Australian Government National Disability Insurance Agegency suffers extended CRM issues

Originally on by Justin Hendry

The Department of Human Services will upgrade network components underpinning the National Disability Insurance Agency’s CRM following a fortnight of “intermittent” issues.

The work, scheduled over the weekend, was prompted by an “increased level of outages” of the system over the past couple of weeks, the insurance agency’s deputy CEO Michael Francis told a senate estimates hearing.

The SAP CRM is one of the agency’s core business systems. DHS is responsible for the National Disability Insurance Agency’s (NDIA) technology environment.

The agency has offices in 14 regions across the country.

Francis was unable to say just how widespread the issues were, but said there had “not [been] a solid period of outage”.

Recently appointed CIO Ian Frew or other senior IT staff were not present at the hearing to answer questions.

But a statement provided by NDIA’s office of the CIO said it was working with DHS on this issue.

“The issue is believed to be caused by [Microsoft] DirectAccess 2012 and an associated software-based load balancing process,” the statement said.

DirectAccess is a remote access technology that is built into Windows Server.

“DHS are in the process of replacing this platform with DirectAccess 2016 and a hardware-based industrialised load balancing process,” the statement continued.

“This will provide greater capacity as well as more visibility of the workload.”

Francis said configuration of the upgraded network software would take place over the weekend, with testing to be undertaken on Monday June 3.

“If user testing is successful DHS will transition an increasing number of DirectAccess connections into the new platform,” he said.

“This should take pressure off the existing platform, which will further improve overall connectivity.”

Spending On CRM Apps Predicted To Soar In 2018

Posted by Louis Columbus of

59% of technology C-level executives said they plan to invest more with Salesforce on integration projects following its acquisition of Mulesoft.

Sales & Marketing are the top two spending priorities in SaaS, suggesting that demand remains strong for Salesforce (NYSE: CRM) and ADBE (NASDAQ: ADBE).

– 76% of C-level technology executives expect budgets for Microsoft Business Intelligence (BI) and analytics tools to increase the most in 2018, leading the category.

– 39% of C-level technology executives said they plan to initiate investments in Blockchain in 2018, and 34% are currently evaluating it/doing a proof-of-concept. That amounts to a very high 73% of technology C-level execs exploring Blockchain.

These and many other fascinating insights are from two research notes from Cowen published on May 29th, Cowen IT Spending Survey: Positive Momentum Continues and Takeaways from Cowen’s IT Spending Survey On Apps, Database, and Analytics (both client access reqd.) The Cowen IT Spending Survey was conducted during April & May 2018. It’s the largest the firm has ever completed, interviewing 157 senior IT professionals across key industries with material IT budgets. Respondents are limited to senior technology professionals with roles including CIO (31%), CTO (27%), Chief Data or Digital Officer (4%), and Senior IT Management (38%). In aggregate 62% of total respondents are in technology C-suite roles.

Industries represented include Communications & Media (34%), Financial Services (24%), Healthcare (10%), Consumer Packaged Goods and Retail (8%), Auto & Manufacturing (4%), Business Services (4%), Energy & Industrials (4%), Real Estate (3%), Food & Beverage (1%); and Other (6%). Please see pages 9 and 10 of the Cowen IT Spending Survey: Positive Momentum Continues and Takeaways for additional details on the methodology.

Key takeaways from the study include the following:

