Posted by Bob Walton on Tue, Feb 23, 2010 @ 04:06 PM
Our subscribers frequently ask us about what they can do to further increase the speed of BigContacts and other web based applications they use on a regular basis.
Based on these inquiries we put together a Web Performance Page on our website. This page will give you tips for tuning your browser to deliver a better experience for you while in BigContacts or surfing some other area of the web.
There are a variety of situations that can exist to create a slower web connection.
- The web browser you are using is slow and/or may have plug-ins that are causing issues.
- Your modem or router is experiencing trouble and may need to be reset.
- Your local internet connection can intermittently run slow.
- There could be an internet connection issue somewhere between you and our servers.
- Our application/ server could be temporarily experiencing unusually heavy loads.
One or more of these tips can improve your web experience:
- Upgrade your Browser
We support 4 major browsers, including: Internet Explorer, Firefox, Safari and Google Chrome. You can decide how fast you would like to surf the web by reviewing the browser performance comparisons on this new web page.
- Reset your router and modem
A browser is the engine that drives your performance on the web. We encourage you to take a moment to make sure it is tuned so that it will perform better for you.
You won't believe the extra "mileage" you can get out of a day with a properly tuned browser.
Posted by Bob Walton on Mon, Feb 01, 2010 @ 09:23 AM
We just released a whole new look for Web Based (CRM) Contact Management Software - "BigContacts 1.5".
This is new interface is one of many enhancements we will be implementing during 2010. We have solicited feedback from thousands of users over the past year and it is this "end-user" insight that will continue to drive our platform going forward. It is our mission to develop a software platform that speaks your language and fits around your business process.
Contact Management (CRM) Software has proven that it can improve productivity, streamline processes, and improve the customer experience. The challenge has been getting users within your company to successfully adopt the software in their day-to-day operation, as most systems are too complicated and are NOT designed to function and flow the way you think.
BigContacts 1.5 has taken a big step toward delivering Contact Management (CRM) Software the way you want it.
A few of the enhancements we made:
- New Navigation menu - We have created "easy buttons" for CRM
- Enhanced Contact List - With the click of a single button, you can pull up and begin sorting and filtering your entire contact list.
- Easier to send emails - With one click you can send individual or group emails to your contacts directly from BigContacts.
- Add/Edit Contact Information - enter all information from a single screen
Test Drive BigContacts for 30 days and see for yourself how we are changing the face of Contact Management (CRM) Software.
Register for an Introductory webinar and discover the 3 essential components to look for in Web Based CRM Software and how they will help you in your business.
Give us a call at 1-888-286-6578 and speak with one of our Business Consultants and learn more about how we can help you simplify your business.
Posted by Bob Walton on Sun, Dec 27, 2009 @ 12:07 PM
Before investing in Contact Management Software or Small Business CRM, you need to have all the facts. Most systems today come full of "bells and whistles" that are touted as essential to helping you in your business.
The reality is that many of these features may rarely get used if at all. On the other hand there may be certain features that are critical to your business. This investment requires a methodical approach to ensure that you make the right choice. Don't make your decision based solely on price or on features.
Consider what's important to you before making a quick decision.
- What are the minimum requirements for you business today?
- What are your growth plans and will this system allow you to grow without a significant $ investment?
- Is it easy-to-use; allowing you to get off to a quick start with all of your employees using it?
If you experience any trouble viewing this example of research, Click Here for a full size image of these tables. 
If you would like a comparison to any other Small Business CRM or Contact Management Software, Contact Us at 1-888-286-6578. We will do the detailed research and provide you with an objective and detailed report.
Posted by Bob Walton on Fri, Sep 18, 2009 @ 09:18 AM
At Big Contacts we offer a number of options for sending emails to your clients and prospects.
1) You can send and receive emails directly from our system without changing email providers.
2) You can easily filter a list of your contacts to send a group email.
3) You can create email templates complete with standard AND custom merge fields.
4) You can create automated email campaigns to deliver a message to clients and prospects.
Our system will store all of these methods/ modes of email directly in each contact record to make it very easy to track the entire history for each client or prospect.
That's the good news. The challenge, in the past, has been that (being a web based application) it was difficult for our users to simply copy and paste text into an email or email template and properly format all the text to the same font, etc. With this new text editor, you now have the option of pasting in plain text or pasting directly from a Word document.
