May
19
2009
mscott906
Here is the next installment of our favorite Act! features and tips…
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no comments | tags: act, crm, lookups, queries, tips | posted in Act! Contact Management, Tips and Tricks
May
19
2009
mscott906
About Winnovative Technology Consulting. LLC:
M Scott Schaffernoth, ACC, SLXCE, MCP, founded WTC in 1993 while still in the employ of a local regional bank (which shall not be named and which has since gone out of business – no not related to the current mess – they had enough of their own apparently). Having worked in items processing, customer service, and lastly the systems departments, he became enamored with the burgeoning possibilities of the desktop PC platform. (PCs were still the ‘Wild West’ – Windows for Workgroups 3.11 was the latest and greatest desktop OS and Windows NT 3.1 – the first 32-bit version of Windows – was barely months old…)
When, after the then CEO ‘retired’ – with a little help from the board of directors, and the smell of a merger – a bevy of ‘consultants’ swarmed the bank campus, checking all the dials, gauges, and meters, and taking the temperatures of the employees, it was determined that M Scott’s temperature was not in line with that of a typical banker, so a script for a severance package was written and administered – ‘No, don’t call in the morning.’
From there, M Scott jumped into technology consulting with both feet and hasn’t looked back since.
In 1994, while engaged to design, build, and implement a custom solution in which one of the requirements was that it must integrate with the client’s Act! system, M Scott had his first encounter of the third kind with Act!. The rest is history – he had been abducted.
In addition to being certified as an Act! Certified Consultant – the singular in upstate and the capital district region of New York, M Scott is also a certified engineer and developer for Sage CRM Saleslogix 2.x through 7.5 on both the Windows and web technology platforms.
He also knows a smidge about SQL server…
Colleen Schaffernoth, SPSC, DOP, joined WTC in 2001 as lead marketer and evangelist. Prior to that Colleen acted as Dir. Of Development for the American Cancer Society’s ‘Making Strides Against Breast Cancer’ event in the Capital District of New York for 4 years. She nurtured the Albany Making Strides event from a squalid $60,000 to a significant 10 factor of $600,000+.
Colleen is an excellent trainer, diplomat, and the ‘straight-man’ for M Scott.
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May
13
2009
mscott906
Act! is such a powerful tool with so many features, we continually find that there are many valuable tools and capabilities that our clients can benefit from, if only they knew (which is why they work with us!).Following is Part 1 of some of our favorite best-kept Act! ‘secrets’. I think you will be able to use at least one or two…
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no comments | tags: 64-bit, act, crm, excel, memory, reports, tips, Vista | posted in Tips and Tricks
May
13
2009
mscott906
I came across this information in a recent article at baselinemag.com and thought the statistics were worth sharing. This information is based upon an article by Ericka Chickowski compiled from a survey of 100+ organizations that had completed IT development projects with budgets of approximately $3 million. Before you dismiss this as not in the realm of ‘small business’ – and therefore not applicable – after a few decades involved with IT initiatives in the small biz realm, I am confident that while our projects have a few less zeros in their budgets, if a similar survey were conducted with the smaller firms, the numbers presented here would hold true. Perhaps worse. Continue reading
no comments | tags: bad practice, budgeting, Project Management, statistics | posted in Project Management
May
13
2009
mscott906
If you have used, or are thinking about using, one of the services that provides for email campaign management for businesses, you have likely heard about Swiftpage Email or Constant Contact.
For those of you who have not jumped into these waters yet, let me provide a little background as to what these solutions (generally) offer. Continue reading
no comments | tags: act, constant contact, crm, email blast, LinkedIn, swiftpage | posted in Email Marketing