Sales & Marketing are the top two spending priorities in SaaS, suggesting that demand remains strong for Salesforce (NYSE: CRM) and ADBE (NASDAQ: ADBE). Cowen sees this as indicating companies are continuing to invest in front-office applications to drive customer-facing digital transformation initiatives. Cowen found technology C-level execs are most increasing their spending this year on Marketing, Service and Sales-related SaaS projects (all of which are in included in the CRM category of the survey). CRM is far and away leading all budget growth priorities in 2018. Salesforce Automation (SFA) moved from 3rd in the Cowen December 2017 survey to 1st in this one. Cowen found that technology C-level execs continue to place a high priority for innovation on front-office applications, particularly Sales & Marketing, with the goal of digitally transforming their businesses to sharpen the focus on top-line revenue growth strategies and plans.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
59% of technology C-level executives said they plan to invest more with Salesforce on integration projects following its acquisition of Mulesoft. Cowen’s survey analysis found that the 59% of technology C-level execs will invest more with Salesforce is over 2x the 28% who said they plan to emphasize continuing the use of 3rd party tools for integration needs. APIs and integration tools are becoming increasingly important as enterprises build next-gen application architectures and integrate various cloud-based and AI-based services, and Salesforce is now in a position to capitalize on this with the acquisition of Mulesoft.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
76% of C-level technology executives predict budgets for Microsoft Business Intelligence (BI)/Data Visualization analytics tools to increase the most in 2018, leading the category. Microsoft continues to dominate the BI/Data Visualization landscape with the company at the top of the list in each of the enterprise software surveys Cowen has conducted since May Cowen credits Microsoft with the advances they have made in key category products including their traditional BI stack platform (SQL Server), Azure Services and their interactive data visualization product, Power BI. Amazon’s AWS Quick Sight is in 2nd place, with 52% calling it a top investment priority up from 37% in the Cowen December 2017 survey, and 12% in the firm’s May 2017 survey.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
Cloud-Native Databases and App Integration remain the highest priority in Data Management with technology C-level execs in 2018. 38% of technology C-level executives (up from 36% in the December 2017 survey) prioritized Cloud-Native Databases as a top spending priority. 35% (down from 47% in the December 2017 survey) highlighted Cloud API/Application Integration tools as a top spending priority to enable greater revenue growth in their companies. Cowen believes demand for Cloud API/Integration tools will continue to be strong as enterprises build next-gen application architectures and integrate their diverse cloud-based and AI-based services. Salesforce is now in a position to capitalize on these market dynamics due to their acquisition of Mulesoft and the opportunity to bring greater contextual intelligence and insight into every customer interaction and relationship.

Cowen IT Spending Survey: Positive Momentum Continues and Takeaways
Microsoft and IBM are preferred vendors by technology C-level execs for machine learning and Artificial Intelligence (AI) applications with Salesforce gaining ground in 2018. 33% of technology C-level execs indicated that Microsoft is the vendor they would be most likely to work with on machine learning and AI projects in 2018, overtaking IBM who has dropped in the Cowen survey. Salesforce jumped to 3rd place to 5th overtaking the Google Cloud Platform (GCP) and Amazon Web Services (AWS) with 14% citing the public cloud leader as their preferred vendor for machine learning and AI. Cowen finds these results track perfectly with their recent partner survey, 1Q19, Preview; Expect Solid Quarter; Survey Shows Very Positive Reaction to Mulesoft.

Planning your CRM Implementation

Getting Your Processes In Place

Transcription of the following video.

The next thing I go on about which you all need to do before putting a CRM system in place, even if you do it on a scrap of paper or on a serviette, is to put something down in writing before you implement the system. It’s far more cost effective to have a plan, for example you would have a plan of the house you are going to build. Then question it. Is that where I want the windows; is that the type of flooring I want; is that the type of roofing I want. You do this prior to actually building the house. Once you start and have layed the concrete, once it is down it is very difficult to dig it back up. Once you decide you want the electrics in that place and they’re run through the ground, it is very, very difficult to go back in and change it all.

