We capture contact information on our mobile phones all the time pretty much anywhere, be it at exhibitions, sales calls or social events. We then manually duplicate this information on our Email Address Book (e.g. Outlook, Gmail etc.) and perhaps replicate the same effort to upload to our CRM database (Goldmine, ACT!,…
Every visit to a customer is an opportunity, so arm yourself to make an impression. QuoteValet Mobile allows you to create quotes from your laptops and tablets and comes free with your QuoteValet subscription. Quick recap: QuoteValet is the subscription based add-on to Quotewerks (an award winning quotation management solution) that allows you to host your quotes…
May the Source be with You! Are you familiar with this image in Goldmine? If not, then you are missing out on an important feature of Goldmine – Lead Analysis by Source – I invite you to feel the powerful force of the Source field. What if I told you that the Source field could…