A CRM is an important tool that can help you streamline your processes and boost profitability. A good CRM is flexible enough to adapt to whatever you need it to do: track which leads are converting to customers, automate tasks, learn which activities are driving sales, deliver better customer service, etc. All in an [...]
A CRM is more than a way to track sales. It allows you to see what types of leads are converting to customers, uncover what activities are driving sales, automate tasks, provide better customer service, and streamline your business processes to boost profitability. A CRM is the hub of your business, the tool that [...]
Your company’s profitability is tied to your efficiency. The more productive your business is, the more you’ll be able to do with the same amount of resources. Streamlining business processes is something that all successful companies are focused on right now. Thanks to advances in technology, companies can automate and reduce costs, simultaneously freeing employees [...]
A decade of discovery, inspiration, hard-work, and coffee. I remember the first time I had ever heard of FileMaker®. It was 1996 and I was sitting in the office at Cape Cod Life magazine with a list of instructions on to how to print the labels for a mailing list in FileMaker 2.1. I [...]
If you’re running a small or mid-sized business, you’ve probably discovered that the price of enterprise software makes you cringe. It often just doesn’t fit into your budget. You need to automate and streamline your business processes, but you don’t want to take out a loan to do it. On the other hand, if [...]
If you’re looking for a CRM solution to improve your company’s processes and productivity, you’re spoiled for choice. Capterra, a site that reviews software, lists over 400 products under the CRM category. And Gartner reported that in 2017, worldwide customer relationship management (CRM) software revenue overtook the previous leader, database management systems (DBMSs), making [...]
FileMaker is an easy-to-use and flexible platform for creating a CRM solution that’s customizable and cost effective for small businesses. It allows you to bring the many different components of the sales and customer service processes together under one roof. FileMaker gives businesses improved access to data and a more efficient workflow. Business owners [...]
FileMaker DevCon 2018 Recap FileMaker DevCon 2018 wrapped up last week in Dallas, TX . The conference was great to say the least. The Gaylord Texan resort was a new location for FileMaker DevCon. Everything was in a close proximity and it had a great lazy river. This year my family joined me. Leanne [...]
FileMaker Relationship Graph - Anchor Buoy 2.0 - "Bridge" Anchor Buoy is nothing new to the community and was a new concept when FileMaker 7 was released as a way to model the relationship graph to follow suit with the old school model of having multiple files from FileMaker 6 and earlier. Many years [...]
Jarvis CRM 5.0 The 2018 FileMaker Developers conference this year in Dallas, TX marks my 17th Conference in a row, over 20 years with FileMaker, and 10 years as a company. We have been exhibitors at the conference for the past 5 years and last year we won “The FileMaker Business Alliance Design Excellence [...]