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Use eLearning to Master New Skills - Story From: The QuickBase Blog. Get more connected. Be more productive.
11/18/2011 07:57 AM - Back in the day, learning a new skill was a detailed proposition for which you had to carefully prepare and budget.  Now, thanks to eLearning, it’s as simple as opening a new browser window. The main advantage of eLearning is that you can do it on your own time, which is convenient for those who [...] Related posts:
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  2. Setting permissions for master table based on details records “connected” to signed-in user
  3. Decision Making Skills – Do More With Less

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. How to Launch Your Own Business - Story From: The QuickBase Blog. Get more connected. Be more productive. Know you want to work for yourself but aren’t sure where to start?  This is the first post in a two part series on concrete steps you can take to...
  2. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
  3. Do You Have a Personal Brand? - Story From: The QuickBase Blog. Get more connected. Be more productive. Personal branding sounds like a very 21st century concept, but it was actually born in 1997, when management guru Tom Peters wrote about “the brand called you.” Now, though, the...
  4. Protect Yourself from a Downsizing Profession - Story From: The QuickBase Blog. Get more connected. Be more productive. Many people don’t realize that industry downsizing will affect their jobs until it’s too late.  The answer?  Even if your position seems secure, be vigilant and proactive. Plan Ahead One...
  5. How Not to Waste Money on Training - Story From: The QuickBase Blog. Get more connected. Be more productive. Do you know someone who’s a professional learner? These are people who are constantly seeking “the” answer to whatever problem they are facing or new skill they want to conquer....
  6. Don’t Pull an Anthony Weiner - Story From: The QuickBase Blog. Get more connected. Be more productive. Anthony Weiner, the New York Congressman who was caught sending lewd photos of himself to women online, will probably keep his job.  But he’s certainly not having a very good...
  7. Are You Taking Advantage of Mobile Learning? - Story From: The QuickBase Blog. Get more connected. Be more productive. John Hollon, Vice President of Editorial for TLNT.com, reports on a new research study by Bersin & Associates, which says that “mobile learning finally has gone mainstream, driven by consumers...
  8. Social Media & Your Career: Lead or Follow - Story From: The QuickBase Blog. Get more connected. Be more productive. A lot of more senior leaders or people industries where social media isn’t the norm, don’t bother with it.  Maybe they think it’s just for the entertainment industry…or those marketing...
  9. More Ways to Optimize Training Dollars - Story From: The QuickBase Blog. Get more connected. Be more productive.   I’ve never had the experience of working full time for an organization that did employee training particularly well.  I think I know why. In today’s world, corporate loyalty is...
  10. Align Your Desired & Perceived Professional Images - Story From: The QuickBase Blog. Get more connected. Be more productive. We all have a professional image, though most of us don’t consciously think about it very often. Your professional image is similar, yet distinct, from your personal brand. The way...


3 Helpful Trends from BlogWorld 2011 (#BWELA) - Story From: The Official Infusionsoft Blog
11/07/2011 09:26 PM - I attended BlogWorld last week and it was exciting to hear from businesses that are driving results with social media marketing. Most importantly, I was able to meet with people I’ve known for years and meet many more amazing people that I poetically work alongside with. Hanging out with them was great. I want to [...]

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  2. 9 Helpful Small Business Organizations You Need to Know (Updated) - Story From: Infusionsoft Blog Where there’s a united interest in a cause, there’s a community for it. Small businesses are no stranger to community and there are many organizations available today that help entrepreneurs...
  3. 5 Insider Tips to Get Your Business ‘Social’ - Story From: Infusionsoft Blog I joined Lamar Johnson and Joe C. on a local radio show discussion about social media advice for small business on his show, Social Media Secrets Revealed. During the hour-long...
  4. 5 Question Friday: Kathy Sacks - Story From: Infusionsoft Blog Today’s 5 Question Friday is about our vice president of Communications at Infusionsoft, Kathy Sacks. Kathy recently joined our executive team and has kicked our communications strategy into high-gear since...
  5. 11 Creative Ways to Drive Traffic to Your Website - Story From: The Official Infusionsoft Blog Small business owners are known for being creative and personal with their customers and prospects; however, often they desire more traffic to their website and want to know how to...
  6. The 2011 Ultimate Marketer Finalists - Story From: The Official Infusionsoft Blog After reading 30 amazing stories from avid Infusionsoft users about the creative ways they’re using the software and the results they’ve seen, we are happy to announce the three Ultimate...
  7. InfusionCon 2011: The Biggest and Best Ever! - Story From: The Official Infusionsoft Blog Last week, we held our 6th annual user conference, a.k.a., InfusionCon.  It was amazing! We had 1,171 people in attendance. We were shooting for 1,000, so we felt great about...
  8. Marketing Monday: Know What’s Working in Your Business - Story From: The Official Infusionsoft Blog Marketing Mondays Q&A is supposed to be me answering marketing questions that I get asked. But today I’m going to answer a question I’m almost never asked: “How do you...
  9. Marketing Automation Success Story: Laura Roeder - Story From: The Official Infusionsoft Blog Laura Roeder is a social media marketing expert who teaches small businesses how to become known as number one in their field and claim their brand online. She sells a...
  10. Is Email Marketing Dying? - Story From: The Official Infusionsoft Blog Some marketing thought leaders and pundits out there claim that email marketing is dying. Some have even claimed that it’s already dead. I’d argue the opposite. In fact, I think...


Risks of Financing A Small Business on Credit Cards - Story From: The Official Infusionsoft Blog
11/04/2011 09:59 AM - Financing a new business can require some careful planning and creative thinking, and the choices you make at this stage are likely to have major financial implications down the road. With banks approving fewer loans to small businesses, many entrepreneurs are turning to small business credit cards to help fund their growing businesses. Whipping out [...]

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. Send cards and gift cards with Big Contacts - Story From: BigContacts Product News The newest feature of Big Contacts is the ability to send cards to any of your contacts. Just pick a card and a message and we do the rest for...
  2. Despite New Rules, Credit Card Users Cautioned to Be Wary - Story From: CRM Buyer Credit card issuers must follow new rules of the road as of Monday, but consumers should not view the new protections as a cure-all for their frustrations with plastic. Instead,...
  3. 9 Helpful Small Business Organizations You Need to Know (Updated) - Story From: Infusionsoft Blog Where there’s a united interest in a cause, there’s a community for it. Small businesses are no stranger to community and there are many organizations available today that help entrepreneurs...
  4. Email Marketing 1.0 Hurts Your Business - Story From: Infusionsoft Blog Last week, I wrote about top mistakes small business email marketers make when they utilize email marketing in their business. Today, I want to drive the importance of sending relevant,...
  5. 5 Insider Tips to Get Your Business ‘Social’ - Story From: Infusionsoft Blog I joined Lamar Johnson and Joe C. on a local radio show discussion about social media advice for small business on his show, Social Media Secrets Revealed. During the hour-long...
  6. 9 Small Business Marketing Tips for Black Friday - Story From: The Official Infusionsoft Blog Now is the time you should be constructing a good campaign to capitalize on Black Friday, Small Business Saturday or Cyber Monday. These faux holidays help retailers and merchants unload...
  7. Online Music Company Triples Lifetime Customer Value - Story From: The Official Infusionsoft Blog As part of our ongoing “Meet Infused Customers” interview series, this month we talk to Jermaine Griggs, owner of Hear and Play based in Orange County, California. Jermaine knew he...
  8. Free Guide: 7 Marketing Strategies That Will Transform Your Business - Story From: The Official Infusionsoft Blog Our latest marketing guide is now available! You probably heard of the Perfect Customer Lifecycle before; this beautiful guide explains how these seven strategies make a difference in growing businesses....
  9. Small Business Saturday: Resources for Entrepreneurs - Story From: The Official Infusionsoft Blog Small Business Saturday is November 26, after Black Friday and before Cyber Monday, where people are encouraged to support local entrepreneurs by patronizing their businesses. Whether you’re a business owner or...
  10. Google Plus Pages: The Why & What for Small Business - Story From: The Official Infusionsoft Blog Many business owners are curious if Google Plus is worth the time, “I’m already feeling maxed with Twitter and Facebook I don’t think I have time for another social network”...


Unleash Your Inner Creative Genius - Story From: The QuickBase Blog. Get more connected. Be more productive.
11/01/2011 09:28 AM - Creativity can be difficult for us because for most of our lives we have been trained to not think creatively. Much of our education during our earlier years focus on either remembering a specific set of facts or reproducing a solution we have been taught. For most of us at work, this is also true. [...] Related posts:
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CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. How to Launch Your Own Business - Story From: The QuickBase Blog. Get more connected. Be more productive. Know you want to work for yourself but aren’t sure where to start?  This is the first post in a two part series on concrete steps you can take to...
  2. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
  3. Effective Teams Part 1: What Drives Team Performance? - Story From: The QuickBase Blog. Get more connected. Be more productive. On my first post on the Team Leadership blog, I mentioned that one of the ten things effective teams have in common is norms. A few weeks ago, Wired magazine...
  4. Effective Teams Part 2: Examples of Team Norms - Story From: The QuickBase Blog. Get more connected. Be more productive. Team norms are basically relationship guidelines that develop gradually. Team members develop particular ways of interacting with each other over time until those habits become behavioral expectations. A team can...
  5. How to Avoid Micromanaging - Story From: The QuickBase Blog. Get more connected. Be more productive. Micromanaging is defined as insisting on having a say in an employee’s work at every opportunity, and every manager does it to some extent.  Why?  Primary reasons include the belief...
  6. Be Great at Any Task - Story From: The QuickBase Blog. Get more connected. Be more productive. Tony Schwartz’s blog post on Harvard Business Review, Six Keys to Being Excellent at Anything, just appeared in my Google Reader. The post is based on the advice Tony extols...
  7. How to Orient a New Team Member - Story From: The QuickBase Blog. Get more connected. Be more productive. When I remember new hire orientations of jobs past, I think of watching cheesy, outdated videos, completing a marathon of poorly photocopied forms, and being escorted to an empty cubicle...
  8. Detail-Oriented Leaders: How to See the Big Picture - Story From: The QuickBase Blog. Get more connected. Be more productive. If you are a detail-oriented leader, you are generally likely to be conscientious and excellent at planning ahead, but perhaps you aren’t particularly creative or strategic. But success in a...
  9. How to Create a Team Charter for Success - Story From: The QuickBase Blog. Get more connected. Be more productive. You’ve probably had an opportunity to be part of a team that wasn’t as successful as you’d hoped. It isn’t much fun to watch a team struggle and never find...
  10. Becoming a Better Influencer: 4 Most Effective Influence Tactics (Part I) - Story From: The QuickBase Blog. Get more connected. Be more productive. The ability to influence others is crucial in your career and in management and leadership. When being interviewed for a position, you use influence to demonstrate you are the best...


