included.


Resolv Summer Hours

 

Monday, September 1 – Labor Day – Closed


View from our Sales Desk

Salespeople and Customer Relationship Management

By Mike Lettier

 

Sales professionals will always choose being in front of a customer over being in front of a computer. Therefore, entering and viewing customer information needs to be quick and easy. A successful Customer Relationship Management software design can keep your sales force out doing what it does best ... selling!

 

Also helpful and productive to your salespeople is having customer information available in a single view.  This helps when responding to, or even anticipating customers’ needs, much quicker and more cost effective. Software that allows for automatic alerts, easy-to-use screens, and easy data entry allows the salesperson to do their own work and spend less time as order entry clerks.

 

Consider a Customer Relationship Management solution to ensure that your sales and marketing people are making the most of their time and skills. Contact us to learn more about how your sales force can spend less time in front of a computer, and more time in front of your customers.


SalesLogix Tips & Tricks

Email Links

 

Ever want to send an email asking a manager to look at a specific opportunity? Maybe you need tech support to analyze a specific account? Or you need an engineer to email a few answers to a specific contact? It can take from several words to several sentences to describe the opportunity or contact. Something like:

“We’re moving forward on the hive project for Letter Carriers Group. Please make sure D. Levy in Pittsburgh knows your space and electric requirements for the upcoming shoot. They’ve revised the quote multiple times, so be sure you’re looking at revision 6.”

 

Even then, your co-worker calls because he wasn’t sure he was on the right contact because Letter Carriers Group has two contacts named D. Levy, both in Pittsburgh.

 

Is there a quick and easy way to send email like this without the ambiguity? This tip shows how to use links to SalesLogix data in an email. Let’s begin in SalesLogix. Navigate to the account, contact or opportunity of interest. A contact will be used for this tip.

 

On the Edit menu, select “Copy Link to Clipboard.” Notice you could use the keyboard shortcut Ctrl-L to copy the link.

 

 

 
  

 

 

 

 

 

 

 

 

 

 


 

Now start your email in Outlook.  Type the message: “We’re moving forward on the hive project. Please make sure D. Levy knows your space and electric requirements for the upcoming shoot.”

 

Highlight the contact name (D. Levy). On the insert menu choose “Copy Link to Clipboard.” The text will change to D. Levy to indicate it is a link. You could also navigate to the correct revision of the opportunity and copy that link to the clipboard. Then highlight “hive project” and insert that hyperlink. Now your email looks like the next image.

 

 

 

 

 

 

 

 

 

 

 

 

 

Whoever receives the message simply needs to click on hive project to jump to the proper opportunity and revision. They could click on D. Levy and land on the correct contact, no matter how many D. Levy’s might exist in SalesLogix.

 

  [SCM]actwin,0,0,0,0;
  

 

 

 

 

 

 

 

 

 

 
 

Now if you forget to highlight the anchor text in Outlook before inserting the hyperlink you will see “slx:ACCOUNT/A6UJ9A000FRQ” inserted into the email. Outlook used the hyperlink as the anchor text.

 

In Outlook you can place a hyperlink button  on the toolbar. You can see it in the images above. For SalesLogix, Resolv, Inc. has created a similar button (highlighted in red below) to copy the link to the clipboard. If this tool button would be helpful for your company, please contact Resolv Support.


 

**Provided by the Resolv Help Desk


 


KnowledgeSync Tips & Tricks

 

Question:

 

I have two questions. First, is KnowledgeSync ok to run under the new Windows Vista operating system? Second, now that Microsoft has put out a patch to handle the new Daylight Savings Time dates, how does this affect KnowledgeSync?

 

Answer:

 

Fortunately, the KnowledgeSync developers have known about the Windows Vista operating system for some time now, and among the enhancements put into KnowledgeSync version 6 (SQL Server database, support through Crystal version XI) was full compatibility with the Vista operating system.

 

Our QA Team has tested KnowledgeSync under as many Vista configurations as possible, and all test results have come back positive - the version 6 KnowledgeSync architecture fully supports the new Vista configurations and options. Clients who are using a version of KnowledgeSync prior to v6.x are encouraged to upgrade to version 6 before installing KnowledgeSync on a Vista server.

 

As for the Patch issued by Microsoft to address the changed dates to Daylight Savings Time starting in 2007, Vineyardsoft's QA Team has confirmed that KnowledgeSync (versions 5.x and 6.x) supports the DST patch and will automatically begin operating under the rules of the Microsoft patch once that patch is installed on the KnowledgeSync server.

 

(Note that it is recommended that you stop and re-start the KnowledgeSync Windows Service after installing the Microsoft DST patch on the KnowledgeSync server.)

 

**Provided by VineyardSoft Corporation (www.vineyardsoft.com)


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


The Law of the Garbage Truck…

 

I hopped in a taxi and we took off for the airport. We were driving in the right lane when suddenly a black car jumped out of a parking space right in front of us. My taxi driver slammed on his brakes, skidded, and missed the other car by just inches! The driver of the other car whipped his head around and started yelling at us. My taxi driver just smiled and waved at the guy. And I mean, he was really friendly.

 

So I asked, “Why did you just do that? This guy almost ruined our car and sent us to the hospital!” This is when my taxi driver taught me what I now call, “The Law of the Garbage Truck.”

 

He explained that many people are like garbage trucks. They run around full of garbage, full of frustration, full of anger, and full of disappointment. As their garbage piles up, they need a place to dump it and sometimes they’ll dump it on you.

 

Don’t take it personally. Just smile, wave, wish them well and move on. Don’t take their garbage and spread it to other people at work, at home, or on the streets. The bottom line is that successful people do not let garbage trucks take over their day. Life’s too short to wake up in the morning with regrets, so “Love the people who treat you right. Pray for the ones who don’t.”


Our Referral Program

Resolv, Inc. is always looking for referrals, but what bonuses do you receive if you give us a referral?

 

  • 1 Year Referral commission of 3% of every payment we collect from the customer
  • Infinite Referral commission of 1.5% of every payment we collect from the customer

 

To Read More on our Referral Program, Click Here