Free Sources of Act Training

act training
Some of us love Act because it has a very friendly and easy interface.  Some of us love Act because it has so much functionality.  And some of us would love to know the fastest way to become an Act Power User! Free Act Training Who says there’s no such thing as a free lunch?  There are actually several  free ways to learn more about Act: Look at the Playlists on my YouTube Channel. Go to the...

Act! v17 Commonly Overlooked Features

Help
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...

Why Your CRM Implementation Fails

act training
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...

ANY Dog Can Learn New Tricks On ACT! v17

dog tricks
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...

ACT-EMarketing Webinar

act software email
 Learn to create e-mail campaigns directly from your ACT database REGISTER NOW! Do you want to start sending out E-Blasts in ACT but don’t know where to start?  Confused about ACT, Outlook, templates and E-Marketing?  Then you need to attend this webinar. The webinar will be presented by certified ACT expert Karen Fredricks, author of 13 books on CRM software including 7 books on ACT. THE...

BYOL ACT E-Marketing Workshop

ACT Emarketing Workshop
Do you use ACT?  Do want to E-Market?   Wouldn’t it be nice learn how to make it happen?? I’ll be running a free, hands-on seminar on ACT E-Marketing as part of the ITPalooza on Wednesday, December 12, 2012 from 4-5 PM at Nova Southeastern University. This is a free seminar but prior registration is required.  Space is limited and available on a first-come, first-served basis so sign...

So Write a Book Already

act 2012 for dummies
Hard as it is to believe, I’ve written over a dozen books on technology and created training videos on ACT! and Outlook.  Trust me, writing is a labor of love.  My “day job” is to help my clients utilize CRM software to make themselves – and their businesses – more efficient, effective and profitable.  For me, writing was a second job that required untold hours of my time during the evenings...

Creating an Effective ACT EMarketing Plan

act emarketing help
A couple of years ago, I sold my old house and bought a new one.  The same realtor handled both transactions; her commissions made her a happy woman.  Ironically, the first piece of US mail I received in my new home was a postcard addressed to “Current Resident” asking me if I’d like to sell my home. In your business, what loyal customer wants to find out that new customers are eligible for...

Creating a Highly Effective ACT! E-Marketing Message

act emarketing
I work with hundreds of ACT! users, most of whom are willing and eager to start e-blasting away.  Unfortunately many of those users never get their e-marketing plans off the ground.  In this article I want to show you an easy way to get your thoughts down on paper – or in this case, into any one of the three most important ACT! Templates.   By using this formula you will create a highly effective...

Creating the Perfect ACT! E-Marketing Templates

swiftpage template
When I was five I spent a week with my family at a vacation spot that included a water park with a rather large slide going into the deep end of the pool.  My older brother and sister spent the week using that slide but alas, I was too scared to try it.  I remember climbing to the top of the ladder and then climbing back down again because I was too frightened to” take the plunge.”  Finally,...