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Personalized E-Marketing Proven Effective - The Best Ways to Implement E-Marketing Campaign

Brianna Loftin - Friday, August 04, 2017

Personalized E-mail Marketing is proven effective, but many struggle to implement, even though they can gain about 17 percent more revenue, as studied by the Relevancy Group. Here is an article detailing how beneficial E-Marketing can be, and why many businesses still struggle, even though it guarantees success.

Your problem can be solved easily by Implementing Swiftpage Act! you can attain a CRM that will hold all of the personal information that you need to generate effective email campaigns with included Swiftpage E-Marketing so you can send out your marketing to the right people.

Give us a call at (866)710-4228 or send an email and we can work with you to see how Act! will increase your effectiveness and help you build your business.

Building Email Lists - How to Keep Track of Your Followers

Brianna Loftin - Friday, July 07, 2017

I have had some serious blog writers block these past couple of weeks. Naturally I googled, what to blog about- haha, and I actually came about a very handy article from Blog Tyrant, apparently I am not the only one who has asked this question.

One thing that he says is essential to blogging, is building an e-mail list, because you just cant rely on search engines alone. Swiftpage Act! keeps anyone that contacts us in an easily searchable CRM that can quickly automate mundane data entry and even provides free E-Marketing. This is a great cost effective solution for all of those bloggers out there that want to hold onto their followers.

For more information about Act!, send an email or call (866)710-4228.

How to Move Files from my Desktop to the Cloud and Back on Citrix

Brianna Loftin - Friday, June 16, 2017

Many people want to know if they can move files between their desktop and their hosted environment.  The answer is yes, with a few simple steps:

To copy files from your Citrix Session to your Local PC/Desktop, follow these steps:

- From your Citrix desktop, double click the "My Computer" icon. Note that the "My Computer" icon may be renamed to the server name

- Navigate to the file you want to copy inside of your Citrix session

- Right-Click the file and select "Copy"

- Go back to the "My Computer" icon and double click it once again

- You will now notice that in the "Network Drives" section, a list of drives that are actually your LOCAL PC drives.

- If you want to connect to your local PC's C: drive, just double click the "C$ on 'Client'" icon

- You will now see the folders refreshed in your window to show your local PC's C: drive

- You can now pick a folder on the local PC C: drive and copy your file into that folder. To do so, Right-Click in the folder where you want to copy the file to and select "Paste" option to paste the file FROM CITRIX TO YOUR LOCAL PC

- On your local PC, you can now navigate to the location you decided to copy the file to and you will be able to see the copied file there.

To copy files to your Citrix Session from your Local PC/Desktop, follow these steps:

- From your Citrix desktop, double click the "My Computer" icon. Note that the "My Computer" icon may be renamed to the server name

- You will now notice that in the "Network Drives" section, a list of drives that are actually your LOCAL PC drives

- If you want to connect to your local PC's C: drive, just double click the "C$ on 'Client'" icon

- Navigate to the file you want to copy on your local PC

- Right-Click the file and select "Copy"

- Now within your Citrix desktop, Right-Click your Citrix desktop and select "Paste"

- The file should now be copied onto your Citrix desktop

- You can now move it anywhere you want to store it properly within the Citrix environment

NOTE: Depending on the speed of your internet connection and the size of the file, the transfer speed may vary.

Give us a call at 866-710-4228 or send an email for more information on cloud hosting.

Will Go to My PC or Log Me In Work for My Needs? Citrix Hosting is Your Best Solution

Brianna Loftin - Wednesday, April 19, 2017

Because of location flexibility in our market demands, many of us have gotten pretty creative sharing our data. We have seen Dropbox, Go to My PC, Log Me In and files emailed between team members.

The problem with that, is that many times these types of sharing lead to data corruption, data theft, out of date versions of files and a myriad of other issues, along with the hassle that they cause.

But, alas, we have a solution for that. Our virtual desktop is powered by Citrix and allows all team members to share all their data, safely, like they are sitting in the same room, even if they are miles apart.

Call (866)710-4228 or send an email for more information, or to get started.


April 18 Tax Filing Deadline - How to Create End of Year Reports and Accountants Copy in QuickBooks

Brianna Loftin - Friday, March 17, 2017

The tax deadline is fast approaching.  Here are instructions on how to get your small business ready to file your taxes using Intuit QuickBooks. 

Prepare End of Year Reports

1. Open QuickBooks App. Click "Reports," "Profit & Loss Standard" and then "Company & Financials." Select "Last Fiscal Year" in the "Transaction Date" drop-down list, and then click "Run Report." After viewing the report, Print, so that you can use it easily while preparing your tax return.

2. Click "Reports" on the toolbar, and then select "Accountant & Taxes." Choose "Last Tax Year" in the "Transaction Date" drop-down list and click "Run Report." Print if you need.