Expert Voices: Kathy Herrmann on Determining SCRM ROI - Story From: CRM Outsiders
10/24/2011 01:36 PM - By Chris Bucholtz Back when people were pooh-poohing social media and social CRM on the grounds that it was too difficult to determine return on investment (ROI), Kathy Herrmann was one of the few coherent voices in the crowd shouting back, “Yes! Yes, you can!” SCRM ROI has become slightly less mysterious and slightly better [...]

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. The Application of Social CRM Vs. “Social CRM Applications” - Story From: CRM Outsiders I just had an interesting working session with Jan Sysmans, director of product marketing here at Sugar. While we were working on some presentation slides for some sessions we will...
  2. The Return on Initiative – Social CRM - Story From: CRM Outsiders Laurence Buchanan wrote a great piece “Measuring the ROI of Social CRM“, one worth reading. In the article, Laurence brought back to the forefront a topic, also addressed earlier this...
  3. “Social Silos” and the Need to Keep CRM in SCRM - Story From: CRM Outsiders As part of the marketing team at SugarCRM, I am charged with defining and communicating our social CRM strategy. And interestingly, I do so on two levels – what we...
  4. 5 Question Friday: Kathy Sacks - Story From: Infusionsoft Blog Today’s 5 Question Friday is about our vice president of Communications at Infusionsoft, Kathy Sacks. Kathy recently joined our executive team and has kicked our communications strategy into high-gear since...
  5. Using Social Media? Tell Us About It! - Story From: CRM Outsiders Are you searching social networks for leads? Connecting with potential partners on LinkedIn? Are your support agents reaching troubled customers with Twitter? If you are using social media as part...
  6. Leaders, Managers and Social Media - Story From: CRM Outsiders I think one of the exciting things about social media, and what has made it such a hot topic is the way that it seemingly amplifies the voice of the...
  7. The “Cost of Doing Business” vs. the “Cost TO Your Business” - Story From: CRM Outsiders A few months ago I was made wise about how Salesforce.com jacks up its price for European customers. The fact that customers may pay up to 50% more shocked me,...
  8. The Compartmentalization of Social Profiles & Marketing - Story From: CRM Outsiders I just checked out BranchOut, a new social site that is essentially a LinkedIn for facebook. The notion – keep all of your business contacts and information on BranchOut, without...
  9. Webinar June 7: Get Paul Greenberg’s Expert Assessment of Social Media and CRM - Story From: CRM Outsiders One of the many nice things I discovered when I sat down at my desk here at SugarCRM for the first time was that the crew here had already set...
  10. SCRM Basics: Twitter, Why and How - Story From: CRM Outsiders A few years ago, when I worked over in San Francisco, I would occasionally  commute using the “casual car pool” system – in other words, at a designated congregation point,...


Bring Your Passion to Work - Story From: The QuickBase Blog. Get more connected. Be more productive.
10/08/2011 06:00 AM - Those who have been reading this blog a while know that I like to be practical.  And in this economic climate, it may not be feasible to leave your job and pursue your passion full time.  Bringing a side interest to work is one way to find more time to do what you love without [...] Related posts:
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  3. It Takes Work to Make Change Happen

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. What Does the Average Person Say About Your Work? - Story From: The QuickBase Blog. Get more connected. Be more productive. If you read Seth Godin’s blog, you probably saw the post that talked about how easy it is to manipulate the New York Times’ bestseller list.  Said Seth: “It doesn’t...
  2. Shift Work Requires Smooth Transitions Between Teams - Story From: The QuickBase Blog. Get more connected. Be more productive. If your company runs around the clock on a twenty four by seven, three sixty five schedule, it could be at risk for communication issues among the teams who cover...
  3. How to Do Great Work - Story From: The QuickBase Blog. Get more connected. Be more productive. How we define "great work" is as important as doing great work. Alexandra Levit, shares her personal experience and thoughts on different ways to approach your definition of great work...
  4. Remove the Barriers to Real Work - Story From: The QuickBase Blog. Get more connected. Be more productive. On one of my favorite new blogs, TLNT, Brent Peterson provides some great suggestions from his book for how team leaders can remove the typical barriers to getting real work...
  5. The Royal Wedding is over. Can we go back to work now? - Story From: The QuickBase Blog. Get more connected. Be more productive.   Let’s face it.  Not only were a substantial portion of your employees awake before the crack of dawn this morning to tune into all the festivities associated with the...
  6. Could Jobs’ Leadership Style Work Outside Apple? - Story From: The QuickBase Blog. Get more connected. Be more productive. Recently, CNNMoney and Wired ran a story about Steve Jobs and what it is like to work at Apple. Specifically, a key highlight of the article was about the internal...
  7. How Work Effectively Across Cultures - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at Harvard Business Review, Amy Gallo has a fantastic post on how to collaborate with people from different cultures – a skill that is now necessary for all managers. ...
  8. Do You Talk About Yourself Too Much at Work? - Story From: The QuickBase Blog. Get more connected. Be more productive. Some people start out just wanting to share quality information, and so others listen to them in order to learn and reap the benefit of the experience and knowledge. Unfortunately,...
  9. How to Manage Work Outside Your Area of Expertise - Story From: The QuickBase Blog. Get more connected. Be more productive. Help! You know little about computers, and you’re suddenly in charge of overseeing the I.T. department. Or you can barely balance your checkbook and now your firm’s finance team is...
  10. 5 Difficult People and How to Work With Them - Story From: The QuickBase Blog. Get more connected. Be more productive. I believe that people are the most stressful part of any job. That sounds harsh. After all, most people are the best part of any job, providing social interaction and...


Lesson From a Spotty Social Media Strategy - Story From: CRM Outsiders
09/29/2011 05:33 PM - (Editor’s note: chatting around the office can result in outbursts of coherence like this one, from David Bockian, who recapitulates this story and distills it to its essence – and even mentions ferrets in the process – the editor) If you make a business decision that causes your customers to say, “What were you thinking?”— [...]

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  2. Best Practice: 8 steps to creating a social media strategy - Story From: Recent Ideas Find out how to use social media tools for business—and how to tie in Salesforce CRM. ...
  3. Don’t Let Social Derail Traditional Customer Support Goals - Story From: CRM Outsiders This is just a small thought – as I have far too many ideas that are too big for a tweet and not really epic blog material. But looking at...
  4. Using Social Media? Tell Us About It! - Story From: CRM Outsiders Are you searching social networks for leads? Connecting with potential partners on LinkedIn? Are your support agents reaching troubled customers with Twitter? If you are using social media as part...
  5. Navigating the High Seas of Social Media - Story From: CRM Outsiders I would venture to guess that any sales, marketing or really anyone involved in customer-facing departments who have been considering social channels has at one time thrown their hands up...
  6. Leaders, Managers and Social Media - Story From: CRM Outsiders I think one of the exciting things about social media, and what has made it such a hot topic is the way that it seemingly amplifies the voice of the...
  7. Five Questions to Ask Before Starting a Social Media Initiative - Story From: CRM Outsiders Outsider’s note: This blog post originally appeared in the UK-based B2B Marketing magazine blog series. And, since I think these are points worth repeating (and I wanted to get a...
  8. The Compartmentalization of Social Profiles & Marketing - Story From: CRM Outsiders I just checked out BranchOut, a new social site that is essentially a LinkedIn for facebook. The notion – keep all of your business contacts and information on BranchOut, without...
  9. How the mechanics of human memory increase the impact of social media-driven service - Story From: CRM Outsiders I caught the tail end of a Tweet chat today about social customer service return on investment, and it made me think of something I heard in a talk by...
  10. Jumping on the Social Media Bandwagon? Is Your Strategy Good Enough? - Story From: Webfortis Blog Many companies are recognizing the worth of Social Media and what it can do for their businesses. Unfortunately, they opt to hiring specialists to promote their social media departments.  This...


5 Practical Tips to Improve Your Inbox Placement - Story From: The Official Infusionsoft Blog
09/26/2011 10:03 PM - In an email deliverability study published by ReturnPath, it was discovered that only 81 percent of messages actually reach the inbox sent by commercial email senders. This means that approximately 2 out of 10 messages either land in the spam folder or go missing. While this statistic remains an industry average, there are several tips [...]

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  2. Email Marketing 1.0 Hurts Your Business - Story From: Infusionsoft Blog Last week, I wrote about top mistakes small business email marketers make when they utilize email marketing in their business. Today, I want to drive the importance of sending relevant,...
  3. 7 Ways for Email to Land in Spam Folders - Story From: Infusionsoft Blog Email deliverability is a top concern among entrepreneurs who use email marketing in their business. After all, what good is email marketing if messages go to the Spam folder? At...
  4. Why Do Email Messages Go to Spam? - Story From: Infusionsoft Blog Many business owners often wonder why email messages go to spam. In my previous entry, I shared seven sure-fire ways on how to get your email messages to the spam...
  5. The Concept of Narrowband Marketing - Story From: Infusionsoft Blog I’m going to share an interesting and useful concept for you known as narrowband marketing. It very much covers how marketers today need to act in order to maintain relevance...
  6. 9 Small Business Marketing Tips for Black Friday - Story From: The Official Infusionsoft Blog Now is the time you should be constructing a good campaign to capitalize on Black Friday, Small Business Saturday or Cyber Monday. These faux holidays help retailers and merchants unload...
  7. 8 Clever Ways to Increase Your Open Rate - Story From: The Official Infusionsoft Blog A popular question asked by Infusionsoft users is how to increase the open rates of their emails they send to customers and prospects. The answer is not very difficult but...
  8. Kyle’s Near Zero Inbox Recipe - Story From: The QuickBase Blog. Get more connected. Be more productive. Many of us consider email to be the most efficient way to communicate for work. How’s that been working for you lately? The trouble is, the fundamentals of email technology...
  9. 25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and...
  10. Two Ways to Triple Your Open Rates - Story From: The Official Infusionsoft Blog For the past couple of months, I’ve dug around in the data regarding Infusionsoft’s email performance. Infusionsoft sends nearly 60 million emails on behalf of our clients every week with...


