by Karen | Jan 31, 2014 | CRM Usage Tips |
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... by Karen | Jan 10, 2014 | CRM Usage Tips |
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... by Karen | Dec 13, 2013 | CRM Usage Tips |
Implementing a CRM solution can be a daunting – and expensive – proposition. Many organizations are already using tools including Outlook and Excel spreadsheets and can’t justify the expense involved in transitioning to a true CRM solution. As a CRM consultant... 
by Karen | Dec 12, 2013 | ACT Software |
This version of Act! represents the first version of Act! released under Swiftpage. And, because versions are now going to reference the version number and not the year it is called V16. If you want to think of it as Act! 2014 that’s fine! We’re really... 
by Karen | Nov 25, 2013 | CRM Usage Tips |
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...