It’s exactly the same with a CRM system. If you have decided to set it up in a certain way – yes you can go back and change it. But it much harder to go back and do that if you make a mistake in the first place. What you then do is what I call build a skeleton. You will see me doing this all the way through. I build customer relationship management systems, so I don’t necessarily do copy. People like Gemma do copy. Gemma will have seen me build up a system, the skeleton and then you go and put the meat on the bone.
For example: this is the seven part auto responder. It’s got four or five sentences in it. We can set that up and get it going and then we can go back and add to that later on. We want to get it up as fast as possible. So for instance Linda if you are selling something on Perth Business Websites, for the new service you have you might just want to get something up and going and go back later and add to it and add to it, etc. We all know we are going to change everything all the time!
Once you have the right process in place, you have mapped it out, it is much easier to do it that way, than it is to put things in that have to take bits out. I’d always recommend: put your plan in place; the question it; build a skeleton; then put some meat on the bones. That’s what we are going to do later on.

Infusionsoft CRM for Small Business August Update

This is the video and transcript for the Infusionsoft CRM for Small Business updates

Simplify and Connect – August Release Notes

We listen to our customers, and have improved the following software features.
0:00 – 2:56 – feedback from customers, Partners, and Infusionsites
2:56 – 3:48 Learn how to convert all old templates to the new responsive and easy to work with version
4:54 – New Features in this update

5:32 Campaign Builder Navigation

Get right to work with streamlined Campaign Builder navigation
Campaign Builder navigation has been refreshed.
Updated, modern look and function
Prominent, noticeable Publish button
Modern, easier-to-understand “breadcrumb” navigation replaces clunky “Back to campaign/list” buttons
New Actions button replaces confusing “Campaign” button

7:32 Invoice & Quote Updates

Make it simpler for your customers to pay you with modern, personalized invoicing and quotes
Updated look & feel, including updated international tax information
Expanded default setting options for both Invoices and Quotes
“From” Email Address; Email subject; Email body; Email closing
Terms & Conditions on Invoice or Quote page
9:20 – International tax settings to enable compliance with local tax laws in the US, Canada, UK, Australia, and New Zealand

11:10 – Contact Record

Connect in context. See each customer’s local time, language and weather so your team is ready to make a personal connection from the start.
Automatically capture a contact’s international time zone & language* any time they complete an Infusionsoft form or make a purchase through an Infusionsoft-hosted page
*Languages currently included are: English, Deutsch, Español, Français, Português

Customer Problems Addressed

– I already worked on several campaigns before I realized I could click on that button to find all these other options. It’s hard enough to figure out my marketing without things being hidden in plain sight.
– I clicked the Back button, because that’s what I’m used to doing – but then some of my work was gone. I forget to click “back to list” all the time because I can’t get to the regular menu.
– I can make my emails look clean and modern but my invoices are left looking old and outdated, not to mention that I have to go through a cumbersome process to build templates in order to make simple wording changes.
– It is so painful for me as an international Infusionsoft user. I have to make all kinds of manual changes to calculate taxes so I’m in compliance with my local government requirements. Not to mention that it’s irritating to not have access to global time zones on my contact’s records or even know what language they speak!

If you’re a SMB Don’t get fooled by Facebook’s new Branding ads 

Sorry to be grumpy but when I see an advertising company, which is what the company Facebook is, not the thing, I get annoyed.

Basically branding for small to medium sized, and even massive, companies does not work in 99% of cases. There is no proven repeatable system out there that shows you how to brand and make a return. None. Stats prove most consumers can’t remember branding. Good ads yes branding no. 

If branding did have a “system” that worked there would be a que of sales reps outside your door saying you need to implement the “whatever branding series”.  

Unlike something like a “dunning letter series”  where you use a seven step system of letters to pull in bad debts,  that has a known outcome based on proven, tested and repeatable systems. 

Branding, however, is full of fluff (actually a branding word used in law) and bubble – like, “oh your Pantone color is so important”, “your ads must have lots of white space” and “let’s sign the contract and go out for a chai latte”. Yea right. Let me give your a tip. When dealing with a Branding company ask for a scheduled ROI against which you will pay their bills and watch the blood drain from their faces.

When they say, and they will, nobody does that. Well point out that literally since they built the pyramids that is how builders are paid. Building work is done, a quantity surveyor surveys the work and works out the payment due in stages and then the payments are made. Simple.

