The Importance of an Act Consultant
Now that you have purchased Act! v17 for your business you may think that hiring an Act! consultant is a waste of time and money. The software does it all already doesn’t it? Wrong! Act! is only beneficial to your business if you utilize it properly, and that is what an Act! consultant can help you with.
Not sure about how to install and implement your new Act software? An Act consultant can...
Using Act! CRM to Boost Your Sales
A recent survey conducted by the American Research Group, Inc. showed that Americans were planning on spending an average of $861 on gifts for the 2014 holiday season. This number has increased by 8% compared to the 2013 holiday season and experts agree on the fact the online shopping will continue growing. And according to a survey from CreditCards.com, 75% of Americans have made an impulse buy during...
The Act Dialer
The number of businesses that are moving over to VOIP phone systems is on the rise. VOIP phones offer many advantages, including lower monthly phone bills and nifty ways to connect your remote employees. For me, the biggest benefit of VOIP is that it allows you to integrate your office phone to Act!.
Your computer must have access to a dial tone in order for it to integrate to your CRM software. ...
Marketing Software You Can’t Live Without: ACT! v17
The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and researching your target market for segmenting, you barely have time to breathe. The note you wrote yourself about the lunch meeting with a long-time customer was accidentally thrown away and it completely slipped your mind to send those follow-up emails to all the prospects...
Act v17 is Here!
Act v17 was release on October 23, 2014.
E-marketing which means Act! users will have the ability to design and send e-marketing pieces in the newly designed editor and have more options for tracking their effectiveness directly within Act! . It also means that all users of Act v17 will receive a complimentary Act E-Marketing Subscription!
Smart Task improvements that will allow the automation...
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...
Act! E-marketing and an SPF Record
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were sending out marketing blasts of over 50 emails/send.
Here it is 2014 (gasp!) and I’m still passing out that same exact advice. However, as the world of the internet – and e-mail – gets more and more complex you need to become a bit more knowledgeable if you expect your e-blasts...
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...
Link Act! to QuickBooks or Sage 50
The Best Way to Link Act! to QuickBooks or Sage 50
Small businesses require two solutions to effectively manage their front and back office operations:
A CRM solution to manage front office processes such as sales and service
An accounting solution to manage the back office operations including invoicing.
Typically sales people don’t have access to accounting information and the bookkeeper...
