Use ACT Emarketing to Update Your Database
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You’re Probably Already Using ACT E-Marketing
Act E-marketing gives you the tools to create beautiful email templates, and send them directly from your ACT database to your contacts, lookups, groups and companies. In addition to a number of reports the actual campaign results (opt-outs, bounces, number of clicks, erroneous addresses) are written back into ACT...
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...
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...
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...
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...