3. Click "Reports," select "Vendors & Payables" and then click "1099 Summary." Then Print your "1099 Summary."

Creating an Accountants Copy 

1. Open QuickBooks, and then click "File" on the menu bar. Select "Accounts Copy," and then click "Save File."

2. Select the "Accountants Copy" option, and then click "Next." Select the last day of the tax year in the "Dividing Date" control box and click "Next."

3. Click the "Save In" drop-down list, and then navigate to the folder where you want to save the accountant copy of the QuickBooks backup. Type a descriptive file name for the QuickBooks file in the "File Name" field. Click the "Save" button to save the accountant's copy of the file.

4. Copy the accountant's copy of the your company QuickBooks data file to an external hard drive or flash drive, and then give the device to your accountant or bookkeeper. Or email the accountant's copy of the file.

QuickBooks Hosting - Access your QuickBooks Anywhere

If you would like for your accountant to access your company files remotely and easily, you may want to look into having your QuickBooks Application hosted so that anyone that needs access can do so easily from any internet connected device. 

Call (866)710-4228, or send an email for more information, or to get started.

Top 5 Reasons to Perform Maintenance of Your Act! Database

Brianna Loftin - Monday, February 20, 2017

Top 5 Reasons to Perform Maintenance:

1. Ensure that backups are being performed

2. Minimizes “Break/Fix” cost surprises

3. Optimizes database performance

4. Identifies potential issues before they occur

5. Keeps you informed on what’s going on in your database

Tandem CloudTop will help you perform these items:

  • Scheduled Maintenance is Performed
  • Act! Certified Consultants Review Your Database
  • Issues Addressed Before they Become Major Problems.
  • Professional Communication with IT and Management Keep Parties “In the Know”
  • Keep You Focused on Business, Not Maintenance
  • Hosting on Tandem Servers is also Available

Call for more information about Act! Support and Hosting (866)710-4228 or send us an email.



CRM Training - Getting Everyone on the Same Page

Brianna Loftin - Thursday, February 16, 2017


CRM Training can be Implemented and Help your Company Immediately
A Customer Relationship System can greatly impact your business efficacy, but everyone must use it. If you just set it up, must people will use it for about a week, and then go back to the way they were accustomed to navigating their duties. You must train employees and management how to use the CRM, and provide informative tools so that they understand that the new system is actually a useful tool and not busy work. Proper use of the CRM system will help your business grow and help you get the most out of your CRM.

A CRM will Keep your Company Organized
There are so many things you can learn about what your CRM system can do and how to make the system function at the highest level. CRM training keeps your organization up and running by allowing you to put useful data in order. When the training is done you will have some great ideas and be on your way to using the data and CRM system effectively.  A good CRM will make mundane processes automated and allow management to track what areas are productive and what needs work.

Working Together with CRM will Increase Sales
During the training, your CRM provider will teach everyone about parts of the CRM that are essential to your customized industry. When every employee works together to use this new system, it will make the overall work load easier. The trainer will offer suggestions at the project inception that will get everyone excited about the possibilities of the new system.

With CRM Training You Can be On Your Own in No Time
A CRM may seem difficult to implement at first but, it is just a minor adjustment and well worth the effort in the end. Co-workers will see dramatic results after using the new system for a period of time. Continued training is always essential because it will allow everyone to focus on new ways to improve the company and the CRM.

We specialize in Act! CRM, and currently offer high quality remote and on-site training. Call to see how Act! can help your business (866)710-4228 or send us an email.



Swiftpage Act! - The Difference Between Act! Subscription and Perpetual License

Brianna Loftin - Monday, January 30, 2017

Swiftpage has recently moved to a new pricing and sales platform for Act! CRM. While this may seem confusing at first, you will quickly realize the simplicity generated and the benefits added to only maintaining one version.

    • The Subscription is what you are used to elsewhere (ie: MS Office 365, Netflix, Adobe, etc.) with a monthly option or an annual option at a discount (two months free). Should you let the license lapse, you relinquish access to Act! and it turns off.
    • Perpetual licensing allows you to “buy” the license. Should you decide not to renew after a year, then you keep the rights to the license at the version most current at the end of your term. When you renew, you will have the choice to either subscribe or pass.
    • All licenses, Subscription and Perpetual, have the same functional features.  Includes Act! technical support at the level formerly known as Silver. The new Gold is a premium support plan you can add on to your purchase for $5.00 per user per month, flat, regardless of the number of users. Support is included for Tandem Hosting Customers, which is superior in quality. Training is also available from Tandem.
    • Auto-update. Built into the new release is the option to be notified when an update is available, with a link to the download. By default this option is active, but notifications can be modified in Tools>Preferences for administrators.
    • Pricing. You will notice that the price, relative to years passed, is about the same. Most models are no more than 9% higher, some are less, including support. Swiftpage has added 90 positions, while also improving the quality of the techs and anticipating the requirements of users joining the subscription model.
    • We are recommending that you continue to renew your subscription so that you don't lose access to your information or have to pay for the license again in the future.
Call (866)710-4228 or Send an Email for more information.


