CRM | Sales | Marketing Insights by Lindsay Garrison
Dashboards were introduced to managers a few years back to consolidate data points into a single screen. Dashboards can contain top opportunities, today’s scheduled activities, histories of contact interaction, revenue year-to-date against a target, etc., all in a single view. Think of a business dashboard as where you view your business’ speed, RPMs, fuel level, and warning lights, sans bobblehead. ACT! introduced a dashboard in version 2008. It was a […]
There are a lot of features in ACT! that are fun to use; report design isn’t one of them. ACT! installs with about 40 reports with which users can generate notes, history, activity, sales opportunities, company, group, and contact reports. Default reports can be customized to a greater or lesser degree (or new reports created) and then the report can be filtered at run-time by date ranges, record manager, etc. While […]
E-mails signed, ” . . . so give me a call at noon, Bob” are as aggravating as voice mail messages that end with, “. . . so it’s really important to hear back from you right away.” Click. Basic etiquette requires that you include your full name, phone number, and e-mail address in your e-mail signature and your number in your voice message. Ignoring such simple courtesies makes it difficult for people […]
QuoteWerks integrates seamlessly not only with ACT!, but also with Microsoft Business Contact Manager, Goldmine, salesforce.com, Maximizer, SalesLogix, and otther CRM/contact manager applications.