How to Get Back in Touch with Old Contacts on Your List - Story From: The Official Infusionsoft Blog
09/24/2011 12:24 AM - Recently, I received a rather untimely message from AutoZone, a nationwide retailer of automotive parts. It got me thinking about how businesses should follow up with their old contacts. I want to break down this example to see what could be improved and deliver advice for next time you follow up with neglected contacts. I [...]

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. 4 Reasons Why Your Emails Aren’t Opened (And how to fix it.) - Story From: Infusionsoft Blog Imagine this: You sent an email to your entire list and you later check to see the performance of it. You discover your open rate was abysmal. Open rates are...
  2. 3 Common Email Marketing Mistakes That Will Cost You - Story From: Infusionsoft Blog Email deliverability is a top concern among small businesses. Quite simply, they want to send messages and know they are received by their prospects and customers. In light of this...
  3. 7 Ways for Email to Land in Spam Folders - Story From: Infusionsoft Blog Email deliverability is a top concern among entrepreneurs who use email marketing in their business. After all, what good is email marketing if messages go to the Spam folder? At...
  4. Trick or Treat: The Art of Good Marketing - Story From: The Official Infusionsoft Blog When prospects go to your door (website), are you giving them Snickers or lame dried fruit that will promptly be discarded when they return home? Clever marketing requires tact to...
  5. HOW-TO: Optimize Your Email Marketing Campaign - Story From: The Official Infusionsoft Blog Optimizing your existing email marketing campaign is a great way to boost conversions, traffic and interest in what you already have to offer. Continually assessing and making small, but worthy,...
  6. 8 Clever Ways to Increase Your Open Rate - Story From: The Official Infusionsoft Blog A popular question asked by Infusionsoft users is how to increase the open rates of their emails they send to customers and prospects. The answer is not very difficult but...
  7. Marketing Monday: Permission Expires in 3, 2, 1… - Story From: The Official Infusionsoft Blog A great question came in last week from Mario. He quoted some email marketing advice we give in our Internet Marketing Guidebook. Question: From an excerpt found in the Internet Marketing Guidebook: Old...
  8. 25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and...
  9. Two Ways to Triple Your Open Rates - Story From: The Official Infusionsoft Blog For the past couple of months, I’ve dug around in the data regarding Infusionsoft’s email performance. Infusionsoft sends nearly 60 million emails on behalf of our clients every week with...
  10. Mission Possible: Marketing Automation Helps Printer Bees Build a Colony of Loyal Customers [Part 2] - Story From: The Official Infusionsoft Blog Recently, I shared how Infusionsoft customer Printer Bees increased the productivity of their lead capture and follow-up activities using Infusionsoft’s sales and marketing software. Now, I will explain how they use...


7 Email Marketing Campaigns to Generate More Leads - Story From: The Official Infusionsoft Blog
09/23/2011 10:07 PM - Many businesses have an email newsletter, but we hear they often want to do more. To help you get started with segmented email marketing campaigns, here are seven email marketing campaigns you can do right now to attract and capture more leads, which will turn into more sales. As a marketer, it’s your job to [...]

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  1. 8 Metrics You Must Know about Marketing, Leads and Sales - Story From: Sell, Sell, Sell! You can't manage what you don't measure. Its not as hard as you think to measure what matters most. Whether you're using a fancy CRM solution with Marketing Analytics or...
  2. 3 Common Email Marketing Mistakes That Will Cost You - Story From: Infusionsoft Blog Email deliverability is a top concern among small businesses. Quite simply, they want to send messages and know they are received by their prospects and customers. In light of this...
  3. Email Marketing 1.0 Hurts Your Business - Story From: Infusionsoft Blog Last week, I wrote about top mistakes small business email marketers make when they utilize email marketing in their business. Today, I want to drive the importance of sending relevant,...
  4. 19 Ways to Connect Social Media & Email Marketing Together - Story From: Infusionsoft Blog Social media and email marketing are here to stay. Many entrepreneurs that I speak with often want to know about how to integrate social media into their email marketing. Social...
  5. Why Should a Sales CRM Include Email Marketing? - Story From: Sell, Sell, Sell! Learn the views of a Marketing Professional on giving back control of email marketing to Sales Teams....
  6. Answers to Email Marketing Challenges - Story From: The Official Infusionsoft Blog Man, I really love MarketingSherpa. They publish great reports designed for marketers and small business owners. Today, they shared an article and chart that points out the challenges marketers face...
  7. Generate & Nurture Leads Easier - Story From: The Official Infusionsoft Blog In my last post, I wrote about some of the new methods we’re using at Infusionsoft to create solutions, and I described the “Autoresponder Graduate,” one of our most important...
  8. Making New Lead Campaigns Easy: Infusionsoft Web Lead Campaign Template - Story From: The Official Infusionsoft Blog In our March software release, one of the new features we introduced is our answer to (what was formerly) the complexity that comes with building an end-to-end marketing campaign: the...
  9. 25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and...
  10. Is Email Marketing Dying? - Story From: The Official Infusionsoft Blog Some marketing thought leaders and pundits out there claim that email marketing is dying. Some have even claimed that it’s already dead. I’d argue the opposite. In fact, I think...


The Cloud is a Good Omen for Businesses - Story From: Commence CRM Blog
09/20/2011 01:10 PM - The folks at Commence CRM send a warm welcome to guest blogger James Kim of ChooseWhat.com as he discusses the pros and cons of cloud computing. By James Kim We are witnessing an increasing number of companies developing and implementing programs that work within “the cloud.” Because of this, services like word processors, data storage, online fax and CRM [...]

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  1. Commence Corporation to Offer Cloud Computing Option - Story From: Commence CRM Blog Commence Corporation, a leading provider of customer relationship management (CRM) software solutions designed specifically for small- to mid-size businesses, today announced details of the new cloud computing edition of its...
  2. Commence Customers Welcome New Hosting Service - Story From: Commence CRM Blog -FREE Software Upgrade Offered to Existing Customers- TINTON FALLS, N.J., (October 15, 2009) – Commence Corporation, a leading provider of customer relationship management (CRM) software solutions, today announced that it...
  3. Redefining Customer Relationship In CRM - Story From: Commence CRM Blog As small to mid-sized businesses (SMBs) struggle to survive in this economic climate, they are placing a major emphasis on increasing sales. Whether through finding new customers or attempting to...
  4. Hosted CRM Makes Good Sense - Story From: Commence CRM Blog The migration to cloud based computing offers several benefits and customers who have switched to an online CRM service are realizing a higher degree of value than they did with...
  5. Contact Management Users Express Interest in Commence Online CRM - Story From: Commence CRM Blog Commence Corporation, one of the leading providers of Customer Relationship Management (CRM) software, is experiencing a higher than usual interest in their online CRM software from users of traditional desktop...
  6. From Hosted CRM to Cloud Based CRM - Story From: Commence CRM Blog “Customers who thought they had a handle around the different deployment models of CRM software have been thrown another curve ball” says Larry Caretsky, president of Commence Corporation.  “Today everyone’s...
  7. CRM Software Underutilized in Smaller Businesses - Story From: Commence CRM Blog CRM Failure Rate Remains High In order to gain a competitive edge or simply compete against larger corporations, mid-size and smaller enterprises need to take advantage of the same technology...
  8. Commence CRM and Sugar CRM - Story From: Commence CRM Blog A Brief Comparison of Two Middle Market CRM Providers Mid-size businesses and small enterprises looking for a CRM solution typically focus their energy on a few specific CRM software providers. ...
  9. Cloud CRM Vendors – Not For Beginners - Story From: Commence CRM Blog The hype about cloud computing is all around us from television commercials, to businesses to college campuses and for good reason. Cloud computing has shown to provide exceptional value...
  10. Best CRM Software for Small to Mid-Size Businesses - Story From: Commence CRM Blog Small to mid-size businesses are turning to CRM software to help them capture and distribute leads, manage the sales process, and take advantage of cost effective bulk e-mail marketing to...


Guest Post: How Dreamforce Inspired My Career Change - Story From: Recent Ideas
08/08/2011 10:22 AM - I attended my first Dreamforce 5 years ago while I was still the Director of Resource Development for a nonprofit organization dedicated to at-risk youth. I almost didn’t go; actually, I convinced my board that it was the right decision only a couple...

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  1. Getting ready for Dreamforce - Story From: Recent Ideas Dreamforce is just 8 weeks away! That means it’s time to wrap your head around all the fantastic things we’ve got in store to razzle-dazzle you this year… Let’s start...
  2. Reserve your seat at Dreamforce! - Story From: Recent Ideas Dreamforce is still 7 weeks away, but there’s already plenty of action going on in the Dreamforce App… And it’s going to get even rowdier on October 20. That’s because...
  3. Green Up Your Dreamforce Experience - Story From: Recent Ideas A greener Dreamforce means more than reducing waste, recycling and composting. Sure, we’re doing all that and more to reduce our environmental impact at the event (read all about it...
  4. Guest Post: Top 10 Tips for Dreamforce - Story From: Popular Ideas I’ve been attending Dreamforce in San Francisco for the past five years, and each year I’ve watched it grow and morph. It’s now jammed with more exhibitors, more tracks...
  5. Dreamforce 2010 and Predictions for 2011 - Story From: Recent Ideas At Dreamforce, there are lots of smart and talented press, bloggers and analysts attending the conference. Typically they come to talk with salesforce.com execs, customers and partners to learn more...
  6. Success at Dreamforce: the Girly Geeks - Story From: Recent Ideas (We’re posting Dreamforce success stories in the weeks leading up to #df11. This is our first.) Who knew there were so many Salesforce Girly Geeks? You know the scenario. Dozens...
  7. Guest Blog: Why I Keep Going Back to Dreamforce - Story From: Recent Ideas My name is Leyna Hoffer, and I’m a Dreamforce-aholic. I’ll be attending my 8th Dreamforce this August, and I wouldn’t miss it for the world! I can’t live without it....
  8. Guest Post: How Do You Maximize Dreamforce When You’re Going Solo? - Story From: Recent Ideas “Congratulations, you’re going to Dreamforce! But we can only afford to send one person." These were the words I heard when I first asked to go Dreamforce a few years...
  9. Guest Post: Why I’m Paying My Own Way to Dreamforce This Year - Story From: Recent Ideas I’m attending Dreamforce on my own dime this year. Why? I've left the land of the permanently employed to become a contractor; I have a stable 9-to-5 gig, but I'm paid...
  10. Guest Post: Dreamforce – It’s All About the People - Story From: Recent Ideas I’ve been fortunate throughout my career to attend Dreamforce a number of times. I think this year is number 9 for me. When I first started attending, I packed my...


