Snappier with Zapier: Using Zapier to Import Data into Act! v18
Using Zapier to import data into Act! is an easy-to-set up method for adding information into Act! from your various other business sources. Zapier does this by performing ‘zaps’ that automatically collect useful data from commonly used applications such as PayPal, Woofu, and Slack and transferring that data into your Act! v18.1database.
The most obvious reason for using Zapier is that...
Act! EMarketing Holiday Workshop
‘Tis the season to be jolly – at least if you are using Act! E-marketing to send out holiday greetings! I recently held a webinar and to show you how to send out a great looking holiday message in 5 easy steps.
Act! E-Marketing is the new and improved way to send mass e-mail directly from your Act! database. You’ll be able to track who has been naughty or nice – at least when it comes to...
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...
Need help with your Act! software? Call the Act Experts!
You’ve seen my posts about the benefits of bringing Act! CRM into the workplace, the help it can provide in customer management and organizing the office, and how it can not only save you money but increase it by making your business more efficient. You decided your business couldn’t do without it, so you bought it.
But now you’re lost. You can see the potential of the program, but...
Why Your CRM Implementation Fails
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
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 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...
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...
Act! Software is Magical
The Contact field can prove to be surprisingly confusing for both new and old Act! users alike. Although the field seems very straightforward at first glance, it contains a bit of “magical Act! functionality” that can prove to be either a help or a hindrance.
Let’s start with the Salutation field. I often ask Act! users what a salutation is and I receive answers such as “Dear” “Mr.”...
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...
