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...
Silly Answers to your ACT! Questions, Part 2
Last week I shared a story about an ACT! user who thought he had a major problem which turned out to have a rather easy, if not silly, answer.
My second story involves an ACT! user who could not open his ACT! database; he kept receiving an error asking him to verify his user name and password. He insisted that he “did not have a password” and that ACT! “must have just stuck one in there.” ...
Silly Answers to your ACT! Questions
As an ACT! consultant I am often called on to answer ACT! questions. And yes, there is a charge for my services. Generally, ACT! users reach out to me after they’ve gone through a variety of attempts to solve their issue. Sometimes the solutions to the ACT! technical support issue are quite involved and incorporate solutions that might be beyond the realm of what a typical user can accomplish...
ACT-EMarketing Webinar
Learn to create e-mail campaigns directly from your ACT database
REGISTER NOW!
Do you want to start sending out E-Blasts in ACT but don’t know where to start? Confused about ACT, Outlook, templates and E-Marketing? Then you need to attend this webinar.
The webinar will be presented by certified ACT expert Karen Fredricks, author of 13 books on CRM software including 7 books on ACT.
THE...
Adding Holidays to ACT Calendars
Every year many of my clients ask me if there is a way to get holidays loaded into their ACT! database. Unfortunately, holidays do not come pre-loaded in the ACT! calendar. Obviously, some holidays such as the Fourth of July and Christmas are easy to add manually. However, other holidays such as Easter and Chanukah are almost impossible to add without at least a peak at another calendar. I’ve...
BYOL ACT E-Marketing Workshop
Do you use ACT? Do want to E-Market? Wouldn’t it be nice learn how to make it happen??
I’ll be running a free, hands-on seminar on ACT E-Marketing as part of the ITPalooza on Wednesday, December 12, 2012 from 4-5 PM at Nova Southeastern University. This is a free seminar but prior registration is required. Space is limited and available on a first-come, first-served basis so sign...
