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...
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! E-Marketing Vs “The Other Guy”
I often expound on the virtues of ACT! E-Marketing, formerly known as Swift Page E-mail. I thought I’d share a conversation with one of my clients who had some reservations about switching to ACT! E-Marketing from one of the “other guys.”
“Hey Karen, I know you push ACT! E-Marketing. I use MailChimp and I’m pretty happy with it. Tell me why you think I should switch to ACT! E-Marketing.”
“Well...
Ways to Host an ACT Database
It seems that these days “everyone wants to be in the clouds” but alas, many business owners don’t know what that means and/or how to get the job done. There are a number of ways to access an ACT! database “from the clouds.”
You can use a product like CompanionLink to sync ACT! to Google. You then install the Google app on your iPad, iPhone or Droid. You would be able to...
Procrastinators of the World Unite!
I’m fairly good about getting ready for the holiday season. In fact, I have a pretty set schedule: decorations go up the weekend after Thanksgiving and come down the weekend after New Years. Most gifts are purchased via the Internet on Black Friday. I even stock up on little “stocking stuffers” just in case I left someone off my list. But, like everyone else, I find myself at the mall...
Closing Up Those Database Cracks
I see it all the time. The typical CRM user fires up his software and is greeted by numerous alarms. At that point he deftly hits the “Select All” and “Snooze” button. Drip. Drip. I can almost hear important information dripping through the cracks of the database!
Oh, alarms – how do I hate thee? Let me count the ways. First of all, too many of you routinely snooze your alarms. ...
Old Dogs Must Learn New Software Training Tricks
The publishing industry has gone into a free fall. It’s almost impossible for a publisher to compete with the constant stream of new – and relatively cheap – information that we can be accessed via websites, blogs and e-books. Small wonder that so many newspapers and magazines – and even brick and mortar bookstores – have permanently closed their doors.
Perhaps the final nail...
5 Quick Marketing Tips
If you’re reading this blog you’re probably an ACT user – or about to become one. One of the most frequent comments I hear from ACT users is that they “aren’t using ACT to its full potential.” On the simplest of levels, ACT is an electronic Rolodex. You can take ACT to the next level by making use of the Notes, History and Activity options. Throw in Sales Opportunities...
How are you measuring Success?
So, just how do you measure success in your business? Obviously, if the dollars are rolling in then you must be doing something right! ACT’s Opportunity feature is a great way to measure your sales success. Using ACT correctly will help your business reach an even higher level of success.
Use these simple tricks to help take your business to the next level in sales:
Tip #1: Focus on the entire...
10 ACT Myths
Being the person who literally “wrote the book on ACT” (or at least five For Dummies books on ACT) I hear from many ACT users. Although most ACT users are “ACT FanACTics” they are sometimes a bit technically challenged. Here are a few “myths” I often hear.
Myth 1: ACT 2007 Performance is slow. No, ACT 2007 is actually faster than previous versions although it may...