Now I’m not saying good images, good copy, the use of professional video, having a code of company colors and fonts and placing you stuff in the right places is not good. I’m saying they are not what you should focus on. Or over pay for.

Branding as an outcome of direct response is fine. But as a small to medium sized business every penny counts and I challenge anybody to give me a good ROI on branding.  I’ve asked hundreds of CEOs to do so and never had one “show me the money”.

And here is the rub. When you get on this branding band wagon its like the “King has no cloths fable” you keep taking the cool aid and buying the invisible clothes until some little punk, normally a small agile competitor, shouts “he’s got no clothes on” and nicks all you business. 

Here are one or two examples of this in everyday business.  

Oh we need a beautiful looking email/newsletter template. Then spend hours getting just right. 

Trouble with that is. No proof, in fact the opposite. That fancy email template do nothing to help you get recognition or sell anything. Also they are annoying to read on a mobile and often get stopped by spam bots. Whereas a plain, simple, short and well worded email get great results. 

I see this happen all the time and I just put it down to ego. Some person wants their email to be beautiful thinking that is best for the reader. Well it’s not it’s just your ego. 

Adverts. We want a beautiful ad with beautiful pictures and lots of white space and glamor.  See them all the time and they suck at selling or making clients react. And by react I mean buy something. 

Whereas well written text intensive ads with great before and after pictures, which any company should have, and a call to action like ” call now limited stock” work brilliantly.  

I used to work for yellow pages. We had a system that tracked phone calls to ads. Every year the graphic designers would get their prizes for the best ad. Always beautiful one page $75,000 one. 

Trouble was when you looked at the call rates. Which is where the business comes from. In bound client calls. The small say quarter page text intensive ad with before and after and call to action got about 8 times the number of calls than the big “ego” ad.

When I pointed that out to management I got told to say nothing. Problem is over time those big ego ads got cut. Rather than go for better text intensive ads clients just stopped using yellow. 

For proof you only have to see what has happend. Google Adwords which only have about 147 characters of space and is used by millions of small business has made Google one of the biggest companies in the planet and still growing. 

Yellow pages around the world have all shrunk in size, got much smaller ads and now almost all mandate you put a track able number in then so they can prove value. 

If branding worked then Google’s main revenue would be banner ads and side bars. It’s not, it’s is so small an amount of their revenue I can never find it reported. 

So please please please. Focus your valuable time on the copy, building your list, engagement and cut back on the “branding” cool aid. I know it might make you feel good and all those well meaning never been in business themselves “here’s my free advice” think it’s good. But “the king is wearing no clothes” when it comes to SMe branding.

If you sell online then take note of this Alibaba article

Article in Australian by Glenda Korporall. 

States that Australian goods made up fifth biggest group of products sold online into China Not sure where USA, NZ ,U.K. Or Canada ranked but would be up there. 

But if you want your goods sold over there then you need to act.

Bringing that back to CRM basis. Sell you products (entry level) on Alibaba and then deliver sales materials in packaging to client. Totally ok. I used to do this with EBay. Following Andrew Lock’s lead system. 

Basically sell products to get a client. They (%) follow the sales material in the package you send and get onto your database. Them sell them more. They are then your client as well as Alibaba’s. You can do this on eBay and Amazin. The great thing is you first interaction is a new client giving you money:)

N.B mostly I also sell the bigger thing on the platform as well if I can. This system busts allows you to market that to them rather than a third party.

Amazing study on relevance of links in Google Ranking

This is a must watch video and read the study.

In short it shows/proves links and high quality links are one of two factors that drive your google Seoul. The other is quality content.  

Nb as I’ve said for years it’s always content , content and content. Text content, image content and video content. Delivered at the right time, I.e don’t talk about valentines at Christmas. Properly indexed. Yes that dies mean adding title, description, meta tags, alt tags and transcriptions and now structured data to your content.

Plus links 

See their video here they link to the study if you want the full mind bending stuff.

