The Act Dialer
The number of businesses that are moving over to VOIP phone systems is on the rise. VOIP phones offer many advantages, including lower monthly phone bills and nifty ways to connect your remote employees. For me, the biggest benefit of VOIP is that it allows you to integrate your office phone to Act!.
Your computer must have access to a dial tone in order for it to integrate to your CRM software. ...
ANY Dog Can Learn New Tricks On ACT! v17
Whether you’ve been using ACT! for years or are fresh in the game, there is always something new to learn. Now that you’ve upgraded to ACT! v17, you’ll need to make sure everyone on your team receives the proper training.
Even a beginner can figure out the basics, but often times there are some fields that are commonly overlooked because they seem unimportant. Additionally you should...
Using Act Software to help bring Thanksgiving into the workplace
On Thanksgiving, we take pause to appreciate what we have and to celebrate with family and friends. Numerous customers and even vendors impart the feeling of Thanksgiving within your company and your Act software makes it easy to thank them.
As we begin to anticipate the new year, it’s the perfect time to think about what we are appreciative for. It’s also a chance to acknowledge customers...
Marketing Software You Can’t Live Without: ACT! v17
The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and researching your target market for segmenting, you barely have time to breathe. The note you wrote yourself about the lunch meeting with a long-time customer was accidentally thrown away and it completely slipped your mind to send those follow-up emails to all the prospects...
Act v17 is Here!
Act v17 was release on October 23, 2014.
E-marketing which means Act! users will have the ability to design and send e-marketing pieces in the newly designed editor and have more options for tracking their effectiveness directly within Act! . It also means that all users of Act v17 will receive a complimentary Act E-Marketing Subscription!
Smart Task improvements that will allow the automation...
Why Cheaper is Not Necessarily Better When It Comes to an Act! Consultant
The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in an extremely timely fashion.
I did not garner my CRM knowledge through osmosis; I spend quite a bit of my time keeping up to date with technology other than just Act!.
Today’s reliance on the Internet has...
Act! E-marketing and an SPF Record
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were sending out marketing blasts of over 50 emails/send.
Here it is 2014 (gasp!) and I’m still passing out that same exact advice. However, as the world of the internet – and e-mail – gets more and more complex you need to become a bit more knowledgeable if you expect your e-blasts...
Act! and Windows XP Sunset
Windows XP, the operating system of choice for most PC users for the past ten years, is being officially phased out as Microsoft “sunsets” support for the product in all respects. I loved XP but I’ve had no problem adjusting to my newer machines that have Windows 7 and 8.
So what does this mean to you? First of all those “windows updates” that you frequently receive will no longer be...
Exporting Your Act! Data to Excel is as Easy as 1,2,3
Many Act! users routinely head to the Export Wizard to send their information not realizing that there is a much easier method for exporting Act! data.
You’ll find the Export Current List to Excel icon at the top of the Contact, Group, Company, Opportunity, History and Task List views. If the button is “greyed out” it means one of two things:
· You are not a Manager or Administrator...
Link Act! to QuickBooks or Sage 50
The Best Way to Link Act! to QuickBooks or Sage 50
Small businesses require two solutions to effectively manage their front and back office operations:
A CRM solution to manage front office processes such as sales and service
An accounting solution to manage the back office operations including invoicing.
Typically sales people don’t have access to accounting information and the bookkeeper...
