CRM | Sales | Marketing Insights by Lindsay Garrison
If you’re planning an upgrade to Sage ACT! 2013 and use add-ons, stop! Check which 3rd-party products need updating before you get started. With some preparation before you begin, you’ll continue to get the full benefit of your database – along with the cool new ACT! features – after you upgrade. There are some under-the-hood differences in Sage ACT! 2013 that can impact how an add-on will work – or not work […]
# 8: Relationships Do your contacts have trusted advisers or outside relationships? Are their records in your ACT! database? Use Sage ACT! “Relationships” to link these contact records and keep everyone on the same page.View our 90 second screencast and see how simple it is. View our 90 second screencast Get your contact management database working for you! Download the Sage ACT! product brief. Have you put off upgrading ACT!? […]
# 10: Synchronization . Simple, fast, and reliable, Sage ACT! 2012 synchronization keeps vital customer and prospect data in the hands of your team, even when they’re off-line. Click here: View our 90-second screencast. Share sales leads, opportunities, calendars, notes, histories, documents, and contact details with the right people at the right time. If you’re a veteran of ACT! 5 or ACT! 6 shared folder or email sync, prepare to be dazzled by how […]
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 […]