Category Archives: Uncategorized

ACT! v17 New Feature Spotlight;  Emarketing Triggers for Smart Tasks Emarketing Triggers for Smart Tasks gives you the ability to launch Smart Tasks from Emarketing Results Emarketing Triggers for Smart Tasks - This means that your emarketing scores can actually interact with your Smart Tasks.  Call list scores, schedule activities, send out other emarketing messages,…

We expect ACT v17 to be released in the next several weeks. Stay tuned for details on new features.

The ability to attach a document to the ACT! record was added in version 7 (2005). Here are a few ways you can attach documents to ACT! records. The documents tab The notes tab - you can attach a document to a note On the History tab - individual histories can have documents attached. Security…

Here is a short video from one of our weekly webinars. The objective of the webinar is to the importance of consistent use of the program for users! Garbage in, Garbage out, Consistent data entry is pivotal principal for taking any CRM database from Rolodex to Business tool for the entire organization  

We have a website where real estate attorneys can for free CLE classes.  The website then collects the contact information to be downloaded into Excel files.  Is there a way for this contact information to populate directly into ACT, without creating duplicates?  Any help would be appreciated. Answer: We use Web Response from Northwoods on…

Question: We have no problems importing contacts from a CSV file.  However, our database is setup with different groups that the sales people sort their contacts into.  When we import, they are all put in with the existing contacts and the salespeople have to manually go through and sort them out into the groups they…

Adding the ACT Premium Mobile Shortcut to the desktop of your iPhone or iPad   ACT! Premium Mobile is a web based application that allows real time visibility into your ACT database from many handheld devices using HTML 5 technology. Here are the steps to add an ACT! Icon to your Handheld desktop 1) After…

How to see all notes created this year. The question we had today was how to create a report or view all notes created this year. There are three ways that this can be accomplished and I wanted next summarize those here and then I have created a short video that illustrates the process. The…

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,…

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…

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! 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…

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 ACT from all attendees. Join us for the 12 Days of ACT! , these are 30 minute overview on various ACT! topics. DAY 1: Sending Your Holiday Cards - Thursday…

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…

   

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 - 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 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…

I hear it every day. We are just going to stay put for a while. We are just going to see what happens We are going to see how we do on our own…. Dr. Phil probably said it best…. How is that working for you? Many times we assume the cost of doing nothing…