TOP 7 REASONS YOU NEED A CRM - Keeping Better Track of Your Customers

Brianna Loftin - Friday, January 20, 2017

If you are realizing that you need to do a better job of keeping track of your clients, a CRM is essential, here are 7 reasons why:

1. Centralized Information - One of the most obvious reasons that a CRM is apparent in today's work environment is having your information centralized. Customer information does nobody any good when it is stored in separate laptops, accessible only to users on that machine. Emails are usually stored in a single system, but are invisible to other people who work with the same clients. Communicating through a CRM allows everyone in your organization to see and keep up with what is happening with a given client. No one will look unprepared if they missed a discussion or critical meeting. Every piece of information can be made available to everyone who needs to know, and conversely you can keep certain files separate, by changing access privileges for users. 

2. Paper Solutions are Not Sufficient - Are you one of those people who has collections of business cards and 3-ring binders full of notes in their office?  Its easy to grab a pen and paper to jot down notes quickly, but even easier to lose that scrap of crucial information. You can’t type a phrase into a file cabinet and have it arrange your information so that it shows just the contacts who meet your criteria. You can send a paper marketing mail out, but you won’t get the attention of people who check their email twenty times a day for every time they check their post. CRM technology is as critical part of any successful business.

3. No Data Loss - In addition to paper notes being mislaid, disorganized, or discarded. Data is even vulnerable when it is stored on your laptop or desktop, or on your office server. Servers can crash. Hard drives can fail. But a good CRM solution, administered by a good CRM provider, will be structured in a secure manner on servers that are maintained and backed up regularly. The advent of cloud computing brings you data anywhere and anytime, so long as you can access a connection. No matter where you are in the world, the critical customer data you gather is immediately accessible to your colleagues in every location needed.

4. Coordinate the Present - Using what you’ve learned about the relationship you have with your customers, you can make your business into a responsive and confident authority. You can design programs that give your customers the right kind of customer service experience. You can get sales and support staff talking to each other so that they can work together to give customers only what they want. You can use customer feedback to tell you where your resources are best spent. You can use past sales history to suggest what potential maintenance issues a customer might be facing. In addition, you can plan your time using built-in calendar and task management so that every process is done right the first time.

5. Quickly Understand the Past - There’s really no good way to look back into the history of your relationship with a customer without using CRM technology. If you want to look back in time and understand how things have progressed, you need a solution that tracks all of their communication, history, and issues. You’ll be able to save clients by knowing how to anticipate their needs and forestall common problems. You’ll be able to create marketing materials based on purchase and communication history.

6. Stay Organized in the Present - You can design programs that give your customers the right kind of customer service experience. You can get sales and support staff talking to each other so that they can work together to give customers what they will need next. You can use customer feedback to tell you where your resources are best spent.  In addition, you can plan your time using built-in calendar and task management so that every process is done right the first time.

7. Predict the Future - Once you understand the past, and know what to do in the present, you will have a reasonably good idea what your efforts now will give rise to in the future. You can use past sales history to suggest what potential maintenance issues a customer might be facing.  Things that used to come as complete surprises will be explainable, and you can plan for them, when you know why and how they happened. The better your data is in your history, and the better you track your campaigns, projects, and events, the more you can know about what is likely to happen. 

For more information on a CRM to suit your needs call (866) 710-4228 or send us an email.


A Better Business in 2017 - 6 Tips for Getting your Business Ready for the New Year

Brianna Loftin - Friday, December 23, 2016

New Year's Day is coming upon us quickly!  If you haven't started yet, now is that time to get organized and start implementing new tools that will help your business take off in 2017.
1. Update your Website.  If you don't have the time to do a total revamp, at least make sure that all of your links are working correctly and your information is up to date.
2. Review your Data and make sure that you aren't holding on to material that serves no purpose aside from clutter.  You will thank yourself when your processes become that much quicker in 2017.
3. Check out how Act! CRM can help your business and sales teams organize prospects and customer details in one place, send emails, market products and services more effectively, and drive sales results.
4. Update the Look and productivity of your proposals with the market leading quote solution, QuoteWerks. 
5. Get QuickBooks up and running so that your tax documents are in shape for the following year.  
6. Start working in the Cloud so that you can work wherever and whenever you need.  Leaving you the ability to get more done in a time frame that works for you.  Contact us so that we can help you get setup with your Virtual Desktop to gain access to your software from any location on any device!

Email Us or Call 866-710-4228.




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