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9 Ways to Increase CRM User Adoption Rates

A CRM is the hub of your organization, streamlining your business processes to increase productivity and sales. Most companies recognize the value of a CRM, and according to CRM Magazine, 91% of companies with 10 or more employees have a CRM. However, a study by Merkle Group Inc. found that CRM initiatives have a [...] The post 9 Ways to Increase CRM User Adoption Rates appeared first on The Scarpetta Group, Inc.. View the full article
 

20 of the Best CRM Integrations to Get More From FileMaker

A Filemaker-based CRM system is a powerful tool for managing relationships with customers, coordinating with fellow team members, and ultimately, helping to grow your business. Because it’s fully customizable, a FileMaker-based solution can include a variety of business tools, including: Contact management, with customer history and current status Project management, which includes organizing, prioritizing, [...] The post 20 of the Best CRM Integrations to Get More From FileMaker appeared first

Joe Scarpetta

Joe Scarpetta

 

Introducing Jarvis Thanos

Introducing Jarvis Thanos Do you have a client with too much historical and outdated data? Are you short on space for archiving data? How would you like to randomly remove half of the data in a snap? We have a revolutionary new product that can do just that. Jarvis Thanos is for you. It [...] The post Introducing Jarvis Thanos appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Learn Your Functions – LayoutObjectNames

Learn Your Functions - LayoutObjectNames How many of you have used the LayoutObjectNames function? If I’m being honest, I haven’t really used it much until the last year and what I have found is it is an awesome function to use. How does it work? First it requires the parameters for fileName and layoutName. [...] The post Learn Your Functions – LayoutObjectNames appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Daylite vs. FileMaker®-based CRMs — Which is the Better CRM?

With so many high-quality CRMs on the market, choosing the one that’s the best fit for your business can be difficult. In this post, we’ll be taking a look at two types: Daylite by Market Circle and FileMaker-based CRMs. Each offers a range of capabilities and the ability to scale for growth. But there [...] The post Daylite vs. FileMaker®-based CRMs — Which is the Better CRM? appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Cloud Availability and Price Changes for Award-Winning Jarvis CRM

Cloud Availability and Price Changes for Award-Winning Jarvis CRM™ Simpsonville, South Carolina - February 1, 2019 – The Scarpetta Group, Inc. is pleased to announce that their flagship product Jarvis CRM is now available as Jarvis Cloud™ as another option to get started with Jarvis CRM.  Pricing has changed to per user to be [...] The post Cloud Availability and Price Changes for Award-Winning Jarvis CRM appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

8 of the Best CRM Features That Will Grow Your Business

No matter the complexity of your business operations, it takes a lot to convert new prospects, deliver your products or services, and keep customers happy. A CRM will help you automate and streamline the tasks that are required to grow your business. But not all CRMs are created equal. A CRM that’s up to [...] The post 8 of the Best CRM Features That Will Grow Your Business appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best?

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 [...] The post FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best? appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

What to Look for in a CRM

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 [...] The post What to Look for in a CRM appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

4 Ways You Can Streamline Business Processes with FileMaker

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 [...] The post 4 Ways You Can Streamline Business Processes with FileMaker appeared first on The Scarpetta Group, Inc.. View the full arti

Joe Scarpetta

Joe Scarpetta

 

Celebrating 10 Years!

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 [...] The post Celebrating 10 Years! appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Using FileMaker as a Low-Code/No-Code Platform for RAD Development

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 [...] The post Using FileMaker as a Low-Code/No-Code Platform for RAD Development appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Why Use FileMaker® Instead of an Out-of-the-Box CRM Solution

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 [...] The post Why Use FileMaker® Instead of an Out-of-the-Box CRM Solution appeared first on The Scarpetta Group, Inc

Joe Scarpetta

Joe Scarpetta

 

8 Reasons FileMaker is the Best Platform for a Small Business CRM

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 [...] The post 8 Reasons FileMaker is the Best Platform for a Small Business CRM appeared first on The Scarpetta Group, Inc.. View the ful

Joe Scarpetta

Joe Scarpetta

 

FileMaker DevCon 2018 Recap

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 [...] The post FileMaker DevCon 2018 Recap appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

FileMaker Relationship Graph – Anchor Buoy 2.0 – “Bridge”

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 [...] The post FileMaker Relationship Graph – Anchor Buoy 2.0 – “Bridge” appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Announcing Jarvis CRM 5.0

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 [...] The post Announcing Jarvis CRM 5.0 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Perform Script by Script Name in FileMaker® 17

How does it work? Perform Script and Perform Script on Server were updated to allow selecting From list or By name.  From list allows selecting from scripts as normal. But By name allows you to specify a the script name using the Calculation Dialog so it will accept calculations for the script [...] The post Perform Script by Script Name in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

How to Create a Master/Detail View in FileMaker 17

One of FileMaker 17’s new features is the built-in ability to create a Master/Detail view.  A Master/Detail view uses a portal to display the Master List and some detail fields of the selected portal record for a  full view of the data. In the past, app developers would have created Self-Joins, Portal Filters, etc. in [...] The post How to Create a Master/Detail View in FileMaker 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Why Your Project Proposal for Your FileMaker Solution Matters

It seems obvious that the project proposal for your FileMaker solution is extremely important.  However, most clients think that it’s only important from a cost value. The truth is your project proposal does so much more than that. Your project proposal is the foundation for the entire execution of the project. So what types [...] The post Why Your Project Proposal for Your FileMaker Solution Matters appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Jarvis CRM, the Perfect Starter Solution

Finding a complete CRM and project management solution for your company can be quite the challenge when most solutions are too expensive, too hard to use, and don’t meet all your company requirements. Often, they’re slow, clunky and require your company’s adaptation to them. Imagine if there was a solution that navigated through your [...] The post Jarvis CRM, the Perfect Starter Solution appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

View and Set Script Parameters in the Button Setup in FileMaker® 17

One of the great new features in FileMaker 17 is a small adjustment from previous versions, but is a huge time saver! You can now view and set Script Parameters in the Button Setup in FileMaker 17. In previous versions, you would open the Button Setup, then click on the script icon [...] The post View and Set Script Parameters in the Button Setup in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Automatically Create Directories in a File Path in FileMaker® 17

FileMaker 17 has a new feature which allows you to automatically create directories in a file path if they don’t exist! In previous versions, you would have to trust users to pre-create the directory, use a plugin or use a system script to ensure that the proper folder was in place in order to export [...] The post Automatically Create Directories in a File Path in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

 

Show Custom Dialog Variables in FileMaker® 17

FileMaker 17 was officially announced last week, and there are some pretty cool new features to share. I’m going to highlight the Show Custom Dialog Variables, now updated for the use of variables or fields, which should be a time saver for you. So how many of us have been using global fields to enter [...] The post Show Custom Dialog Variables in FileMaker® 17 appeared first on The Scarpetta Group, Inc.. View the full article

Joe Scarpetta

Joe Scarpetta

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