Sage ACT! database design: Form and function

ACT!-layout-design-mistakes

Beauty may be in the eye of the beholder but – could it actually matter how “nice” your database looks? The impact of organized data entry screens goes well beyond aesthetics. Good design supports a logical workflow and eliminates the “friction” of a poorly designed interface. A database can be difficult to use if you have to hunt for fields because they don’t appear in a logical order. If fields […]

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Successful internet marketing: Moving Beyond Social CRM Myths

Few modern marketers dispute the value of social media and customer relationship management (CRM) technology. So, it no surprise that the two concepts have been combined  to form social CRM. Don’t groan. Social CRM is more than just a buzzword. Mitch Lieberman, Vice President, Strategic Solutions at SugarCRM provides an excellent definition: “Social CRM is about bringing me [the social customer] into the ecosystem… It is not just about the […]

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Google Analytics: New and Improved with Multi-Channel Goodness

Unless you are especially lucky or have a super power that allows you to control the minds of others, you probably don’t sell every first time visitor to your site  (If you do, we should talk.) Most modern marketing efforts almost always involve communicating with potential customers in multiple ways. Yet, the majority of tools only capture the last touch point that resulted in a sale. This is misleading and […]

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We don’t need no steenkin’ ACT! upgrade.

Dysfunction-business-processes

I got a call today from someone who wants a few new fields added to their ACT! contact management database  – version 6.O. Sage ACT!  is on version 14 now, but that’s okay because, as my caller said, everyone else is only “using ACT! like a Roledex, so I can’t get an ACT! upgrade approved.” Focusing on the task at hand, we sorted out how we could help customize ACT! with […]

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