Resolv, Inc.

May 2008 Newsletter

 

 

 

 

·        Blue Angels

·        Complimentary Breakfast Seminar

·        SalesLogix User Group Meeting

·        Resolv Summer Hours

·        View From our Sales Desk

·        SalesLogix Tips & Tricks

·        KnowledgeSync Tips & Tricks

·        Contact Support

·        Quote for the Day

·        Resolv Referral Program

 

 

 

About the Author:

Bill Nelson is an elite international sporting coach who has turned his knowledge of developing peak team and individual performance into a world-class corporate consultancy, Total Performance Concepts Pty Ltd. Bill’s wisdom of the science of motivation, performance coaching, team building and the development of organizational culture has been utilized by business organizations, defense forces, educational institutions, local government, and elite sporting programs throughout the world.

 

 

Article Source:

www.articlesfactory.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

Blue Angels

by Bill Nelson

I found myself over the weekend sitting down with my son and watching a program on the US Navy and the "Blue Angels" flight squadron. Jet fighter planes, flying within feet of each other in formation one minute, then upside down a few feet from the ground the next. Pilots flying straight at each other, at great speeds then at the last moment, just pulling away. Unbelievable!

As we watched the footage it became very apparent that all things that are necessary for effective teamwork were very much evident in everything that these pilots and their squadron does. My son, although very interested, could not quite get what the significance or magnitude of this standard of teamwork was. Now this discussion proved to be very timely. As it had only been that day as he and his fellow band mates had been practicing for an upcoming school musical performance. During the rehearsal it had become fairly obvious that there were mixed feelings within the band as to how right they should get each song before they moved onto the next.

 

So as we sat there watching the "Blue Angels" do their stuff and continued our discussion on what had happened that day at band rehearsal, I asked him this question; "If you guys don't practice well or often enough and go to the school musical performance under-prepared what happens?" His reply was something like "We either luck out and get it right on the day or we are pretty bad and we get embarrassed.  "How bad would that be?" "Well it is not something that we want to happen." And that was my point exactly to him. No one ever wants to fail, no one ever wants to be embarrassed by their performance. But is the significance of what you are pursuing enough to get you to do the things that are required so that you do not fail or become embarrassed? As our discussion continued, I pointed out to him that if the band doesn't practice enough, doesn't work together enough, doesn't communicate well enough, and the standards that you set for each other when you rehearse are not high enough, then what will happen come performance day? Basically summed up my sons response was "We don't play well, we get embarrassed and become the brunt of many a school jibe or joke." Not that bad I suppose, but when you are 15 this is definitely not something you want to happen. I then asked him to think about this. All of a sudden he and his mates are not in a band but in the "Blue Angels". They take the same attitude they have with their musical rehearsals into the cockpit of one of these fighter jets and then into the sky as they go through their practice routines. What happens", I ask? "What do you mean?" he replies. "Think about the band’s attitude to getting things right in rehearsal and what would happen if you took that attitude to the drills and practice sessions and show days of the Blue Angels" I insist. "Chances are we would probably either crash into each other or into the ground, but it’s completely different" he pleads. Is it? "We are group of school kids playing in a band at a school musical. How does that compare with what the "Blue Angels" do?" Now we get to where it is I wanted him to be. As in some cases there is no comparison between the band and the "Blue Angels" but in other cases there are lots of similarities.

 

This is the same for all teams or groups of people working toward a common outcome. The ultimate success you get will be determined by how significant the outcome you are trying to achieve is in the minds of those that are pursuing it and what are the ramifications of non-completion of this success? If you fail to achieve your desired result and you can walk away knowing that you did everything possible to achieve what you were pursuing then you could be OK, depending on the ramifications in other ways from this lack of achievement. Then, in other cases such as the Blue Angels, failure is not an option as the ramifications of failure is huge. I don't know the "Blue Angels" or anyone associated with them but I would take a gamble and say that their motivation is not fear of failure but more along the lines that they would want their performances to be a true reflection of the time, effort and knowledge that has gone into hours upon hours of practice, and more importantly, a true reflection of what the Blue Angels are about and what it is they stand for. So where are you or your team? Are you part of a group that are keen to accomplish the outcomes that you are pursuing, but not to the point where it means enough to motivate you to do what needs to be done to try and assure that your desired outcomes will be reached? Or are you part of a team like the Blue Angels where although the outcomes maybe different, failure is not an option. You want the results that you pursue to happen, you demand a standard of not only yourself, but also those around you. Your success, although not assured, is quite likely simply because of the time, effort, and standards you have put in place.

 

I suppose in the end it comes down to how much what you are trying to achieve really means to you and your team. Therefore, you and the team are the only ones who can answer that question.


Complimentary Breakfast Seminar

Why Should  A CEO/CFO Care About

Customer Relationship Management?

Tuesday, June 3, 2008, 7:30 am – 10:00 am

Milwaukee, WI

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.

 

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

 

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


SalesLogix User Group Meeting

 

Who Should Attend:

SalesLogix Users and System Administrators

 

If you are not currently 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.

 

When: Tuesday, June 17 2008 from 10 am – 4 pm

Location:  TBD

To register for the User Group: (920) 730-1300 or

email to info@resolvcrm.com

Cost:  No Charge.  Lunch is included.


Resolv Summer Hours

 

Monday, May 26 – Memorial Day – Closed

Friday, July 4 – Independence Day – Closed

Monday, September 1 – Labor Day – Closed


View from our Sales Desk

CRM in Difficult Times

By Mike Lettier

 

Businesses are continuously looking for ways to reduce costs and streamline processes, and that is becoming increasingly more important as businesses compete in these difficult economic times.  Managers are evaluating and rethinking all their processes to find ways to be more productive and efficient.

 

With a successful CRM implementation, businesses can reduce the sales cycle, eliminate the need for multiple data sources, and increase customer retention rates by better understanding their customers, and anticipating their needs.

 

Let Resolv help you through these difficult times and demonstrate how a CRM “strategy” can help you meet the challenges of our quickly changing business landscape.  Call for information on our complementary initial needs assessment to get started toward being more efficient and customer focused.


SalesLogix Tips & Tricks

Have you ever wanted to quickly switch between one open view and another? 

Or.. Have you ever wanted to find out what items were currently open within SalesLogix?

 

In the SalesLogix Client, click “Window” on the top toolbar.

 

You will now see a list of all main screens that have been opened.

 

 

You may also click “Alt-N” to open this menu option.

 


 

KnowledgeSync Tips & Tricks

 

Question:

 

A couple weeks ago you showed how an event can match the sender of an email with a contact record in SalesLogix. Can the same logic be applied to match a record from a Sage financial application (e.g., Sage MAS 90) with a record in SalesLogix? (I want to notify an account manager when a client's credit status changes, but the credit info is in MAS 90 and the account manager's email address is in SalesLogix.)

 

Answer:

 

Yes - the same logic would apply. Your event would have 2 queries - one that looks at the MAS 90 database, and one that looks at the SalesLogix database. And you would use a "common" field of data - such as account number or contact email address - to link the queries together.

 

In your scenario, your first query would look for a change to the value of the customer's credit status, and the second query would match the MAS 90 customer record to the corresponding SalesLogix customer record.

 

The event could then send out alerts that include details from both MAS 90 and SalesLogix (including the ability to notify the SalesLogix account manager). The event could update the contact's history in SalesLogix with the details of the credit status change (including the "old" and "new" credit values), and it could schedule an intelligent follow-up activity in SalesLogix.

 

**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


Quote for the Day

It is not length of life, but depth of life.
~Ralph Waldo Emerson


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