Act! Outlook Synchronization
Act! Outlook Synchronization
Clients often ask me to “setup their Act! Outlook integration” and are dumfounded when I respond that there is no such thing.
“But Karen,” they insist, “you told me that my version of Act! is compatible with my version of Office. How can that be?”
The confusion lies in the fact that there are actually three separate but equal components of Act! Outlook integration....
Act! Software is Magical
The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance.
Let’s start with the Salutation field. I often ask Act! users what a salutation is and I receive answers such as “Dear” “Mr.”...
Confusing Act! Software Fields and Layouts
One of my favorite Christmas carols is a parody called “The Bathroom Door Said Gentleman” (sung to the tune of “God Rest Ye Merry Gentleman.” During the course of the song we find out what happens when an unsuspecting male accidentally wonders into the Ladies Room because the signs had been reversed. I laugh every time I hear the song: and I think of Act!.
Although Act! doesn’t...
So Why Exactly Should My Company Invest in CRM?
Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution. As a CRM consultant advise prospective CRM users to “keep their eye on the prize” and remember the true benefit of a good CRM installation: greater...
Filling the holes of your Act! Database
As most of you know the “C” in CRM stands for Contacts and that’s the focus of these clean-up tips.
I see a lot of databases in a variety of formats (Act!, SugarCRM, Salesforce, Zoho) and I’ve made one assumption: the typical database consists of 25% “dead wood.” I define dead wood as:
Contacts that are missing pertinent or accurate pieces of information including phone numbers and/or...
Who Says You Can’t Take Your Act! With You?
Feeling confused about moving your business to the clouds?
Everyone wants their Act! data “in the clouds” but not everyone knows what that means – or costs. Maybe you’re thinking of buying a new phone or tablet – or you already have one – but have no idea how to get your Act! data to magically appear there. Perhaps you work in one office and a co-worker works...
Help Me, ACT! Guru! My ACT! Tabs have disappeared!
I recently received this plea for help from one of my ACT clients:
“Karen, we have added a couple of new people to ACT and they are up and running. As a disciple of your teachings, I created a customized “Opportunity Layout Screen”(OLS) which fits our business and includes new fields. All of our Team has been using this layout successfully for over a year. However, one of the...
7 Reasons that Marilyn Monroe Would Have LOVED ACT! CRM…
I came across a great post written by fellow ACT consultant M Scott Schaffernoth. I laughed for ten minutes when I read it and Scott kindly offered to share.
Her Parts May Have Often Been Ditzy Blondes, But Marilyn Monroe Was a Smart Cookie and She Would Have Loved ACT! CRM
It would have helped her to keep track of the correct spelling of people’s names (the first time she signed an autograph...
ACT CRM 16 Virtual Road Show
I am excited to have hosted a Virtual ACT CRM 16 Road Show on Wednesday, September 11 . My presentation started with a demo of ACT CRM 16 .
If you missed the webinar you can access here: access the webinar.
l am offering great pricing which will is significantly lower than the advertised Swiftpage pricing.
The second half of my presentation consists of a presentation of steps you need to take...
ACT 2014 Road Show
I am excited to be hosting the Fort Lauderdale ACT 2014 Road Show at Nova Southeastern University in Fort Lauderdale on Wednesday, August 14th from 8 – 10 AM. The event is free and open to the public but prior registration is required.
The event kicks off at 8 AM in the auditorium of the Carl DeSantis Building with a complimentary continental breakfast.
My presentation will start with a demo...
