Blog Archives

GDPR & CRM Data

The new General Data Protection Regulation (GDPR) comes into force in May 2018 and applies to any organisation holding personal data. Particular care must be applied to situations where ‘sensitive personal data’ is held and the implications on organisations that do so are considerable, especially in the case of a data breach.

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New Business Rates 2017 – is your BID database ready ?

There are new business rates coming into force in April 2017.

If your Act! BID database contains RV data you may want to update the database to reflect these changes.

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5 CRM Mistakes to avoid…

An interesting article regarding potential mistakes that should be avoided when implementing CRM…

5 mistakes to avoid

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CRM project failure? – what next ?

Here’s a link to a useful article that gives some useful advice on what to do if your CRM project has not gone according to plan…

Your CRM project failed ?

 

 

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We are now accredited as an Act! Premier Trainer partner

Project Support Ltd are an accredited Act! Premier Trainer partner – we can supply Swiftpage Act! training materials to support on-site or remote training.

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Act! Premium Cloud

Act! Premium Cloud is now available from Swiftpage – your Act! database is hosted in the cloud and available on a on a subscription basis.

More information is available on our Act Software Consultants website

Alternatively the following links are available for both trial and purchase:

  • Trial Act!

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Act! Premium Subscription scheme

As from the 1st of July 2016 Act! Premium can only be purchased via a subscription for new AND upgrading customers. Subscriptions will be for a 1 year or 2 year term, payable monthly or annually.

When paying on an annual basis customers will receive a discount equating to 12 months cover for the price of 10.

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6 Ways to Sell Management on CRM

A useful white paper from Ziff Davis on the benefits of CRM to management can be downloaded here

Two wrongs don’t make a right. However, bad technology can make your whole business model seem wrong. When the boss doesn’t want to spend the cash, it may take some convincing to make things right.

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Good CRM needs good Processes….

Excellence in CRM is not just about having a database with lots of fields, you need supporting processes too. Users need to know what’s expected of them, what information to record, who needs to record it, and when.

Great article here that supports this idea: http://it.toolbox.com/blogs/insidecrm/excellence-in-crm-70887?reftrk=no&trdref=4232425265674d61696c696e673a496e736964652d43524d&mailing_id=1543371

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The risks of SAAS or online cloud based systems

We have regular conversations with clients who say ‘I want it in the cloud’ we say ‘Why?’ The answer always seems to be ‘well everyone has cloud based systems’. We then have to explain the risks of taking this approach and the limitations of this approach.

Don’t get us wrong,

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