We have just released one of the latest Email Text Editors on the market today and we hope you will like it.
Here is a preview of that the new toolbar looks like and how you can use it. We encourage you to get in there and click around to discover all of its great new functionality. The editor is so new, that we have yet to create the user guide. This will be coming in the near future, but we hope you will find this new toolbar and its functionality so intuitive that the user guide is not needed.
The Toolbar is the area in email editor where you can activate most of the editor features. Each button in the toolbar access a different function. There are simple functions for basic text formatting and more advanced features like creation of links and tables.
To use the buttons in the toolbar you must move your mouse pointer over the button. The button will highlight and a message with the information about the button function will appear. Click on the button to execute its function. With more experience you will have full control over all email editor features and you won't have to read the description of the buttons. You will just use them intuitively.
Besides the toolbars buttons there are also toolbar combos (drop down boxes). The combos are the white areas with a little arrow on its side. They can be easily accessed by clicking on the white area or the little arrow. Once clicked the menu will expand so you can choose from one of its available options. To execute one of them, simply click on it.
Special Note: We have had many requests from our users to improve the spell checking capability for emails. You asked for it, so here it is. Note above in the toolbar we have highlighted two functions.
The spell check button highlighted in green will allow you to spell check on your command.
The spell check button highlighted in light blue will allow you to enable "SCAYT" (Spell Check As You Type). This is a great feature as you will get instant feedback as you are creating your email document.
There are so many new features available to you now. We encourage you to look around, try it out, and send us emails with any questions or feedback you might have to support@bigcontacts.com
Posted by Bob Walton on Fri, Sep 18, 2009 @ 09:01 AM
One our primary goals as a software service provider is deliver a very intuitive, easy-to-use application for our subscribers. One way we accomplish this is through the concept of our "Contact Dashboard" .
We are one of the few Contact Management (CRM) companies that presents all of your contact history in a very organized manner on a single screen. Putting all of this information on a single screen makes it that much easier to manage your client and prospect relationships as you have everything you need at your fingertips.
Having said that, we realize that all of this information on a single screen can create limitations in other areas. You have told us that you would like a larger, more detailed view of the calendar. The calendar view has been limited to a width of about one-third of the right hand side of your screen. This was done in order to accommodate all the other information we are presenting to you on this dashboard.
We are at the very beginning stages of designing/developing our next generation platform - "Big Contacts 2.0". In the process of this development, we will begin to present you with new and improved designs within the system. This Friday we will release a few small, but helpful enhancements to the calendar.
Expandable Calendar View
From the Contact Dashboard, you will click to expand the calendar folder as you have always done, but you will now notice a new link in the upper left hand corner called (full screen calendar). This link will allow you to expand the calendar to a full screen view.
One of the biggest benefits to this expanded view is that you will now be able to see details of your meetings and your team members' meetings when in the "31" of "31 Group" views.
After you are finished working in your calendar, simply click on the same link in the upper left hand corner (restore calendar) and you are now back to the normal dashboard view to continue working on your clients and prospects.
Meeting Reminders
Another requested enhancement to our calendar is meeting reminders. With this release you will now have meeting reminders available to you.
Each user on the system will determine whether or not they want the meeting reminder activated - based on how they personally prefer to handle their meetings. The user will determine three things in their setup:
* Do they want the meeting reminder feature on or off?
* How far in advance do they wish to have the system begin reminding them?
* Do they want the reminders to repeat?
(The system can be set to as little as 5 minutes to as long as 120 minutes in advance.)
After these settings are determined, the calendar will "default" to this configuration for every meeting that is scheduled, UNLESS you choose otherwise. When scheduling a meeting you will have the option to adjust any of these three settings.
For example, you may NOT want a reminder for certain meetings. Or you may want to be reminded further in advance for one meeting or another. And finally, you may not want to get a repeating reminder for a certain meeting.
(Please note: repeating reminders can be stopped at any time by clicking on "dismiss" in the upper right hand corner of the reminder itself.)
PLEASE NOTE: As we design the 2.0 platform, we want your continued feedback. On the "Contacts" tab in the left hand column under the tools section, we have a "Send Feedback" link. We need constructive insights from subscribers like yourself in order to make this the best Contact Management (CRM) platform in the industry! Please send your suggestions and ideas and we will work hard to implement ideas all that appear to add value to our broader subscriber base.
