CRM | Sales | Marketing Insights by Lindsay Garrison
Reschedule Multiple Activities Recently we shared a free History Window fix for ACT! 2011 from Exponenciel. It replaces the new default value of “Appointment with “Call”, which is what long-time users expect to see. If you’re an ACT! 2010 or 2011 user, they have another gift for you. Recently released is the Reschedule Multiple Activities utility. It does just what it says – it gives you the ability to reschedule […]
Winning hearts and minds is what user adoption is all about. A universal truth at most companies is that after a CRM rollout, someone will love it, someone will hate it, and some will simply resent it. Navigation is one area where users differ strongly in their preferences, making it a challenge to introduce a system that will be universally embraced. From a user perspective, one size doesn’t fit all, […]
Here’s a quick sprint through three ACT! 2010 features and shortcuts to simpilfy your day: Mini-Calendar: No matter which screen you are in ACT! 2010 press F4 to view the mini calendar and see three months in one view. Lookup in a field: Cut down on mouse clicks by right-clicking in a field. Then perform the Lookup as usual. Start up view: OK, there aren’t a wealth of choices, but […]
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. […]