The Case of the Missing Act! Contacts

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This week brought not one but three clients that called me upset that Act! had “eaten” some of their contacts.  In all cases we were able to solve the mystery of the missing Act! contacts and hopefully prevent it from happening again. When a user feels that contacts have gone MIA from their Act! database I can think of a number of possible culprits: Someone has changed the access rights to contact...

Act! v17.1 Update Released

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For all of you who are currently using Act! v17 – or thinking of moving to v17 I have great news:  Act! v17.1 is due to be released on Wednesday, February 25th.  This update is free to all users of Act! 17.  New features include: Act! v17.1 Call List Improvements You’ll notice an expanded Call List tool bar that includes the option to: Select and create Lookups from the entire Call List or...

The Importance of an Act Consultant

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Now that you have purchased Act! v17 for your business you may think that hiring an Act! consultant is a waste of time and money. The software does it all already doesn’t it? Wrong! Act! is only beneficial to your business if you utilize it properly, and that is what an Act! consultant can help you with. Not sure about how to install and implement your new Act software? An Act consultant can...

Act! v17 Commonly Overlooked Features

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I had a great conversation with a new prospect the other day.  He was using a fairly old version of Act! (Act! 2008) and knew he needed a change. “Karen,” he lamented, “we might as well be using a Rolodex and a wall calendar.  I know there is so much more that we could be doing.” Steve, you are not alone!  I hear the same comment time and time again, “Karen, I’m only using 10% of Act!’s...

Need help with your Act! software? Call the Act Experts!

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You’ve seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in customer management and organizing the office, and how it can not only save you money but increase it by making your business more efficient. You decided your business couldn’t do without it, so you bought it. But now you’re lost. You can see the potential of the program, but...

Act for Web: Putting Your Act Database in the Clouds

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It seems these days that everyone wants to have use Act hosting so they can view their Act! database in the clouds.  We provide Act! web hosting and think we do a great job of it: We provide you with all the support you need to get started We give you with the ability to access your Act! data on your desktop, through a browser, on smart phones and on tablets. You aren’t locked into a long term...

Act! Software for Mac

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No, Virginia, there is not a version of Act! for “the Mac.”  In fact, there has not been a version of Act! that was Apple compatible since Version 4.  And yes, I agree, it would be nice to have one.  So please, don’t call me looking for a Mac compatible version of Act!.  And no, I don’t know of any Mac CRM product that comes close to Act!. Mac users:  Swiftpage is listening to you and...

Why Your CRM Implementation Fails

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Having written over a dozen books on CRM software, it’s not unusual for me to receive calls from CRM users who want to “jump ship” and move from one product to another.  The reasons may vary but the bottom-line is that the user feels that the current solution “just isn’t working.” I know first hand the benefits of CRM software.  Unfortunately, I also know first...

Choosing the Correct CRM Solution in the New Year

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Customer Relation Management (CRM) systems have come a long way. Did you know that this sector is growing at an impressive 6% rate per year? The demand for quality CRM systems is growing at a fast pace because these tools help businesses boost their sales and productivity. There are a plethora of CRM tools on the market today.  If you made the resolution to start using a CRM solution this year, make...

Using Act! CRM to Boost Your Sales

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A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861 on gifts for the 2014 holiday season. This number has increased by 8% compared to the 2013 holiday season and experts agree on the fact the online shopping will continue growing. And according to a survey from CreditCards.com, 75% of Americans have made an impulse buy during...