by Karen | Nov 17, 2014 | CRM Books |
The holiday season is quickly approaching. Your events calendar is filling up twice as fast. Between the marketing meetings and researching your target market for segmenting, you barely have time to breathe. The note you wrote yourself about the lunch meeting with a... 
by Karen | Nov 2, 2014 | ACT Software |
We’re really excited about this version of Act! because it adds new features designed to make you more productive in less time. But don’t just take our word for it – see it yourself! Go to my You Tube Channel for video demonstrations on all the... 
by Karen | Oct 31, 2014 | ACT Software |
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... 
by Karen | Sep 6, 2014 | ACT Software |
The newest release from the ACT! team, ACT! v17 software, is here and it is better than ever! If you run a business, you need to see what this software will be able to do for you. ACT! 17 makes setting up integrated work flows, sales automations, and nurturing... 
by Karen | Sep 2, 2014 | ACT Software |
Act! can be used by virtually any industry. The out of the box contains over 70 contact fields as well as additional Company, Group and Opportunity fields. You can change these fields to make them your own, or add additional fields to make Act! more closely... 
by Karen | Apr 4, 2014 | ACT & Zoho Consulting |
The major focus of my business comes from being an Act! consultant. With all due modesty, I am great at what I do. I often come up with the perfect solution to a client’s problem in an extremely timely fashion. I did not garner my CRM knowledge through osmosis; I... 
by Karen | Mar 21, 2014 | ACT Software |
Back in 2008 I wrote a blog article recommending that you switch to an Act! E-Marketing account if you were sending out marketing blasts of over 50 emails/send. Here it is 2014 (gasp!) and I’m still passing out that same exact advice. However, as the world of the... 
by Karen | Mar 14, 2014 | ACT Software |
If you have an older computer with an older version of Act, you might be wondering about the Act and Windows XP sunset options. Windows XP, the operating system of choice for most PC users for over ten years, is being officially phased out as Microsoft “sunsets”... 
by Karen | Mar 7, 2014 | ACT & Zoho Consulting |
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... by Karen | Feb 28, 2014 | CRM Usage Tips |
The Act QuickBooks Link Small businesses require two solutions to effectively manage their front and back office operations: A CRM solution to manage front office processes such as sales and service An accounting solution to manage the back office operations including...
