Being in the Right Place at the Right Time

Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA.  In their magazine "PS" they published 6 articles by me over 3 months .  One of those articles was titled "Staying in Touch and the Power of Repetition." Here is a...

Using CRM for Inbound Marketing

First let me describe what I mean by "inbound marketing."  Inbound marketing has the following attributes: Written for the consumer's needs and addresses their intentions in order to attract consumption. Interactive and provides the reader with options to pursue their interests. Is found by consumers during the regular use of...

6 HTML Email Editors To Easily Create HTML Emails

If you want to create or edit clean html emails, be sure to choose the correct web authoring tools.  For example, it is NEVER a good idea to use word processors like MS Word to create/write an email. Emails created using MS Word may look good with your eyes but the...

IntelliClick’s HTML Email Editor Being Sunset in 2018

The current bundled HTML editor provided with IntelliClick will be discontinued by the end of 2018.  In an effort to provide our customers with "best in class" email marketing tools, we have identified alternative HTML editors for your consideration. IntelliClick allows HTML code to be used from ANY editor of your choice....

7 Marketing Musts that Require Effective Use of CRM Software

The following 7 capabilities are NOT optional.  They are "Marketing Musts" and to achieve them every business is better off with a CRM application. Maintain an accurate central list of all your prospects and customers. Track details on those relationships that are used for marketing, sales and analysis. Segment your...

QuoteWerks and ‘QuickBooks Online’ Integration

The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into...

Email & Newsletter Design Considerations

Email marketing consists of much more than just sending an email newsletter. While most business owners focus on their email newsletter, and invest in a custom, branded email template design — they forget about the many other types of email marketing messages they will need to send and then end...

Just the other day with GoldMine …

Day in and day out I use GoldMine Premium CRM in ways that I might take for granted and other GoldMine users are not aware.  But, my job is NOT to take these ways for granted.  Therein lies a major reason why I write this blog - GoldMine Success. By telling...

13 Years and 12 Proposals for the Same Product Sale

Today my firm closed a sale that took us 13 years and 12 proposals to close.  It was the same CRM product the entire time.  The prospect ultimately purchased the same product that I first proposed in 2004, 13 years ago.   Along the way, I demonstrated the same product...

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