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

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Posted in ACT!, CRM Best Practice, GDPR

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.

Posted in ACT!, CRM Best Practice, News

5 CRM Mistakes to avoid…

An interesting article regarding potential mistakes that should be avoided when implementing CRM… 5 mistakes to avoid

Posted in CRM Best Practice, News

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 ?    

Posted in CRM Best Practice

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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Posted in ACT!, CRM Best Practice, News

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

Posted in ACT!, CRM Best Practice, News

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

Posted in ACT!, CRM Best Practice

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

Posted in CRM Best Practice, News

Act! Premium Hosted – Accreditation

We are please to announce that Project Support Ltd are fully accredited to the new Act! Premium Hosted product available from Swiftpage. Act! Premium Hosted will soon be available to customers in the UK. Our websites will be updated as

Posted in ACT!, CRM Best Practice, News

How to drive CRM adoption….

Sensible article addressing the main points which will drive success, or failure, when implementing CRM http://hosteddocs.ittoolbox.com/zdwphow_to_drive_crm_adoption.pdf

Posted in ACT!, CRM Best Practice
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