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Board of Directors Update |
2012 CCRMS Mission:
• "Extend the value of Sage ACT!" • "Diversify and generate new income streams" • "Increase profitability and maintain a sustainable business" Progress and Preparation
We built a lot of momentum in 2011 by focusing on what our membership wants to learn more about, and continue to deliver valuable new content that is geared to help members be more successful now and into the future.
Recently we have added 6 new members and are now up to a total of 53 and are spreading the word to any ACC that wants to learn and do more with their business through collective membership in the CCRMS.
Stay tuned for our Educational/Member Survey and let us know what you need as you position your business for the new year. Through your input and feedback, we can really knock it out of the park in 2012!
Participate Online or in Person!
Even if you did not attend a CCRMS event or Webinar-- you can still participate online! UPCOMING EVENTS: CCRMS Quartery Educartional Webinar
Friday, May 18th, 4:00pm Eastern
(3pm Central, 2pm Mountain, 1pm Pacific)
ONLINE ARCHIVE:
- 2/17/2012: panel discussion with Susan Clark, Danielle Major, and Stacy Roach
Review of Online Meeting Options
What options to GoToMeeting are out there?
Top Secrets for Hosting Successful Webinar
25 technical tips on setting up
How to Give a Great ACT! Demo (live or online)
Tips on how to give a demo that closes the sale
ACT! on the iPad Update (iTract vs HHC vs ACT ala HTML5)
Advantages of each option
- 10/27/2011Pre-Perfecting ACT Sessions
Theme: “Improving your Proposals and Productivity”
Create Winning Proposals in Less Time
* in Word
* in QuoteWerk
* in Quosal
Build Your Own Vertical Solutions to Earn Money While You Sleep
Become More Productive (Using GTD techniques and other methods)
We've Got More Nuggets As Well: The nugget demos (presentations of less than 10 minutes) have been very popular, so we're offering a couple again:
ACT! Splash Screens that Make You Money
5 Ways to Get ACT! on your iPad
- 7/9/2011 – Summit – ACC Tips and Tricks; What you need to know!; Nuggets Presentations: Dashboards (Alan Lee); Constant Contact (Lindsay Garrison); iPad (Danielle Major); Freebies and Toolkits Presentation, Freebies.doc, Freebies Software Collection; (Susan Clark and Bob Kennedy); Reports Presentation (Steve Stroz); Phone Solution Comparisons, Smart Phone Comparisons. doc (Phil Woodcock)
- 5/20/2011 - Could You Really Use Smart Tasks? (Susan Clark)
- 2/18/2011 - Dashboards You Can Implement (M Scott Schaffernoth and Pat Egen)
- 1/14/2011 - Sage Small Business Information Services with Sage E-Marketing (Brandon Balsley and Chris Gordon)
- 11/4/2010 - Perfecting ACT! Event: Doing the ONE thing (Susan Clark); Top Internet Goals (Jamie Harris); Goal Setting (Stacy Roach)
- 8/13/2010 - Forms and Lists to Build Your Business (Susan Clark)
- 2/19/2010 - Marketing Plan Ideas for 2010 & Technical Tips on Customizing ACT! 2010; Customizing the Welcome Page Instructions (Allen Duet)
- 5/1/2009 - Project Management
- 2/20/2009 - Stonefield Query and MSCRM
***Webinar Archive - log-in at www.ccrms.org and go to webinars link to view past recorded Educational Events. If problems logging on email
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MEMBERSHIP PERKS:
- At least 4 “members only” education events each year, live and recorded. Topics are prioritized based on member survey feedback as to what you want to learn more about.
- Member Recruitment Program – we want to increase membership by 25% by the end of the year so . . . $50 off dues for each new member referral and 50% off for additional members from same firm. Referral claim must be made within 30 days of new member joining and subject to guidelines. Email
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to submit referral and for more program detail.
- Yahoo Newsgroup – ask questions, share knowledge, and collaborate, all within our own community! Take it a step further and form your own Special Interest Group and study something together. Email
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to sign up.
- Free Drip Marketing Letters. PDF soft copy is sent to new members.
- Customizable ACT! Quick Reference Card from Sage. PDF soft copy that you can customize for your clients is accessible for members through the LINKS tab at www.ccrms.org
- GoToWebinar – CCRMS has an account that we use for our Webinars that members can use as well. It supports up to 1000 attendees. Email
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to schedule use.
Click here to view all of the benefits of membership and download a membership application. |
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