Return on Investment (ROI) for Sales People - Story From: Sell, Sell, Sell!
07/30/2011 06:06 PM - To be successful, sales people must measure their own return on investment as well as identify ROI for their customers. Related posts:
  1. Should your sales people spend time on LinkedIn ?
  2. Are Sales People Email Marketers?
  3. 3 Ways to Measure Advertising and Marketing Return Easily

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  1. 2 Reasons What Your Sales People Tell You About Your Leads and Your Marketing is WRONG - Story From: Sell, Sell, Sell! When you need to know how your advertising and marketing are working, you ask your sales team. Learn why what they tell is wrong more often than not....
  2. 3 Ways to Measure Advertising and Marketing Return Easily - Story From: Sell, Sell, Sell! Measure what advertising is generating profits and what's not. 3 easy ways to do it and increase sales and profits quickly....
  3. What is a Sales Process and Why Do I Need One? - Story From: Sell, Sell, Sell! Sales Process you'll hear often from sales gurus but, small businesses struggle to see order in the sometimes chaotic rush to sell more. We've released a simple guide to identify...
  4. Sales Influence Demands Sales Force Automation - Story From: Sell, Sell, Sell! Can an online CRM and email marketing solution help you build trust with a customer?...
  5. Should your sales people spend time on LinkedIn ? - Story From: Sell, Sell, Sell! Spending time on social sites like LinkedIn can sound like an excuse for not selling. Sometimes it is, sometimes it's not. Know the difference. Related posts:2 Reasons What Your Sales...
  6. Search Marketing and Lead Management vs. Sales Prospecting - Story From: Sell, Sell, Sell! The reasons to consider an online marketing campaign and use lead management systems to manage and respond to those leads are compelling. Most important is the increase in sales! Related...
  7. 4 Steps to Closing More Sales with Online CRM and Email Marketing - Story From: Sell, Sell, Sell! Complimenting outbound sales prospecting calls with automated emails directly impacts sales. How to let online CRM make it easy for you! Related posts:ACT CRM Users Combine Calling and Email to...
  8. Bad News, Unemployment, Excuses – Sales Process will Lift You From Any Slump - Story From: Sell, Sell, Sell! Bad news, customers with projects on hold, sales process can lead the way to success in any climate. Related posts:What is a Sales Process and Why Do I Need One?...
  9. Are Sales People Email Marketers? - Story From: Sell, Sell, Sell! Does your sales team have a role in your email marketing plans? Even if you don't have an email marketing strategy, your sales people do. Related posts:Should your sales people...
  10. 5 Ways to Sell More by Getting Organized - Story From: Sell, Sell, Sell! 5 Simple and Affordable things any sales person can do today to increase sales results quickly. Related posts:3 Ways to Profit from Customer Relation Management Software on Day 1 How...


Sales Practices: Question and Answer - Story From: Commence CRM Blog
06/28/2011 04:02 PM - This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. I struggle with knowing how much information I should leave when I’m making a cold call, or just beginning to warm someone up to one of my products. Are there any [...]

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  1. Sales Leader’s Question and Answer - Story From: Commence CRM Blog Please join me in welcoming guest blogger Dave Kahle. Dave is the author of the newly released book "How to Sell Anything to Anyone Anytime.”...
  2. Sales Best Practice #45: Listens constructively - Story From: Commence CRM Blog This article focuses on Best Practices for sales people from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle A study of...
  3. Best Practice #46: Plans for four aspects of every sales call - Story From: Commence CRM Blog This is a Sales Best Practices article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle “You should have an objective for...
  4. Personal Development: Question and Answer - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. I’m one of those salespeople...
  5. Sales Practices: Question and Answer #2 - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator.  Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. How do you know how...
  6. Sales Best Practices: Creating Long Term Goals - Story From: Commence CRM Blog This is a Sales Best Practices article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle One of the habits...
  7. Sales Best Practice #51: Is consistently able to get customers to voice their concerns. - Story From: Commence CRM Blog The world is full of sales people who are hesitant to hear the customer’s concerns, afraid they will take the form of the more commonly used term - objections. The...
  8. Sales Practices: Question and Answer #3 - Story From: Commence CRM Blog This is a Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. How do you...
  9. Sales Best Practice #21 – Uses an effective system for making appointments - Story From: Commence CRM Blog The best sales people have thought deeply about the best way to acquire appointments, and have put together a system made up of processes, practices and tools....
  10. Sales Practices: Question and Answer #4 - Story From: Commence CRM Blog This is a Sales Question and Answer article from guest poster Dave Kahle, author and leading sales educator. Follow Dave’s latest Tweets at @davekahle. By Dave Kahle Q. You have...


How to Turn Mistakes Into Opportunities - Story From: The QuickBase Blog. Get more connected. Be more productive.
06/23/2011 08:02 AM - No matter how much education we have, no matter how many training courses we take, no matter how much motivation we have to succeed, and no matter if we have all the right tools for the job, it is a frustrating fact of life that we all make mistakes. What is the best way to [...] Related posts:
  1. Take Ownership of Mistakes
  2. 4 Leadership Mistakes That Are Easy to Make
  3. Need More Time? Turn Off Email

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  1. Managing Opportunities with the Process Builder - Story From: The Suite Advantage Your EBSuite account offers many ways to track the dynamic activity around your business.  See how the User would use a defined Process to manage an opportunity (6 mins click...
  2. Importance of Knowledge Management Strategy - Story From: The QuickBase Blog. Get more connected. Be more productive. Over the past several years, there has been a rise in virtual working teams and a rise in fluid teams. A fluid team is one composed of individuals who work...
  3. Succeed in 2011 – Turn off your mind and turn on your Online CRM - Story From: Sell, Sell, Sell! Getting up to full speed each day and taking care of business is the secret to success, your business crm can be a key to getting there. Related posts:Does Customer...
  4. Need More Time? Turn Off Email - Story From: The QuickBase Blog. Get more connected. Be more productive. Email has been around as a communication tool for a long time. It’s intention was to help us work better together and make our lives easier. For many people, that’s...
  5. Big Picture Thinkers: How to Pay Attention to Detail - Story From: The QuickBase Blog. Get more connected. Be more productive. If you are a big picture thinker, you are likely excellent at most things strategic and creative, but perhaps you also have a low tolerance for routine tasks and are...
  6. Giving Ownership to Employees – Literally - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at the Intuit Small Business blog, Gil Zeimer has some terrific how-to advice for motivating employees through ownership in the business.  According to Gil, such ownership helps to attract...
  7. How to Get Thick Skin & Deal with Criticism - Story From: The QuickBase Blog. Get more connected. Be more productive. We will all face developmental feedback many times over our career. Often, it can be a great tool to use for learning and self-improvement. Some people even call it a...
  8. 5 Worst Email Faux Pas & How to Fix Them - Story From: The QuickBase Blog. Get more connected. Be more productive. In today’s highly virtual workplace, most of us use email on a daily basis. Most of the time, it is a quick, convenient, and efficient way to communicate with others....
  9. The Three Biggest Mistakes in Sales Presentations - Story From: Commence CRM Blog This is a Sales Best Practices article from guest poster Dave Kahle, author and leading sales educator.  Follow Dave’s latest Tweets at @davekahle. By Dave Kahle The sales presentation is the ultimate...
  10. Unleash Your Inner Creative Genius - Story From: The QuickBase Blog. Get more connected. Be more productive. Creativity can be difficult for us because for most of our lives we have been trained to not think creatively. Much of our education during our earlier years focus on...


How to Grow Your Own Talent - Story From: The QuickBase Blog. Get more connected. Be more productive.
06/14/2011 07:42 AM - Is your company failing at recognizing and growing internal talent? Unless you are leading in a spunky tech start up company, it’s likely that your team is older and staffed with people who are at the top of their careers. That means a few years down the road, your company could face extinction. If you [...] Related posts:
  1. QuickBase Is Looking for New Talent. Tell Us What Makes You Tick!
  2. To Retain Talent, Keep Tabs on Employee Engagement
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  1. Effective Teams Part 2: Examples of Team Norms - Story From: The QuickBase Blog. Get more connected. Be more productive. Team norms are basically relationship guidelines that develop gradually. Team members develop particular ways of interacting with each other over time until those habits become behavioral expectations. A team can...
  2. Effective Teams Part 3: How to Influence Team Norms - Story From: The QuickBase Blog. Get more connected. Be more productive. In a recent post, I described how group norms can have a strong effect on team performance. With this blog post, I want to ask and address, how do these...
  3. To Retain Talent, Keep Tabs on Employee Engagement - Story From: The QuickBase Blog. Get more connected. Be more productive. The economy is beginning to show signs of recovery which means good things for you and your company. So you should be able to take a collective sigh of relief...
  4. Giving Ownership to Employees – Literally - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at the Intuit Small Business blog, Gil Zeimer has some terrific how-to advice for motivating employees through ownership in the business.  According to Gil, such ownership helps to attract...
  5. The Value of Peer Adviser Groups - Story From: The QuickBase Blog. Get more connected. Be more productive. Most would say that mentors are essential, but unfortunately, a lot of mentor relationships fall apart after a few months because there is no formal structure to support them. Introducing...
  6. How to Successfully Onboard a New Hire - Story From: The QuickBase Blog. Get more connected. Be more productive. Many large organizations have processes for preparing new hire development plans that are tied to a performance management system, but if your operation is new or on the smaller side,...
  7. More Ways to Optimize Training Dollars - Story From: The QuickBase Blog. Get more connected. Be more productive.   I’ve never had the experience of working full time for an organization that did employee training particularly well.  I think I know why. In today’s world, corporate loyalty is...
  8. One Habit All Great Communicators Share - Story From: The QuickBase Blog. Get more connected. Be more productive. Have you ever found yourself completing another person’s sentence? Do you start to answer a question before it has been asked? How effective is this type of communication? Not very....
  9. Becoming a Better Influencer: 4 Most Effective Influence Tactics (Part I) - Story From: The QuickBase Blog. Get more connected. Be more productive. The ability to influence others is crucial in your career and in management and leadership. When being interviewed for a position, you use influence to demonstrate you are the best...
  10. Becoming a Better Influencer (Part II): The Least Effective Influence Tactics - Story From: The QuickBase Blog. Get more connected. Be more productive. Some influence tactics work better than others in general and some work better than others depending on the situation. In a previous article, I covered the most effective influence tactics....


