Archive for Uncategorized
Tip to find lost stuff in ACT!
Every once in a while it happens to each of us. It’s been a few days, and we know we entered that call that note into ACT!, but we just can’t find it. Although they are are a few ways that data can actually be missing (synchronization with Outlook, user error, sync with third-party software, [...]
Ever Wish You had a Crystal Ball? Make sure you are entering your data consistently!
Garbage in, Garbage out! The old phrase is really true if you use a CRM System. On one had companies we have worked with have uncovered hidden gold in their CRM Databases. Imagine being able to look 3-6 months ahead in your sales cycle to spot potential deals, coach underperforming sales persons,and track the success [...]
ACT! is now a part of SwiftPage. WE love it!
Recently it was announced that SwiftPage, the company we have worked with for years on email marketing entered into an agreement to purchase Sage ACT! and Sage SalesLogix. The deal just closed last week and the teams are now in transition. All of the Scottsdale Operations from Sage will transition to working with Swiftpage. We [...]
Holiday Cards and Gifts in Sage ACT!
Holiday Cards and Gifts in Sage ACT! DAY 1: Sending Your Holiday Cards – Thursday Nov 29 at 12 noon Cen Every year around this time companies start scurrying through Outlook act business cards and other sources because it’s time to send out Christmas and holiday cards. Today’s webinars when we do every year is [...]
12 Days of Sage ACT!
It’s that time of year again. 12 webinars in just over a months time. Each is free. We will also give away 5 copies of Sage ACT from all attendees. Join us for the 12 Days of SAGE ACT! , these are 30 minute overview on various ACT! topics. DAY 1: Sending Your Holiday Cards [...]
Many Definitions of “the cloud”
If for example, cloud means many of the following. secure data center Centrally managed backups managed maintenance and upgrades redundancy and fault tolerance Accessible from anywhere there is an internet connection. included support for both connectivity issues and end user questions. Accessibility from a variety of devices (handheld, mac, windows) Accessibility from traveling workers, remote [...]
New ACT Features by Version
My Cloud is Bigger Than Your Cloud
My Cloud is Bigger Than Your Cloud We are excited to finally see Sage take note of the growing trend towards a mobile workforce and cloud computing. And while new offerings like Sage ACT Connect, Sage Premium Mobile and even ACT for Web are welcome additions, they only address a small portion of the needs [...]
A lot like an Outpost on the moon
A Lot like an Outpost on the Moon – Mobile Worker, Remote Worker, Branch Office, Remote Office They sound like a lot of similar terms but as America is continuingly leaving the cubicle and hitting the road, we have seen new categories of road warriors. The Mobile Worker or Road Warrior – This person spends [...]
Sharing an ACT! Database
Sharing an ACT! Database You have just created an ACT! database and everything has been going great! But now you’ve added a second user and this popped up: Don’t worry, it just means that you have to share the supplemental files (layouts, reports, etc.) with the other users. All you have to do is click [...]