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Stay tuned for more great things to come!
Posted by Bob Walton on Mon, Aug 17, 2009 @ 01:39 PM
Over the past few months our clients have asked for more security features within our system. The primary concerns were centered around the fact that anyone in their company could go in and make changes to contacts without management knowing or approving this.
We're listening and have recently implemented some additional security measures for your account with BigContacts-Web Based CRM Software.
You now must now be and "Admin" on the system to perform a number of functions that were previously open to anyone. Following is a list of what we have enhanced for security purposes.
1) The Marketing Tab - only Admin users will be able to access this tab. A note will pop-up letting the user know that they must get with the admin of the system to make changes to this area.
2) The Contact Tab - the following links, are only available to an "Admin" user. These links are no longer visible to the non-admin user.
- Export Contacts
- Import Contacts
- View Task Manager
- Contact Table
- View Reports
- View Sales Manager - any non-admin person will ONLY see their sales opportunities when they select this. An admin will see the sales pipeline for the entire company/ team.
- Recent Activity - any non-admin person will ONLY see their activity when they select this. An admin will see activity for the entire company/ team.
3) The Reports Tab - the following links, are only available to an "Admin" user. These links are no longer visible to the non-admin user.
- All Sales Reports
- All Outstanding Tasks
- All Outstanding ToDos
- All Completed Tasks
- All Completed To-Dos
- All Data Export Reports
Posted by Bob Walton on Thu, Mar 19, 2009 @ 01:21 PM
Over the past few years, BigContacts has evolved from a Contact Management System (Small Business CRM) into something much more.
We realized that today's top CRM systems were evolving to include elements of Sales Force Automation (SFA), allowing company's to effectively target and manage larger pools of prospects.
But we felt that there was still something missing in this equation. The foundation to any business that ensures things get done are the processes or work-flows that a company establishes. This is true whether your serving existing clients or going after new prospects.
These processes set the stage and ultimately determine the entire flow of activity and level of efficiency within your business. You could go to great links to develop and articulate these processes, but you need a way to effectively keep score. How well are you serving your clients? Where are the weak points in your business? Who’s delivering on the promises you make to your clients and prospects and who’s falling short? Our system incorporates a discipline we've talked about before and that is Business Process Management (BPM). This discipline, coupled with technology can truly help you streamline your operations and ensure that your business operates as efficiently as possible. Feel free to call one our Account Managers if you would like to learn more about this tool. It's included as part of our core service at Big Contacts, you might as well take full advantage! 1-888-286-6578 Ext. 701
Well, this is where we are today, but we feel that our work has just begun. Our mission is to deliver a platform that has all of the essential tools that you need in your business that will make your life easier and put more money in your pocket. It's that simple. Everyday we ask ourselves how we can harness technology to deliver real value to you in your business. Late last year we even surveyed our growing subscriberer base to find out what you felt would make this a better application for your business.
We learned alot from that survey and we have listened! Below is a preview of what we have coming within the next few months. As you will see there are a number of great new features and tools that we hope truly will deliver on our mantra and that is to give you:
More TIME to spend in front of clients and prospects
- More MONEY as a result of satisfied/loyal clients and more targeted selling efforts
- More CONTROL over your business and personal life
What's coming the first half of 2009?
PLEASE NOTE: All system enhancements listed below will be available to you at no additonal charge to our currently low prices.
In March we unveiled our new Client Support Center. We offer several new self-help tools like our new knowledge-base that contains dozens of frequently asked questions, downloads for the system, and dozens of 30 second feature videos that can walk you through a quick overview of how any feature works. We asked ourselves "Why stop there", so we now offer LIVE Chat Support (M-F 9am - 5pm EST) to give you instant feedback to any questions or issues you may have.
Two-way Outlook Synchronization plug-in . This plug-in will be something that a user will download from our site, and you will now be able to keep all contacts, and calendar events synchronized. Any work that you do while offline in Outlook will automatically synchronize to Big Contacts the next time you are back online.
