Five CRM Commandments
Having written numerous books on ACT! software I frequently receive phone calls from strangers that go something like this:
“We purchased ACT! a few years ago and it’s just not working for us. No one is using it. We’d like to switch to ABC_CRM. They gave us a really great demo and I think it’s exactly what we need.”
My advice is that rather than investing in more CRM software they need...
ACT! Software Naming Conventions
I have a page on my website that offers free software for the old ACT! 6 product. Unfortunately, ACT! 2006 users frequently try to download and install those freebies and find that they don’t work. Let me make this abundantly clear – ACT! 6 and ACT! 2006 are not the same product.
If you’re not yet confused, let me try harder. Potential clients will call with questions on “ACT! 8”...
ACT 2012 Book
Many of you have been asking me when my next “ACT for Dummies” book is coming out. I’m pleased to announce that it’s here – although maybe not in the same format as you might expect.
Anyone familiar with the publishing industry – or the local bookstore for that matter – knows that the industry has undergone radical changes in the last several years. For...
Need Help with ACT! Reports and Dashboards?
Sage ACT! is the top selling CRM software application, and helps businesses to centralize contact information, organize their calendars and notes, and ultimately maximize contact relationships to optimize business efficiency and profitability. ACT! includes a variety of dashboards and reports to help business owners measure the success of their marketing efforts.
The Sage ACT! 2011 Dashboard and Report...
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...
Market Unto Others as You Would Have Them Market Unto You
Absolutely the best part of being an ACT! consultant is that I work with a wide variety of industries. “Out of the box” ACT! is suitable for just about any business you can think of; with a bit of customizing you can create your own unique database at a fraction of the cost of buying an industry specific solution. This week alone I worked with the manufacturer of medical supplies, a commercial...
ACT! 2011 COOKBOOKS GO “R.A.W.”
I am thrilled to announce that my two latest books have been selected by Packt Publishing for inclusion in their R.A.W. (Read As We Write) program. The two books, ACT! by Sage 2011 Cookbook and ACT! by Sage Reports and Dashboards Cookbook, are designed to provide step-by-step instructions so that you can master ACT as quickly and efficiently as possible.
The RAW program is an innovative publishing...
I’m Thankful for the New ACT! 2011 Service Pack 1 (SP1)
There’s always something to be thankful for.
In my personal life I’m thankful that I live in Florida, the weather is absolutely perfect, and for the first time in years I’m not responsible for “the” dinner. I’m thankful that my daughter has inherited my “shopping” gene and will actually accompany me to the mall on Friday and that I have lots of great activities planned for the weekend.
In...
Using the Web Info Tab to Link ACT! to Your Social Networking Sites
If you have ACT! 2010 or 2011 and you’re not using the Web Info tab you are missing the banana boat as we say in Florida. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat.
You’ll find the Web Info tab in both the Contact and Company Detail views. The Web Info tab is actually a browser that displays...
Ding Dong – Your ACT! Database is Calling
There are virtually hundreds of add-on products that work with ACT!. Need calculations between two fields? Got it. Need to link ACT! to QuickBooks? Done. One of my favorite add-ons is the Call On CRM solutions that allows you to dial your phone directly from ACT!.
“What happened to the ACT! phone dialer?” is a question I’m often asked. Some of you ACT! “Old Timers” remember back...
