ACT! Users Group for the New Economy

ACT!-Users-Sharing-Tips

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. […]

Read more »

Smart Notes for ACT!

One brilliant little app. Countless process improvements. Smart Notes for ACT! enables “Hey! Pay attention to this!!” notifications that can accelerate sales, improve productivity, and impact customer retention. This little ACT! integration is a simple, effective way to inform a user of important information when viewing a contact record.  A field or a note update in ACT! may not be noticed by a busy sales rep or harried admin; Smart […]

Read more »

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 […]

Read more »

I didn’t know I could do that with ACT! Part 4 – Email marketing

Even though I’m an ACT! Certified Consultant, I get that you can’t do everything you need to do effectively just in ACT! alone. A case in point: I strongly recommend to NOT use ACT! to manage email marketing campaigns and to use Swiftpage Email instead. We recommend Swiftpage rather than Constant Contact because it has a tight integration with ACT! and Constant Contact, regrettably, does not. Naturally, we email from ACT! […]

Read more »