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Lucy Leads Explains It All for You

ACT!_2011_presented_by_Lucy_Leads

Lucy Leads Explains it All

Introducing Lucy Leads, the newest member of the On the Verge staff. She’s been created – er,  hired – to share up-to-the-minute updates, tips, tricks and assistance. View Lucy’s video as she outlines some of the hot new features that can help improve business processes and shorten the sales cycle.

We’re anticipating the new product release this fall, when we can take ACT! 2011 through its … [Continue reading "Lucy Leads Explains It All for You"]

So easy even the Pointy-Haired Boss could do it


Pointy-Haired Boss

Image via Wikipedia

There are legitimate challenges that hinder us from being effective at our jobs. Then there are the ones invented by management.

A sales rep I met recently told me that he is driven crazy by the “process” they use at his company. They write up their meeting details on a preprinted form (generated through their CRM system), give it to the … [Continue reading "So easy even the Pointy-Haired Boss could do it"]

ACT! Users Group for the New Economy

Some friends and I recently joked about the overuse of the phrase, “Now, more than ever . . .” applied to, well, almost everything. But we are challenged, in fact, to think about what we can do differently now to dig out, get ahead, and stay ahead. One easy solution is to use the systems we have in place more effectively. For others, it’s developing new systems to streamline and automate.

Far Out, Man

Social Media is Groovy man

Peace, Love, and Social Media

You’re hep, you’re groovy, you’re now. You’re down with your peeps but not quite up on technology. You think, “This blog and Twitter jive might be what’s happenin’ but I’m not down with it”. Bummer, man.

Back in the day, as the internet and email evolved into business tools, some people thought they could wait it out and it … [Continue reading "Far Out, Man"]

Avoid Excel Overkill!

Excel OverkillI once observed a VP of a very large corporation build from scratch, in Excel, a “sophisticated”  tool that would allow remote users to enter data in a centrally located Excel file.  It was full of gizmo’s like macros and sophisticated formulas.  In total effort, over several  months, he spent about 6 weeks Continue reading Avoid Excel Overkill!

Tags: 3rd-party product, ACT!, Business, CRM, CRM, estimate, estimating, Excel, Integrated Quoting, Productivity, Productivity, Quote, QuoteWerks, Quoting, Reporting

The Gap'll Getcha'

How do you know what you don’t know? It’s with great confidence that I say: What I don’t know would fill – should they still exist – several sets of encyclopedias. This is the natural state for most human beings, and it’s a condition that’s accelerating with the pace of technological change.

Mind The Gap

Continue reading The Gap’ll Getcha’

Tags: ACT!, Business, contact management, CRM, CRM, Customer Relationship Management, Productivity, Project planning, ROI

CRM: investment or expense? It's your call.

. . .challenging us to look beyond immediate needs to understand how ACT! could be a strategic tool was truly a value. … [Continue reading "CRM: investment or expense? It’s your call."]

If only . . .

I’ve been worshiping at the altar of Seth Godin for more than a year now; the latest bit of WWSGD inspiration can be found in his recent book, Linchpin. I’ve decided that Linchpin is the B-2 Bomber of books – it works in stealth mode and sneaks up on you.

Seth Godin's Linchpin sneaks up on you.My reaction initially was that it  read like a collection of blog posts.  Well, okay.  I like his blogs but after all, … [Continue reading "If only . . ."]

I didn’t know I could do that with ACT! Part 5 – Drip Marketing

As we all get stretched thinner to do more, the objective  is for technology to free human beings to be creative, productive, and effective.  Spending time and effort on tasks that can be automated is a poor use of intellect, is far more costly, and provides none of those benefits. Here’s what I like about Swiftpage Email Drip Marketing:

A sequence of targeted messages delivered to contacts at the right time
An auto-responder provides instant feedback to the recipient when survey information is completed
Campaign results are written back the contact … [Continue reading "I didn’t know I could do that with ACT! Part 5 – Drip Marketing"]

In the cloud

We’re in the cloud! After a recent search for an on-line service for a collaboration, file storage, and file distribution tool, we discovered digitalbucket.net. It’s completely intuitive to use – we were set up in a couple of minutes.

Among the many ways we’re using the service is to store various versions of ACT! software as “published” files. Distributing these huge (350 +/- MB) files has alway been a challenge, as we often need to distribute installation files to clients in remote locations, and using digitalbucket.net, we can … [Continue reading "In the cloud"]