Article Archive for October 2008
SI5 Trial Error right after installation – Unable to Locate LANSync
This error message applies to new SI5 Trial users. Shortly after finishing the setup and installation, when you go launch SI5 Trial for the first …
Don’t Fear the Process
If change is good, why do so many people have a natural aversion to it? Is it really “better the devil you know?” Change can be scary and intimidating, but one thing for sure is that it is constant, and depending on your perspective, can be the difference between success and failure. Reluctance to adapt to changes around you (many of which are beyond your control, such as our current economic and business climate for example) or plain stubborn refusal to change due to long-held beliefs have doomed countless companies, relationships and even entire careers.
Not All Leads Are Created Equal
I just read this post, Not All Leads are Created Equal by Bob Brauer, President of StrikeIron a Data as a Services software company. I thought it was interesting and relevant because he came up with a formula for scoring leads similar to my Pre-Qual score approach as documented in this post on Explaining the D-Tools CRM System – Lead Management.
Deconstucting the D-Tools/Zoho CRM System – The D-Tools Email Marketing Engine
Introduction here: For the most part I have spent the last five weeks in front of my computer, listening to Sirius Radio (The Vault), eating seeds (Art’s Sunflower and Pumpkin) and deconstructing the D-Tools/Zoho CRM system. In tough economic times sometimes the only thing you can do is to fine tune your internal business processes to stay ahead. This has the double advantage of making your company more competitive and efficient and when the economy improves (it always does) you will be in position to immediately capitalize on it. But before you can fine tune your processes you need to make sure you have the right tools for the job.
Deconstucting the D-Tools/Zoho CRM System – The D-Tools Lead Qualifying Engine
Introduction here. I changed the title of this series from Explaining the D-Tools Zoho CRM system to Deconstructing the D-Tools Zoho CRM System because I realized that as I was trying to explain it I was tearing it apart an re-configuring it as I was explaining it. Just the act of explaining it made me realize it could be improved. In fact that explains my silence for the past few weeks. I have been deep inside our system trying to make it more reliable, easier to use, easier to explain, more accurate and ultimately more productive for all the users.
Global Settings for Reports
One of the features released with SI 5.2 was Global Settings for reports. These settings give you added flexibility on how your data displays. To …
Visimation Joins D-Tools Certified Partner Program
Seattle-based professional services organization to offer Visio Shape Development and integration services for users of D-Tools System Integrator software.
CONCORD, CA – OCTOBER 22, 2008 — …
Title Blocks 101: How to Display Existing Document Information
Title Blocks #1: How to Display Existing Document Information
Title blocks on drawings are important for many, many reasons.
If your company has created more than …
Refine and Conquer
The word for today is refine. We are currently undergoing an overhaul of our internal processes, which you can read all about here. We have implemented Zoho as our CRM to help us better manage and control communicating with our prospects, customers and partners. I won’t go too much into that because Adam is documenting our process and will continue to add to this category as we continue to move forward with our Zoho implementation.