Are You Taking Advantage of Mobile Learning? - Story From: The QuickBase Blog. Get more connected. Be more productive.
06/13/2011 07:46 AM - John Hollon, Vice President of Editorial for TLNT.com, reports on a new research study by Bersin & Associates, which says that “mobile learning finally has gone mainstream, driven by consumers in both the developed and developing worlds, and by mobile-technology oriented industries including high-tech, business services, and health care.” Rising Global Use of Mobile Devices [...] Related posts:
  1. Leading Means Taking Advantage of Teachable Moments
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  1. How Does Mobile Fit into Your Current CRM Strategy? - Story From: CRM Outsiders The impetus of this post is due to the fact that our partner and creator of the SugarCon mobile application, CrowdCompass, sent over some cool usage metrics around the event....
  2. How to Lead in 2025 - Story From: The QuickBase Blog. Get more connected. Be more productive. The business world will change dramatically in the next 10-25 years.  For one thing, due to a declining worldwide birthrate, the U.S., China, India, Europe, and parts of South America...
  3. Taking CRM Global, Mobile and Social - Story From: CRM Outsiders I try to walk a pretty clear line here on the blog, even though it does blue from time to time. What I mean, is that while I am...
  4. Cyber Monday: Only the Beginning of Holiday Shopping on Company Time - Story From: The QuickBase Blog. Get more connected. Be more productive. Today’s the first day back at work after a long holiday weekend.  It also happens to be Cyber Monday, the online equivalent of the day-after-Thanksgiving retail shopping phenomenon Black Friday....
  5. Of Mobile Applets and Androids: Creating a Native Android Application for QuickBase - Story From: The QuickBase Blog. Get more connected. Be more productive. The following is a personal project I’ve been working on with the intent to stimulate ideas among the QuickBase developer and user community, and to share some resources that I...
  6. Leading Means Taking Advantage of Teachable Moments - Story From: The QuickBase Blog. Get more connected. Be more productive. Are you frazzled, worn out and tired of doing everything because your team members can’t manage to get even the smallest task right? It’s time to take a look in...
  7. A Developer Gazes Into the Future of QuickBase Mobile Apps - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s easy to see many tasks that once required a PC are now commonly performed on smartphones. We listen to music, track our schedule, send emails, watch video, and (by...
  8. How to Identify Your Company HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. New technologies that can help companies be more effective, productive, and efficient are being created every day. This is faster than most companies can evaluate and implement them. But while...
  9. Disconnected from Your Millennial Employees? - Story From: The QuickBase Blog. Get more connected. Be more productive. Earlier this year, I joined the Career Advisory Board, a panel of academic, corporate, and career experts sponsored by DeVry University.  Our goal as a group is to provide insight,...
  10. Making Your Mark: Taking Over for a Superstar Manager - Story From: The QuickBase Blog. Get more connected. Be more productive. When Tiffany Dufu sits at her desk at the White House Project, she often glances at a proverb she has posted there that says: “If things are getting easier, maybe...


HEROes and Innovation: Is Your Company Ready? - Story From: The QuickBase Blog. Get more connected. Be more productive.
05/16/2011 07:27 AM - Previously, I wrote a blog post on how to identify your company’s HEROes and how to manage your company’s HEROes. As a quick recap, HEROes are Highly Empowered and Resourceful Operatives; employees who feel empowered to solve customer problems by acting resourcefully, including using any type of technology necessary, whether it is currently sanctioned by [...] Related posts:
  1. How to Identify Your Company HEROes
  2. How to Manage Your HEROes
  3. Healthcare Organizations Lead the Innovation Charge

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  1. 3 Models For Applying Customer Feedback to Innovation Here are several excerpts from an informative post by Hutch Carpenter, VP of Product at Spigit, 3 Models For Applying Customer Feedback to Innovation; for much more, check out...
  2. How to Lead in 2025 - Story From: The QuickBase Blog. Get more connected. Be more productive. The business world will change dramatically in the next 10-25 years.  For one thing, due to a declining worldwide birthrate, the U.S., China, India, Europe, and parts of South America...
  3. Cyber Monday: Only the Beginning of Holiday Shopping on Company Time - Story From: The QuickBase Blog. Get more connected. Be more productive. Today’s the first day back at work after a long holiday weekend.  It also happens to be Cyber Monday, the online equivalent of the day-after-Thanksgiving retail shopping phenomenon Black Friday....
  4. Scott Cook on Leadership in the Agile Age - Story From: The QuickBase Blog. Get more connected. Be more productive. Intuit Founder Scott Cook recently visited the QuickBase offices in Waltham, MA and spoke to the team about leadership and innovation. I have to admit that I was a little...
  5. QuickBase at Intuit’s Innovation Gallery Walk - Story From: The QuickBase Blog. Get more connected. Be more productive. We had a great opportunity to join other Intuit products last week in Boston and New York for Intuit’s Innovation Gallery Walks showcase Intuit’s most innovative products and concepts for...
  6. How to Identify Your Company HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. New technologies that can help companies be more effective, productive, and efficient are being created every day. This is faster than most companies can evaluate and implement them. But while...
  7. How to Manage Your HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. In my last blog post, I defined the term HEROes (highly empowered resourceful operatives) and I wrote about how you can identify who your current HEROes are as well as...
  8. Nominate a QuickBase Hero to Win an iPad2! - Story From: The QuickBase Blog. Get more connected. Be more productive. We hear a lot of stories about customers tackling business challenges of epic proportions using QuickBase. Its high time we celebrate their accomplishments! That’s why we’re launching the QuickBase Hero Search...
  9. Giving Ownership to Employees – Literally - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at the Intuit Small Business blog, Gil Zeimer has some terrific how-to advice for motivating employees through ownership in the business.  According to Gil, such ownership helps to attract...
  10. You’re All Heroes! But We Had to Choose a Winner… - Story From: The QuickBase Blog. Get more connected. Be more productive. Last month we asked our customers to nominate the QuickBase Heroes at their organizations. What are QuickBase Heroes?, you may ask. They are the folks who swoop in and create...


Prepare for Post-Recession Job Churn - Story From: The QuickBase Blog. Get more connected. Be more productive.
05/09/2011 08:23 AM - Yes, I know. You thought you were supposed to worry when the economy was in the tank. Well, I’m here to tell you if you’ve been a lackluster leader you may have worse worries ahead of you. Here’s why. Over the past few years, job hopping has pretty much come to a stand still because of [...] Related posts:
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  1. How to Lead in 2025 - Story From: The QuickBase Blog. Get more connected. Be more productive. The business world will change dramatically in the next 10-25 years.  For one thing, due to a declining worldwide birthrate, the U.S., China, India, Europe, and parts of South America...
  2. 5 Leadership Predictions for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. 2010 is quickly coming to a close, and fortunately, so is the recession that left most leaders fearing for the future of their organizations.  As you think about strategies for...
  3. Leading Means Taking Advantage of Teachable Moments - Story From: The QuickBase Blog. Get more connected. Be more productive. Are you frazzled, worn out and tired of doing everything because your team members can’t manage to get even the smallest task right? It’s time to take a look in...
  4. To Retain Talent, Keep Tabs on Employee Engagement - Story From: The QuickBase Blog. Get more connected. Be more productive. The economy is beginning to show signs of recovery which means good things for you and your company. So you should be able to take a collective sigh of relief...
  5. How to Orient a New Team Member - Story From: The QuickBase Blog. Get more connected. Be more productive. When I remember new hire orientations of jobs past, I think of watching cheesy, outdated videos, completing a marathon of poorly photocopied forms, and being escorted to an empty cubicle...
  6. Giving Ownership to Employees – Literally - Story From: The QuickBase Blog. Get more connected. Be more productive. Over at the Intuit Small Business blog, Gil Zeimer has some terrific how-to advice for motivating employees through ownership in the business.  According to Gil, such ownership helps to attract...
  7. Are You Getting Stale As a Leader? - Story From: The QuickBase Blog. Get more connected. Be more productive. Often in team-based organizations, the question about how long a team leader should remain in that position surfaces. There are different schools of thought on this, anywhere from a defined...
  8. How & When to Tell Your Boss You’re Pregnant - Story From: The QuickBase Blog. Get more connected. Be more productive. I recently had my second child, and so lately I’ve been a bit more active on birth boards, or online discussion forums related to pregnancy, childbirth, and child rearing.  One...
  9. Think You May Get Fired? - Story From: The QuickBase Blog. Get more connected. Be more productive. While writing my new book Blind Spots: The 10 Business Myths You Can’t Afford to Believe on Your New Path to Success, I met a guy named Sebastian.  Sebastian told...
  10. 3 Ways to Manage Employee Bonuses This Year - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s the question on all of your team members’ minds.  Now that the holidays are upon us, will bonuses be handed out despite the still-poor economy? Over at the Intuit...


The Rewards of Assuming Positive Intent - Story From: The QuickBase Blog. Get more connected. Be more productive.
05/03/2011 09:32 AM - We live in a time when public discourse has become hostile, conspiracy theories abound, and the uncertainty of the economy has people covering their backs in an effort to protect their jobs.  We’ve been raised to be careful who we trust, and we’ve learned that not everyone who smiles at us is our friend.  We’ve [...] Related posts:
  1. When Things Look Grim, Keep Your Team Positive
  2. Use Feedback to Enable Continuous Improvement in Your Team
  3. How to Respond to a Rude E-mail

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  1. How to Be a Good Conversationalist - Story From: The QuickBase Blog. Get more connected. Be more productive. Conversation is one unique trait of being a human, and it is an important skill to have. It is the way we get to know others and go on to...
  2. Miscommunication Can Derail Even The Best Planned Project - Story From: The QuickBase Blog. Get more connected. Be more productive. Managing projects, both large and small, can be a challenge. Coordinating tasks, managing scope, monitoring resources, scheduling deliverables, and keeping everyone in the loop all require lots of juggling to...
  3. Is Your Open Door Policy Broken? - Story From: The QuickBase Blog. Get more connected. Be more productive. Have you wondered lately why no one has popped into your office? After all, you told everyone you had an open door policy. Don’t they get what that means? Well,...
  4. When Things Look Grim, Keep Your Team Positive - Story From: The QuickBase Blog. Get more connected. Be more productive. Although there have been positive signs of recovery in our economy, there’s still lots of opportunities to find bad news. Pick up any newspaper, tune in to any 24 hour...
  5. Things to Consider When Giving Feedback - Story From: The QuickBase Blog. Get more connected. Be more productive. Giving feedback is one of several paradoxes in management. It is undeniably true, yet seemingly contradictory, to realize that we must provide both criticism and praise in order for people...
  6. 5 Signs Your Project is Doomed - Story From: The QuickBase Blog. Get more connected. Be more productive. Not all projects are created equal.  There will be some that will make your career, and others you’d rather just bury deep in the bowels of your organization’s data servers,...
  7. How to Turn Mistakes Into Opportunities - Story From: The QuickBase Blog. Get more connected. Be more productive. No matter how much education we have, no matter how many training courses we take, no matter how much motivation we have to succeed, and no matter if we have...
  8. Your Top Questions on Managing Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive. One of the biggest determinants of your quality of life at work is the relationship you have with your boss. And yet too often when faced with a frustrating boss,...
  9. What to Do When You Can’t Give a Positive Reference - Story From: The QuickBase Blog. Get more connected. Be more productive. A reader recently asked me: My former assistant a few years back couldn’t keep up with the workload and I was close to letting her go when she ended up...
  10. How to Manage Work Outside Your Area of Expertise - Story From: The QuickBase Blog. Get more connected. Be more productive. Help! You know little about computers, and you’re suddenly in charge of overseeing the I.T. department. Or you can barely balance your checkbook and now your firm’s finance team is...