New Marketing Module. This will replace the “Auto-Pilot” tab and create an entire marketing suite for you to use to stay in touch with your clients and to more effortlessly and effectively market to your prospects. This new module will include:
- Our Current Sales Pipeline Drip Marketing Manager
- A New Email Campaign Manager complete with reports and analytics that will integrate directly with our system and feed campaign data directly to each contact record.
- In a future release (later in 2009), weoffer a complete Direct Mail Campaign Manager. You will be able to develop a number of campaigns using any combination of these direct mail pieces (Postcards, Letters, Flyers, Certified Mail, and Booklets)
GREATLY Enhanced Business Contact Record. This new contact record will allow you to create a business contact record and then add as many individual contacts to that contact record as you like. As a matter of fact all communication/ history in that contact record will be organized by individual contact so that you will know who you spoke to, about what and when.
iPhone application, and later this year a Blackberry application will be released on the newly formed Blackberry app store that they are calling "Blackberry App World". These applications will give you true mobile office capabilities. For more information on what you will be able to do through this new application, feel free to give us a call at 1-888-286-6578 Ext. 701.
Enhanced Email Module. Enhancements will include advanced features that will ensure proper identification with email providers to prevent being categorized as a spam, and the ability to reply directly to emails from within the Big Contacts application. All this will allow you to easily maintain all email history within each contact record.
Enhanced Calendar. We will be moving this to its own tab so that we will have plenty of room for enhancements. Enhancements will include better, more detailed calendar views, customizable alerts and alarms, customizable reminders for the prospect and client via email and text message.
Enhanced Reports Module. We will be adding more data fields that can be searched - with the goal being that we have all fields in the database in the reports area where one can search. We already allow you to set up your own Custom reports, and now you will be able to set up a delivery schedule for reports that you wish to periodically generate. These scheduled reports will run in their appropriate intervals and will be directly emailed to your inbox for your review.
As you can see, we are working very hard to deliver the most functional platform in the industry. We hope you find that these latest additions will make a measurable difference in your business.
Here's to a great 2009!
Posted by Bob Walton on Wed, Jan 21, 2009 @ 10:59 AM
We've all heard the expression "work smarter - not harder". This could not be more important than during an economic slowdown like the one we're currently experiencing. With the proper application of it's resources, your business can be more strategic in enhancing your client experience and deepening relationships with existing customers.
According to a study released by Forrester Research, an increased emphasis on business value will see companies focusing on customer retention and creating better solutions to support customer facing processes.
It is not enough to ensure business value in the new projects, enterprises will begin focusing on customer retention instead of customer acquisition to stay afloat Forrester predicts. "During an economic recession, sustaining revenue growth - or forestalling revenue erosion - becomes even more critical," the company wrote.
But customers are getting harder to win and keep, Forrester said, and the solution is improved customer experience. "Good customer experience is highly correlated to customer loyalty," Forrester said.
During these tough times, businesses usually look at how they can reduce operational costs. There are many approaches that businesses take, but one of the first ways businesses try to cut spending is through their IT budget. This makes companies less likely to spend money on new software or make needed upgrades to their current software. This can save money today, but could cause problems in how they manage their business and their customers.
CRM Software can provide companies with the tools needed to effectively manage the client experience and deepen relationships with existing customers. While cutting or postponing in some areas of IT may make sense, it would be wise to re-visit your existing CRM strategy. Does your company consistently deliver the client experience they are looking for? How are customers reacting to this experience? What do you feel you could better in order to deepen relationships and retain clients?
Investing in the right CRM can mean the difference between retaining or losing clients. There are many tangible benefits that the right CRM can deliver in your business.
- Provide more efficient work-flow or Business Process Management (BPM)
- Improve the customer experience through better organization of key client data
- Improve the accuracy of work from employees to ensure nothing falls through the cracks
- Improved reporting to track company performance and ensure service standards are being met
Traditionally, some software solutions have proven to be a very expensive undertaking that can require alot of time to implement. Time and money are two commodities that most businesses lack in times like these, so how can you accomplish all this with less money and implement these tools very quickly?
A solution to these challenges that many businesses are finding is software-as-a-service (SaaS). This form of software allows businesses to take advantage of the tools they need today without large investments of time or money. SaaS CRM can be very inexpensive, very fast to implement, and very effective in helping you better manage your business.
