Five CRM Commandments
Having written numerous books on ACT! software I frequently receive phone calls from strangers that go something like this:
“We purchased ACT! a few years ago and it’s just not working for us. No one is using it. We’d like to switch to ABC_CRM. They gave us a really great demo and I think it’s exactly what we need.”
My advice is that rather than investing in more CRM software they need...
Act Hosted Solutions Webinar
The question I am asked most often is, “How do I get my Act database into the clouds?” The second most frequent question I receive is, “Do I have to go with a hosted Act solution to access my information on my mobile devices?”
I will be holding a webinar on Tuesday, May 24th at 12 PM EST that will explain your options and help you decide the connection method that best suits...
Snappier with Zapier: Using Zapier to Import Data into Act! v18
Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various other business sources. Zapier does this by performing ‘zaps’ that automatically collect useful data from commonly used applications such as PayPal, Woofu, and Slack and transferring that data into your Act! v18.1database.
The most obvious reason for using Zapier is that...
Benefits of Act! v18
Whether your business is large or small you know the amount of time it takes to keep organized, track customers, follow-up with them, and market your products to them. It can be overwhelming to keep track of all the details and have everyone in your organization on the same page. This is where customer relationship management (CRM) software comes in.
Act! CRM offer many benefits including contact...
Hiring an Act! Consultant: The smartest investment that you’ll ever make
Hiring an Act! consultant is a smart investment if you own Act! and want your business to grow. Sales are the lifeblood of any business and having a good sales pipeline along with a good foundation of clients is important if you hope to make your business more successful.
An Act! consultant can customize your Act! database to reflect the areas that are unique to your business and use them to grow your...
Know Your Customers Better with Act CRM Software
One of the primary purposes of using a system like Act! is being able to learn more about your customers. This customer data will make your business more successful. Act! has a variety of tools that you can easily implement to help retain and establish better relationships with your customers. Here are a few of my favorites:
Create good Notes: If used correctly, your notes can help you to understand...
Thinking of Changing Your CRM Software?
We have to ask…what are some of the Salesforce.com causes for attrition and how may those considerations affect the choice your business makes when it comes to choosing the right CRM solution?
“The financial metrics are clear enough — it doesn’t make sense to invest a lot of dollars in acquiring customers that may only be around for a few years. But to me that’s an argument for...
Act! Can Help You to “Get Your Act Together”
Act! software can benefit any type of business. It’s never too late to get started building processes into your database that will make you more productive and profitable. Using your Act! database as an electronic rolodex and calendar is not a viable option, particularly if you find that contacts and opportunities are “falling through the cracks.” Follow these tips to transition your Act! database...
Act! vs Salesforce.com
As the author of 13 books on various CRM software applications and the creator of the lynda.com Act! training videos I am often asked to compare the various CRM products. Potential CRM users aren’t sure which product to choose, and existing CRM users often want to “jump ship” to another CRM solution. In the final analysis, most CRM products offer very similar feature sets.
Act!...
Act Database Tech Support Webinar
Act Ides of March Seminar
Register Now for the Act Tech Support Webinar
You probably love a good mystery – but not when it comes to your Act database! If you’re like most Act users you rely on Act to run your business and when your Act starts “acting up” panic sets in.
I receive dozens of calls and emails a week from Act Users who are in need of Act tech support. Ironically,...