How to Leave Your Job Gracefully - Story From: The QuickBase Blog. Get more connected. Be more productive.
04/21/2011 07:48 AM - Along with Penelope Trunk, I was recently interviewed by Rachel Mendleson at Canadian Business Magazine about how to leave your job without burning bridges.  Unlike Penelope, though, I don’t think this is a dumb topic because every day, I hear about people self-imploding during their last days with an organization. Let’s say you have another [...] Related posts:
  1. How to Respond to a Rude E-mail
  2. Be Respectful of Others’ Time
  3. Make the Best of Your Office Holiday Parties

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  1. How Screencasts Can Make You More Effective - Story From: The QuickBase Blog. Get more connected. Be more productive. The most useful tool I have stumbled across over the past year has probably been CaptureFox. This is an add-on for the browser Mozilla Firefox that lets you record a...
  2. What to Do Before Day One: You Were Just Hired to Lead a Team..Now What? - Story From: The QuickBase Blog. Get more connected. Be more productive. Now that the dust has settled after the midterm elections, the US has found itself facing a plethora of new leaders who will soon be making important decisions for our...
  3. Make the Best of Your Office Holiday Parties - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s the question that’s on every employee’s mind this week: do I have to attend my company’s holiday party?  The answer is yes.  For the sake of your career, you...
  4. Be Respectful of Others’ Time - Story From: The QuickBase Blog. Get more connected. Be more productive. Earlier this year, I attended an internationally recognized Internet business conference.  I was writing the Reinvent column for the Wall Street Journal at the time, so one of my goals...
  5. How to Improve Your Attitude Today - Story From: The QuickBase Blog. Get more connected. Be more productive. It irritates me how often leaders tell reports that they have a bad attitude.  This is an easy enough statement to make, but what are employees supposed to do about...
  6. How to Respond to a Rude E-mail - Story From: The QuickBase Blog. Get more connected. Be more productive.   A few weeks ago, I got a jaw droppingly rude e-mail from someone with whom I have been collaborating.  It took me completely by surprise, but when I showed...
  7. Prepare for Post-Recession Job Churn - Story From: The QuickBase Blog. Get more connected. Be more productive. Yes, I know. You thought you were supposed to worry when the economy was in the tank. Well, I’m here to tell you if you’ve been a lackluster leader you...
  8. Will Microsoft + Skype = Cultural Disaster? - Story From: The QuickBase Blog. Get more connected. Be more productive. Almost every week we hear about some giant company merging with or acquiring an up and coming start up. While this is exciting news — especially for the owners of...
  9. Leave Management made easy with Deskera eLeave Manager - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more! Leave Management is easy when you have Deskera eLeave and Attendance Manager. The entire process of applying a leave for an employee takes less than 3 clicks, with inbuilt checks...
  10. Obama’s Jobs Speech: Persuading the Reluctant - Story From: The QuickBase Blog. Get more connected. Be more productive. Last night, President Barack Obama asked Congress to approve a nearly half-trillion-dollar plan called the American Jobs Act, which seeks to bolster the economy by cutting payroll taxes for employers...


How to Manage Your HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive.
04/19/2011 07:37 AM - In my last blog post, I defined the term HEROes (highly empowered resourceful operatives) and I wrote about how you can identify who your current HEROes are as well as create an environment which encourages new ones to action. As a quick recap, HEROes are your employees who go above and beyond the standard protocols [...] Related posts:
  1. How to Identify Your Company HEROes
  2. Closely Manage Tough Team Members or Risk Project Failure
  3. How to Orient a New Team Member

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  1. New Way to Manage Your Email Preferences - Story From: The QuickBase Blog. Get more connected. Be more productive. Good news! We’ve just launched a new page where you can Manage Your Subscriptions to emails that you receive from QuickBase. This new page allows you to select which specific...
  2. How to Orient a New Team Member - Story From: The QuickBase Blog. Get more connected. Be more productive. When I remember new hire orientations of jobs past, I think of watching cheesy, outdated videos, completing a marathon of poorly photocopied forms, and being escorted to an empty cubicle...
  3. How to Identify Your Company HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. New technologies that can help companies be more effective, productive, and efficient are being created every day. This is faster than most companies can evaluate and implement them. But while...
  4. Nominate a QuickBase Hero to Win an iPad2! - Story From: The QuickBase Blog. Get more connected. Be more productive. We hear a lot of stories about customers tackling business challenges of epic proportions using QuickBase. Its high time we celebrate their accomplishments! That’s why we’re launching the QuickBase Hero Search...
  5. HEROes and Innovation: Is Your Company Ready? - Story From: The QuickBase Blog. Get more connected. Be more productive. Previously, I wrote a blog post on how to identify your company’s HEROes and how to manage your company’s HEROes. As a quick recap, HEROes are Highly Empowered and Resourceful...
  6. You’re All Heroes! But We Had to Choose a Winner… - Story From: The QuickBase Blog. Get more connected. Be more productive. Last month we asked our customers to nominate the QuickBase Heroes at their organizations. What are QuickBase Heroes?, you may ask. They are the folks who swoop in and create...
  7. Unleash Your Inner Creative Genius - Story From: The QuickBase Blog. Get more connected. Be more productive. Creativity can be difficult for us because for most of our lives we have been trained to not think creatively. Much of our education during our earlier years focus on...
  8. How to Manage Remote Employees - Story From: The QuickBase Blog. Get more connected. Be more productive. If you’re managing staff members who telecommute or work in a different location than you do, you’ll need to put extra effort into making the relationship work smoothly. Here are...
  9. How to Manage Work Outside Your Area of Expertise - Story From: The QuickBase Blog. Get more connected. Be more productive. Help! You know little about computers, and you’re suddenly in charge of overseeing the I.T. department. Or you can barely balance your checkbook and now your firm’s finance team is...
  10. 3 Ways to Manage Employee Bonuses This Year - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s the question on all of your team members’ minds.  Now that the holidays are upon us, will bonuses be handed out despite the still-poor economy? Over at the Intuit...


Is 360 Feedback Right for Your Team? - Story From: The QuickBase Blog. Get more connected. Be more productive.
03/09/2011 08:14 AM - Taking a self-report assessment (such as the DISC or MBTI or many others out there) can be great for self-awareness but the report can also be biased because it is only based on your own evaluation. Similarly, your annual performance review that is usually done by your boss can be biased because he or she [...] Related posts:
  1. Use Feedback to Enable Continuous Improvement in Your Team
  2. Collect Feedback on Your Performance
  3. Things to Consider When Giving Feedback

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  1. What If You Don’t Like Your Team Members? - Story From: The QuickBase Blog. Get more connected. Be more productive. At some point in your work life you’re going to run into a situation where you will have to work with someone you don’t like. And if that person is...
  2. Effective Teams Part 1: What Drives Team Performance? - Story From: The QuickBase Blog. Get more connected. Be more productive. On my first post on the Team Leadership blog, I mentioned that one of the ten things effective teams have in common is norms. A few weeks ago, Wired magazine...
  3. Effective Teams Part 2: Examples of Team Norms - Story From: The QuickBase Blog. Get more connected. Be more productive. Team norms are basically relationship guidelines that develop gradually. Team members develop particular ways of interacting with each other over time until those habits become behavioral expectations. A team can...
  4. Effective Teams Part 3: How to Influence Team Norms - Story From: The QuickBase Blog. Get more connected. Be more productive. In a recent post, I described how group norms can have a strong effect on team performance. With this blog post, I want to ask and address, how do these...
  5. Prevent Your Boss from Feedback Dumping - Story From: The QuickBase Blog. Get more connected. Be more productive. Picture this. You’ve been humming along doing your job and helping your team achieve its goals when you get a call about a meeting to discuss an issue that’s come...
  6. What to Do Before Day One: You Were Just Hired to Lead a Team..Now What? - Story From: The QuickBase Blog. Get more connected. Be more productive. Now that the dust has settled after the midterm elections, the US has found itself facing a plethora of new leaders who will soon be making important decisions for our...
  7. Filling Out Surveys Pays Off! Survey Feedback Incorporated Into Upcoming Release - Story From: The QuickBase Blog. Get more connected. Be more productive. A little while ago, I asked some of you (our customers) to fill out a product feature survey. The goals of the survey were to assess your interest in adding...
  8. Things to Consider When Giving Feedback - Story From: The QuickBase Blog. Get more connected. Be more productive. Giving feedback is one of several paradoxes in management. It is undeniably true, yet seemingly contradictory, to realize that we must provide both criticism and praise in order for people...
  9. How to Orient a New Team Member - Story From: The QuickBase Blog. Get more connected. Be more productive. When I remember new hire orientations of jobs past, I think of watching cheesy, outdated videos, completing a marathon of poorly photocopied forms, and being escorted to an empty cubicle...
  10. How QuickBase Uses Customer Feedback - Story From: The QuickBase Blog. Get more connected. Be more productive. Our customers may have noticed that lately they’ve been hearing from the QuickBase team more than usual. We’ve been in their inboxes, News Feeds, twitter streams; on their caller IDs...