Finally, another aspect of SaaS CRM that can be so appealing in a down economy is the ability to add new functionality to the system WITHOUT capital expenditures. Your business can remain current with the latest software and hopefully ahead of your competition due to the wise choice you made to more effectively utilize your current resources and invest in a platform that will grow with you.
Posted by Bob Walton on Tue, Oct 07, 2008 @ 09:51 AM
Over the years too many software applications have been written from an engineer's perspective and fail to adequately take into account what the end-user wants or needs. This approach to designing things in the "lab" can result in applications that are difficult to learn and manage.
At BigContacts we have a singular focus on developing leading edge technologies that are easy to use and provide meaningful solutions for our end-users. We work hard to make this attention to detail very evident in everything we offer. One thing we don't always do well is to properly highlight features and functionality that we have built into our Contact Management System that make your life a little easier to manage.
If you're looking for new Contact Management Software but aren't quite sure how to get your contacts out of your current system and import them into a new platform, we have offer a very effective solution for you. Our Import Wizard provides step-by-step instructions for exporting your contacts from some of the most common Contact Management, Small Business CRM and Sales Force Automation Platforms in the industry.
Once the data is safely exported from your current application, you will then utilize our mapping tool to ensure that you contact data fields find their rightful home in the new system. Big Contacts goes beyond the standard data import. In addition to mapping all of the "standard" data fields, you can now import any "custom" fields that you may have created within your current system. You won't have to worry about a loss of any Contact data when importing to our system.
For those of you that currently use ACT!, we now have a solution for you too!
ACT! is one of those programs that makes is very difficult for you to get your history out of their application and into a new contact management system. We can help you with this as this is part of what we offer in our Custom Data Import service.
Finally, if you wish to import your entire contact history from any of these applications, (notes, meetings, email) our Custom Data Import service will ensure that you capture and properly organize this data as well.
For more information on this, or any other questions you might have, give us a call at 1-888-286-6578. We're here to help!
Posted by Bob Walton on Mon, Aug 11, 2008 @ 10:34 AM
The CRM industry has historically been focused on managing customer data. But how can we better use these systems to focus on our clients in an effort to generate more profit and growth? We must further leverage the technology to manage our customer/ business processes. Doing so will allow you to deliver a consistent and reliable experience to your clients. This client experience often is the only real way to differentiate yourself in a very competitive market.
There is a growing movement in the CRM industry focused on the concept of Business Process Management
The Wikipedia definition of a Business Process reads like this:
A business process is a collection of related, structured activities that produce a service or product that meet the needs of a client. These processes are critical to any organization as they generate revenue and often represent a significant proportion of costs.
Big Contacts has addressed this need and delivers two easy-to-use process management functions.
- Sales Force Automation (SFA) - The "Autopilot" module of our system can literally put most of the activities in your sales cycle on autopilot. With the click of a few buttons you can quickly and easily define multiple tasks that will automatically trigger as a prospect or client moves through each stage your sales pipeline. You may want to generate an email to thank someone for a meeting. Maybe you want your assistant to send a personalized letter and you want to ensure that you are reminded to make a follow up call a few days later. You can create automated functions that will be performed without fail and stored within the contacts record to ensure a complete history of activity. All of this is managed from a single dashboard within the system.
- Client Relationship Management (CRM) - Within every business there is certain set of tasks that must be carried out on an on-going basis to ensure that your business operates smoothly and that you have satisfied clients. The challenge is to effectively manage all of these tasks and to monitor them to ensure they get done correctly and in a timely fashion. Our system allows you to easily create a library of all the tasks that are performed within your company. Most tasks involve multiple steps and often times can involve multiple people within your organization. You simply create a task, designate all the steps involved within the task, and assign each step to the correct person within your organization. It doesn't matter whether each step within the task needs to worked on at the same time by multiple people of whether each step must be completed by a person and then handed off to the person responsible for the next step within that task, the system will reliably coordinate and hand off tasks as you have designed them to work.
Finally, you can establish service standards by defining the time each task and each step within that task should take to complete. The reporting capabilities within our system allow you to monitor all activity and determine where things may be breaking down and where the service standards within your company are not being met.
For more information on how these very powerful modules can work for you in your business, you can visit us at Big Contacts and click on "view a fully populated demo" on the home page or feel free to call us at 1-888-286-6578 Ext. 701