Companies that use Sage ACT! can outgrow it. When I lose a client to a solution I don’t support, although I’m sorry to see them go, I know it’s a positive event for their business. Outgrowing the ACT! database means that a company is growing (or has been acquired) and that their processes and requirements have expanded as well. This can be a huge challenge to the sales team, who […]
How to delete duplicate records in Sage ACT!
Merge before you Purge ACT! let’s you merge and remove duplicate records (must have Admin or Manager User Access). How do duplicate records occur? Duplicates can be created by imports or by syncing with another database. It’s also possible that someone inadvertently created the duplicate and they may have added Notes, Sales Opportunities, or Activities to that record. You want to merge all of the contact record information before you delete the duplicate. Step-by-step […]
Tech support tip: the error message matters
A software glitch is annoying; it disrupts your work and throws your schedule out of whack. Tech support calls can be difficult to deal with when your nerves are already frazzled. So yourself a favor – right after you stop swearing at your computer, take a minute before the support call to prepare. Here’s a typical support call scenario: You: “I can’t send email from ACT!. I could yesterday, but […]
Content Marketing Strategies: Experts extend your reach
Limited time and Resources: Web content marketing is quickly becoming one of the most important marketing tools for small business. But many businesses involved in this practice often find themselves pulled in two directions: should they invest in better content production or better content promotion? We all have limited time and resources. Every hour we spend on promotion is an hour we can’t spend on improving our content, right? What […]