5 Signs Your Project is Doomed - Story From: The QuickBase Blog. Get more connected. Be more productive.
02/17/2011 07:52 AM - Not all projects are created equal.  There will be some that will make your career, and others you’d rather just bury deep in the bowels of your organization’s data servers, never to be seen or heard from again. Recognize the Situation We’ve all heard the saying “don’t throw good money after bad.”  But how can [...] Related posts:
  1. Closely Manage Tough Team Members or Risk Project Failure
  2. Team Leaders Must Communicate Expectations
  3. Remove the Barriers to Real Work

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  1. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
  2. Miscommunication Can Derail Even The Best Planned Project - Story From: The QuickBase Blog. Get more connected. Be more productive. Managing projects, both large and small, can be a challenge. Coordinating tasks, managing scope, monitoring resources, scheduling deliverables, and keeping everyone in the loop all require lots of juggling to...
  3. How to Stay Sane When Your Projects Are Going Crazy - Story From: The QuickBase Blog. Get more connected. Be more productive. If you’re juggling more than one project, you know it can be easy to lose track of some of the details. Your projects will be sailing along smoothly and then...
  4. How to Motivate Your Team Members over the Holidays - Story From: The QuickBase Blog. Get more connected. Be more productive. Sustaining team motivation during the holiday season is a tall order.  After all, your team members would probably rather be anywhere else than at work, and it’s difficult to keep...
  5. 5 Leadership Predictions for 2011 - Story From: The QuickBase Blog. Get more connected. Be more productive. 2010 is quickly coming to a close, and fortunately, so is the recession that left most leaders fearing for the future of their organizations.  As you think about strategies for...
  6. Remove the Barriers to Real Work - Story From: The QuickBase Blog. Get more connected. Be more productive. On one of my favorite new blogs, TLNT, Brent Peterson provides some great suggestions from his book for how team leaders can remove the typical barriers to getting real work...
  7. Creating a Customer Referral Engine - Story From: The QuickBase Blog. Get more connected. Be more productive.   John Jantsch is one of the top strategic thinkers in business today.  The author of the Duct Tape Marketing blog, John mostly focuses on marketing the small business, but...
  8. The One Meeting You Shouldn’t Skip - Story From: The QuickBase Blog. Get more connected. Be more productive. I know, I know. You don’t need another meeting to attend. But this one is critically important to the success of your team and your company. If your team isn’t...
  9. 12 Productivity Hacks for a Rainy Tuesday - Story From: The QuickBase Blog. Get more connected. Be more productive. I’m thrilled to share that Quickbase had its first Twitter chat on Friday (hashtag #quickbasechat).  We shared productivity hacks for busy leaders and reached hundreds of thousands of followers with...
  10. How to Succeed as a Young Manager - Story From: The QuickBase Blog. Get more connected. Be more productive. Before the age of 28, Aaron McDaniel had been appointed regional vice president at a Fortune 10 company.  He has managed over 100 people and has been responsible for a...


Marketing Monday: Permission Expires in 3, 2, 1… - Story From: The Official Infusionsoft Blog
02/07/2011 06:26 PM - A great question came in last week from Mario. He quoted some email marketing advice we give in our Internet Marketing Guidebook. Question: From an excerpt found in the Internet Marketing Guidebook: Old email lists (namely those that are older than 6 months) are full of people who used to be interested in your stuff, but may have [...]

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  1. 3 Common Email Marketing Mistakes That Will Cost You - Story From: Infusionsoft Blog Email deliverability is a top concern among small businesses. Quite simply, they want to send messages and know they are received by their prospects and customers. In light of this...
  2. Email Marketing 1.0 Hurts Your Business - Story From: Infusionsoft Blog Last week, I wrote about top mistakes small business email marketers make when they utilize email marketing in their business. Today, I want to drive the importance of sending relevant,...
  3. Why Do Email Messages Go to Spam? - Story From: Infusionsoft Blog Many business owners often wonder why email messages go to spam. In my previous entry, I shared seven sure-fire ways on how to get your email messages to the spam...
  4. 19 Ways to Connect Social Media & Email Marketing Together - Story From: Infusionsoft Blog Social media and email marketing are here to stay. Many entrepreneurs that I speak with often want to know about how to integrate social media into their email marketing. Social...
  5. How do I reduce the number of people with View All Data permission? - Story From: Recent Ideas I had this question come up today: "We have over one hundred people in our org with View All Data. This is too many and represents a potential security risk....
  6. The Concept of Narrowband Marketing - Story From: Infusionsoft Blog I’m going to share an interesting and useful concept for you known as narrowband marketing. It very much covers how marketers today need to act in order to maintain relevance...
  7. Answers to Email Marketing Challenges - Story From: The Official Infusionsoft Blog Man, I really love MarketingSherpa. They publish great reports designed for marketers and small business owners. Today, they shared an article and chart that points out the challenges marketers face...
  8. Marketing to ‘You’ or ‘It’ - Story From: The Official Infusionsoft Blog As marketers, we know it’s important to build relationships. To underscore this point, I want to share a meaningful example from a great book, Social Intelligence: The New Science of...
  9. Marketing Monday: Know What’s Working in Your Business - Story From: The Official Infusionsoft Blog Marketing Mondays Q&A is supposed to be me answering marketing questions that I get asked. But today I’m going to answer a question I’m almost never asked: “How do you...
  10. 25 Email Marketing Tips and Tactics - Story From: The Official Infusionsoft Blog Many marketers and non-marketers share a mutual concern for doing email marketing the right way. They often wonder if the emails they’re sending are making it to the inbox and...


To Retain Talent, Keep Tabs on Employee Engagement - Story From: The QuickBase Blog. Get more connected. Be more productive.
02/02/2011 09:09 AM - The economy is beginning to show signs of recovery which means good things for you and your company. So you should be able to take a collective sigh of relief as we move forward into this year, right? On the economic front, yes, but an uptick in the business landscape means there will be more [...] Related posts:
  1. Climbing the Corporate Ladder As a Virtual Employee
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CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

Related posts:
  1. Are Experience and Skills Overrated? - Story From: The QuickBase Blog. Get more connected. Be more productive. I was talking to the CEO of a management consulting firm the other day and was surprised to hear him say that he doesn’t require new consultants to have –...
  2. How to Make a Lateral Move - Story From: The QuickBase Blog. Get more connected. Be more productive. In a lateral move, a strong employee takes on a new position at the same level as his former position. Most companies encourage these because they are mechanisms for keeping...
  3. How to Lead in 2025 - Story From: The QuickBase Blog. Get more connected. Be more productive. The business world will change dramatically in the next 10-25 years.  For one thing, due to a declining worldwide birthrate, the U.S., China, India, Europe, and parts of South America...
  4. How to Motivate Your Team Members over the Holidays - Story From: The QuickBase Blog. Get more connected. Be more productive. Sustaining team motivation during the holiday season is a tall order.  After all, your team members would probably rather be anywhere else than at work, and it’s difficult to keep...
  5. Cyber Monday: Only the Beginning of Holiday Shopping on Company Time - Story From: The QuickBase Blog. Get more connected. Be more productive. Today’s the first day back at work after a long holiday weekend.  It also happens to be Cyber Monday, the online equivalent of the day-after-Thanksgiving retail shopping phenomenon Black Friday....
  6. How to Orient a New Team Member - Story From: The QuickBase Blog. Get more connected. Be more productive. When I remember new hire orientations of jobs past, I think of watching cheesy, outdated videos, completing a marathon of poorly photocopied forms, and being escorted to an empty cubicle...
  7. How to Manage Your HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. In my last blog post, I defined the term HEROes (highly empowered resourceful operatives) and I wrote about how you can identify who your current HEROes are as well as...
  8. Prepare for Post-Recession Job Churn - Story From: The QuickBase Blog. Get more connected. Be more productive. Yes, I know. You thought you were supposed to worry when the economy was in the tank. Well, I’m here to tell you if you’ve been a lackluster leader you...
  9. How to Grow Your Own Talent - Story From: The QuickBase Blog. Get more connected. Be more productive. Is your company failing at recognizing and growing internal talent? Unless you are leading in a spunky tech start up company, it’s likely that your team is older and staffed...
  10. 3 Ways to Manage Employee Bonuses This Year - Story From: The QuickBase Blog. Get more connected. Be more productive. It’s the question on all of your team members’ minds.  Now that the holidays are upon us, will bonuses be handed out despite the still-poor economy? Over at the Intuit...


Why is Selecting a CRM Solution so Hard? - Story From: Commence CRM Blog
01/19/2011 12:02 PM - Commence Corporation Makes the Selection Process Easier with “Try Before You Buy” CRM Program Why are so many people disappointed with their CRM system?  Nigel Park, Managing Director of TPS Consulting believes he has the answer.  “Customers are simply not experts in selecting CRM software.  I often find that they have not properly documented their critical [...]

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  1. CRM Price Wars Continue, But Who Wins In The End? - Story From: Commence CRM Blog It seems like manufacturers of Customer Relationship Management software are doing almost anything these days to add new subscribers.   Some are offering free utilization for the first few months,...
  2. Don’t Make a CRM Buying Mistake : 7 Points to Consider Before Selecting Your CRM Solution - Story From: Commence CRM Blog Get this free Business to Business (B2b) report about how to choose the right business CRM solution for your needs....
  3. Commence CRM Offers Solution for Stranded Goldmine Customers - Story From: Commence CRM Blog February 4, 2010 - Commence Corporation has announced a competitive upgrade program for small businesses currently using the Goldmine contact management software.  More than a year ago FrontRange announced that...
  4. Commence CRM Offers Solution for Abandoned Intuit Customer Manager CRM Users - Story From: Commence CRM Blog Commence Corporation invites customers of the discontinued Intuit Customer Manager CRM product to review Commence CRM as a migration option. Commence CRM is an online CRM system designed for small,...
  5. Don’t Get Burned by the CRM “Buy Now” Button - Story From: Commence CRM Blog As a leading CRM software provider I can appreciate the competitive nature of the industry and how hungry for business all CRM vendors are.  But I continue to see...
  6. From Hosted CRM to Cloud Based CRM - Story From: Commence CRM Blog “Customers who thought they had a handle around the different deployment models of CRM software have been thrown another curve ball” says Larry Caretsky, president of Commence Corporation.  “Today everyone’s...
  7. Commence CRM – The Perfect CRM Solution for the Middle Market - Story From: Commence CRM Blog For more than two decades Commence Corporation has been providing high quality affordable CRM software for mid-size companies and small enterprises. While certainly not a household name like Salesforce.com CRM...
  8. CRM Software Underutilized in Smaller Businesses - Story From: Commence CRM Blog CRM Failure Rate Remains High In order to gain a competitive edge or simply compete against larger corporations, mid-size and smaller enterprises need to take advantage of the same technology...
  9. Commence CRM Software Offers New Customer Ranking Feature - Story From: Commence CRM Blog Cloud based CRM software provider Commence Corporation continues to differentiate its CRM software through a number of innovative features. The company’s newest CRM product release scheduled for July will now...
  10. Two Common Mistakes SMEs Can Avoid When Selecting CRM Software - Story From: Commence CRM Blog I think we can all agree that most company executives are not professional software evaluators and as such often overlook some of the key decision criteria that are critical to...


