ACT! CRM: Do you already have what you need?

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I recently posted which Zoho CRM features are “nice-to-have” vs. “have-to haves”. This same discussion occurs when discussing ACT! CRM features as well.

CRM-ProcessLooking at a single ACT! CRM feature and dismissing it as the single reason to buy is a perfectly logical response. You’d be crazy to invest hundreds of dollars in upgrades each year  to just be able to do one cool thing (unless of course that one cool thing was going to make you buckets of money).

But, imagine  if each and every day you get to use the 10 “little” things you’d dismissed individually as nice-to-have but non-critical features. The sum of the parts can aggregate huge benefits.

Even discounting the need for regular upgrades, “I wish I could . . . ” is another comment I hear from users, even though the feature they wish for is already at their fingertips.  Here are just 10 of the questions I’ve fielded from current ACT! users about capabilities already in their software solution: “I wish that ACT! could . . .”

Don’t settle for making decisions based on what you don’t know – make it a point to find out how to become as effective as possible. Many features in any CRM software remain unused simply because users are unaware of the capabilities.

A Google search for “export act contacts to excel” or “duplicates in sage act” will quickly get you your answer. The more you know about using your CRM software, the more likely you are to use it to meet your business objectives.

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