Structured Data Video on an OptimizePress Blog Post

Structured Data Video on an OptimizePress Blog Post


If you are looking to get yourself a copy of OptimizePress please us my link below.

Any if you need a demo of Infusionsoft please use

In the demo I talk about how putting the structured video code seems to help the SEO of the main video.

The steps are grab the code, change the bits of info as the video. Description, URL for Video, Thumbnail URL, time of video, date of upload and the number of views. All easy to get off Youtube.

Hope you find this of use.

Please subscribe, comment and share.

Regards George


<script type=”application/ld+json”>
“@context”: “”,
“@type”: “VideoObject”,
“name”: “One Truth 818 Anti Ageing Skin Serum”,
“description”: “ Actor Katherine Kennard talks more about her year using One Truth 818 Anti Ageing Skin Serum.
So I am going to talk to you about One Truth 818 Anti Aging serum for about 6 months.
I liked to say about how happy I am about the Product.The main reason is the last two jobs that I did. Which was the first day that I used it. I was having rashes around my eyes. An issue I have had for the past two years.I know it is an internal issue, but I believe the One Truth has strengthened the skin around that area. Also I am no longer getting these rashes. And I could not be any happier!I really enjoy using the product. In the summer time I put a little around me eyes and loads around my neck and this area.I also put it on my hands. I am turning 45.I will not put it underneath Sun screen as that is a little too much.
I put a little on during the day on I put it on during night time.Either way its worked really well. In winter time I was putting it underneath other stuff.I now feel confident to put it on and go out with out any make up.My skin and I have had major issues all my life and so to be 45 and walking out feeling confident about my skin is Huge.Thank you to the guys at Chase – Chris and Rachael and I recommend it to everybody.
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Plumbers and Gasfitters CRM

Plumbers working on their own need just to look at a very simple CRM. However anything that uses a booking system and company contracts for service and maintenance should seriously look at using a good CRM system to maximise sales and minimise their costs.

Keeping client records and photos of installations of the installations and quotes for new equipment and then follow up is a great way to greatly increase the profit from a plumbing business. As well as cutting costs by knowing what was installed and needs to be fixed under warrantee or not.

Infusionsoft is a great sieve for this and can be used to track all types of information running through the business such as jobs, diary, email, client notes payments and other data. Clients can also be put into customer follow up campaigns and customer satisfaction surveys.

For a demonstration I recommend jumping over to their site and requesting a demo. Always best when doing this to have a clear clear idea of what you want out of a system. Such points as how many clients you have on record, what is your sales process like now and how do you want that to change. For instance from ad to phone call to quote then sale – changing to – from website or social media to online sale to phone confirmation of arrival time and then customer follow up and maintenance contract.

You can ask for a demo by following this link Plumbers and Gas Fitters CRM Demo

Infusionsoft Sales Forms with PayPal and Multi Currency

Many Infusionsoft users and small businesses want to sell products from their CRM. Using sales forms is one way. Fast and simple without need to set up a whole shopping cart.

Some also want to sell the same products in a range of currencies. If you are US based you may want to offer CAD and UK Pound. So on and so forth.

With the normal set up in Infusionsoft and some other CRMs you can only do one using their set up with Paypal. This video shows you the work arounds to do Paypal and multi currency with Infusionsoft Forms.

First if you have Paypal set up in the Ecommerce, Payment Types area of Infusionsoft and you want to do this then you need to turn the option off. First save all the info like the API key etc. Just in case you want to revert.

In the Product description of the product or the Product HTML outline what currency you are charging in.

Here is the code I promised in the Video – cut and paste it into the Footer HTM area of the sales form and change the paypal url, the picture url although the one there will work and change the alt tag.

Please post any comments below on this video

<h3>Or Pay With PayPal</h3><br>
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<img border=”0″ alt=”Paypal One Truth 818 Anti Aging Serum 50ml” src=”” width=”358″ height=”159″>