Leading Means Taking Advantage of Teachable Moments - Story From: The QuickBase Blog. Get more connected. Be more productive.
01/13/2011 09:16 AM - Are you frazzled, worn out and tired of doing everything because your team members can’t manage to get even the smallest task right? It’s time to take a look in the mirror because you may be the problem. While chatting with a team leader recently, he told me about a situation with one of his [...] Related posts:
  1. Don’t Just Fix a Symptom When Resolving Conflict
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  3. Closely Manage Tough Team Members or Risk Project Failure

CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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  1. Open Communication with a Talking Stick - Story From: The QuickBase Blog. Get more connected. Be more productive. Have you ever attended a meeting where everyone talked and nobody listened? What a waste of time. Way too often team meetings turn into a “me-fest” where each person is...
  2. What If You Don’t Like Your Team Members? - Story From: The QuickBase Blog. Get more connected. Be more productive. At some point in your work life you’re going to run into a situation where you will have to work with someone you don’t like. And if that person is...
  3. Miscommunication Can Derail Even The Best Planned Project - Story From: The QuickBase Blog. Get more connected. Be more productive. Managing projects, both large and small, can be a challenge. Coordinating tasks, managing scope, monitoring resources, scheduling deliverables, and keeping everyone in the loop all require lots of juggling to...
  4. How to Set Goals That Keep Your Team on Track - Story From: The QuickBase Blog. Get more connected. Be more productive. Setting team goals and ultimately team member goals helps give your team purpose along with checkpoints for measuring success. That old adage “If you don’t know where you are going,...
  5. How to Motivate Your Team Members over the Holidays - Story From: The QuickBase Blog. Get more connected. Be more productive. Sustaining team motivation during the holiday season is a tall order.  After all, your team members would probably rather be anywhere else than at work, and it’s difficult to keep...
  6. 5 Signs Your Project is Doomed - Story From: The QuickBase Blog. Get more connected. Be more productive. Not all projects are created equal.  There will be some that will make your career, and others you’d rather just bury deep in the bowels of your organization’s data servers,...
  7. How to Manage Your HEROes - Story From: The QuickBase Blog. Get more connected. Be more productive. In my last blog post, I defined the term HEROes (highly empowered resourceful operatives) and I wrote about how you can identify who your current HEROes are as well as...
  8. Are You Getting Stale As a Leader? - Story From: The QuickBase Blog. Get more connected. Be more productive. Often in team-based organizations, the question about how long a team leader should remain in that position surfaces. There are different schools of thought on this, anywhere from a defined...
  9. Are You Taking Advantage of Mobile Learning? - Story From: The QuickBase Blog. Get more connected. Be more productive. John Hollon, Vice President of Editorial for TLNT.com, reports on a new research study by Bersin & Associates, which says that “mobile learning finally has gone mainstream, driven by consumers...
  10. Making Your Mark: Taking Over for a Superstar Manager - Story From: The QuickBase Blog. Get more connected. Be more productive. When Tiffany Dufu sits at her desk at the White House Project, she often glances at a proverb she has posted there that says: “If things are getting easier, maybe...


The Compartmentalization of Social Profiles & Marketing - Story From: CRM Outsiders
01/10/2011 05:26 PM - I just checked out BranchOut, a new social site that is essentially a LinkedIn for facebook. The notion – keep all of your business contacts and information on BranchOut, without the total hassle of managing two completely separate profiles. This plays into a concept I was discussing yesterday with my associate and very socially savvy pal [...]

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  1. A Tale of Two Social CRM Cities: NYC and Atlanta - Story From: CRM Outsiders I checked the Twitter stream on Monday about 10am and it was a bit funny to watch the Sugarites  messages come through. With the beginning of the world tour, people...
  2. New in Capsule: Pictures from Social Networks - Story From: The Capsule CRM Blog With so many businesses now using social networks such as Twitter and LinkedIn, we've been looking for ways to include the information from these social network profiles inside Capsule. With...
  3. Leveraging Social Profiles vs. Social Selling - Story From: CRM Outsiders I have been swamped with Sugar 6 release stuff – and haven’t had a ton of time to blog or even get on Twitter to see what’s up. Thanks to...
  4. Don’t Let Social Derail Traditional Customer Support Goals - Story From: CRM Outsiders This is just a small thought – as I have far too many ideas that are too big for a tweet and not really epic blog material. But looking at...
  5. Moving into the “How” from the “What” of Social CRM - Story From: CRM Outsiders I thought about a question mark at the end of the post title, and left it off for some reason. But I do feel that we are in a gray...
  6. “Social Silos” and the Need to Keep CRM in SCRM - Story From: CRM Outsiders As part of the marketing team at SugarCRM, I am charged with defining and communicating our social CRM strategy. And interestingly, I do so on two levels – what we...
  7. Turning “Check-Ins” into “Checkouts” – the New Holy Grail for Social Marketing? - Story From: CRM Outsiders I do not use foursquare, in fact I am even a little mystified by the craze around the whole “check-in” concept that has even stirred Facebook to create its “places”...
  8. Using Social Media? Tell Us About It! - Story From: CRM Outsiders Are you searching social networks for leads? Connecting with potential partners on LinkedIn? Are your support agents reaching troubled customers with Twitter? If you are using social media as part...
  9. Leaders, Managers and Social Media - Story From: CRM Outsiders I think one of the exciting things about social media, and what has made it such a hot topic is the way that it seemingly amplifies the voice of the...
  10. Five Questions to Ask Before Starting a Social Media Initiative - Story From: CRM Outsiders Outsider’s note: This blog post originally appeared in the UK-based B2B Marketing magazine blog series. And, since I think these are points worth repeating (and I wanted to get a...


How to Say No to Your Boss - Story From: The QuickBase Blog. Get more connected. Be more productive.
01/10/2011 08:00 AM - People-pleasing can be a trap almost anyone can fall into. This is especially true during times of stress or economic uncertainty when there is an extra element of fear or insecurity in the workplace. We begin to think about others’ feelings, needs, and priorities before our own. We strive to go that extra mile, and [...] Related posts:
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CRM Software Free Trial - Your CRM online guide to Web-based Contact Management Software Free Internet Trials and the latest news Articles, reviews & comparisons.

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* Customer Relationship Management System implementation's can be a major undertaking, with the price for many systems over several million dollars and the implementation time period lasting for extended periods of time. Before making a commitment like this, every business should ask if they require a full CRM Software program.

** No solitary factor is adequate to substantially enhance the odds of a very successful CRM implementation; to achieve a solid return on investment; companies must do a good job on several fronts. The difference between success and failure of a CRM system project is not a roll of the dice, but rather a result of the way a firm approaches the effort. The secret to success is placed in the understanding and capacity you and your implementation team takes to the project. If you know what genuine problems you are trying to solve, what possible mishaps you can make and how to avoid them, what technology can and cannot do to help you, you are much more likely to experience great success.

Essential components of a first-class Web-based Contact Management System

Account Management Customer Relationship Management Sales Software:

CRM  Software Business SolutionsGood Customer Relationship Management Sales Software must provide the ability to coordinate and sort all key account data. The account management sales software system will put all key accounts in one safe, secure, reportable, account database structure. The key to a first-class account management system lays the foundation for the Web-based Contact Management solutions. Accounts need to have the ability to be added manually or by import. The account management Customer Relationship Management system must make a key account strategy easy to build. And this is sales account management and customer account management so all leads, opportunities, documents and contacts associated with a key account are visible and reportable. * Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 8 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 9 Stars out of 10 Stars

Customer Account Roll-up:

Web-based CRM DetailsThe power of a Customer Relationship Management sales software system is the power to have an account level view of all activities past and future rolled-up onto one screen. This can be implemented in a roll-up report but generated reports from the night before may be out-dated. The ability to view account data in current time is powerful and vital. Decisions are produced best with accurate data; account data in a CRM sales system with this feature is providing accurate data. * Feature Set Customer Retention Rating in a Recession for Microsoft CRM: 7 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft CRM System: 9 Stars out of 10 Stars

Understanding your client and building a detailed customer profile:

CRM Software Instant EmailMost all Contact Management software sales systems have sales process development capabilities within the central system.  It is up to your group to define the stages and information tracked within the new sales system. As we already know, when meeting with a potential buying opportunity, they have already been thing about the business problems that are keeping them from reaching their goals. To reach a level of understanding of your customer needs, this will require research and multiple meetings. Make sure your new CRM sales system can accommodate this required detail information. * Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 10 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft CRM System: 9 Stars out of 10 Stars

Pipeline Management as part of a Web-based Sales Software System:

CRM Software Tracking SalesPipeline management can be every sales person's nightmare or every sales person's fantasy. A solid sales software system must make pipeline management a sales persons dream. If you deal in advanced solutions or big-ticket items, your customers probably don't have a distinct process for acquiring what you sell. The more appropriately we can discover our customer's buying process, or the objects that have to happen just before they can buy, the better we can take care of our pipeline. A managed pipeline is aligned with our customer and works with them where they truly are. * Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 8 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 9 Stars out of 10 Stars

Calendaring within the Customer Relationship Management Sales Software System:

CRM Software Tracking SalesEffectively designed calendar integration could be the most crucial area of a first-rate CRM system. Tasks are the driving influence of the sales software system and the calendar is the conduit that the tasks flow through. Calendars should always be shared across the company for the system to be used the most adequately. Calendar reports need to be a one click report for optimal use. Through the effective use of a tasked based calendar program, the sales person can facilitate the buying process and close more deals. When CRM users generate events, put in contacts, or add clients, all the data should be displayed and shared within the calendar. When the user rolls over the particular day, multiple icons should show the specific activity or event of the day. This will lessen the number of clicks and pages loads needed to view the information of that day. Minimizing clicks means a far more productive sales force. All of this information appears in the calendar and provides an instant view of events scheduled for that day. Leads and Clients that enter the system are also on display for quick access to critical information to reduce multiple clicks. * Feature Set Customer Retention Rating in a Recession for Microsoft Dynamics CRM: 9 Stars out of 10 Stars ** Component Set Rating for Five Step CRM Implementation Process for Microsoft Dynamics CRM System: 8 Stars out of 10 Stars


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