E-Faxing and ACT
Sometimes the things that seem so obvious to me aren’t quite as obvious to the typical ACT user. A case in point is sending a fax directly from within ACT.
Ten years ago one of the first things I showed new ACT users was how to modify the existing ACT fax coversheet. Back then most of my clients were using WinFax to link ACT to their fax machine, or printing out a coversheet and feeding it into...
Being Penny Wise and CRM Foolish
I got a call from a potential client the other day who wanted help in converting his existing databases into the latest version of ACT; he was a long-time ACT user and had accumulated over 20 databases. He then went on to explain that unless I could match the $15/hour price quoted to him by the kid down the street he wasn’t interested in my services. Shortly after that I received a call from...
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...
Keep It Simple, Stupid!
Many years ago my husband and I attempted to wallpaper our dining room. Of course it didn’t help that we began work on this DIY project two weeks before Thanksgiving and were under a time crunch. I carefully set up a table in the garage where we applied the paste and carried the soggy paper through the house and into the dining room. Needless to say by the end of the trip the paper was in shreds. ...
Singing the Customer Service Blues
Once upon a time life was much simpler – at least if you believe everything you see in “Leave It To Beaver” re-runs. Dad marched off to the office every day while Mom stayed home and dusted. Not once did you hear Dad cursing because he couldn’t find his software activation code and the gentleman at tech support couldn’t speak English, or watch Mom navigate through a maze of “Press 1...
Protecting Ourselves from Ourselves
My dad taught me that when I pointed my finger at someone (or something) I was in fact pointing two fingers back at myself. Think about it the next time something goes wrong with your computer.
I recently corresponded with a very irate ACT user. He had tried in vain to install ACT without success. He had hired a “computer expert” who had tried to help him, again with no success. Of course he pointed...
Help with ACT Installation
So, you’ve purchased ACT and you’re ready to install it. Sounds easy, right? Sure it is – if you’ve got your ACT together!
Here’s a few hints that will help speed you on your way:
Uninstall your current version of ACT if you’re using Versions 2005-2010. You’ll also want to remove SQL as well. I recommend using the ACT Uninstaller Utility which you can find...
Are you ready for CRM?
So, do you think you want to start using ACT!, Microsoft Office Live or Outlook Business Contact Manager to help manage – and grow – your business? You’ll want do a bit of homework first to see if you’re ready to take the plunge into the world of CRM .
1. How different are your customers? Do you sell a variety of products or services? Are your customers spread across a wide geographic area...
