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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. 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. 
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"] 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, ROIOne 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 Notes for ACT! delivers the message right to the screen so it can’t be missed. Check out the video to … [Continue reading "Smart Notes for ACT!"] . . .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."] Dashboards were introduced to managers a few years back to consolidate data points into a single screen. Dashboards can contain top opportunities, today’s scheduled activities, histories of contact interaction, revenue year-to-date against a target, etc., all in a single view. Think of a business dashboard as where you view your business’ speed, RPMs, fuel level, and warning lights, sans bobblehead. 
Essential Dashboard Peripheral Device ACT! introduced a dashboard in version 2008. It … [Continue reading "I didn’t know I could do that with ACT! Part 3 – Dashboards"] There are a lot of features in ACT! that are fun to use; report design isn’t one of them. ACT! installs with about 40 reports with which users can generate notes, history, activity, sales opportunities, company, group, and contact reports. Default reports can be customized to a greater or lesser degree (or new reports created) and then the report can be filtered at run-time by date ranges, record manager, etc. While simple reports in ACT! are fine for many users, ACT! reports don’t do a good job of … [Continue reading "I didn’t know I could do that with ACT! Part 2 – Reports"] 
Call you back . . . how? E-mails signed, ” . . . so give me a call at noon, Bob” are as aggravating as voice mail messages that end with, ”. . . so it’s really important to hear back from you right away.” Click. Basic etiquette requires that you include your full name, phone number, and e-mail address in your … [Continue reading "Not that you asked, but . . ."] QuoteWerks integrates seamlessly not only with ACT!, but also with Microsoft Business Contact Manager, Goldmine, salesforce.com, Maximizer, SalesLogix, and otther CRM/contact manager applications. … [Continue reading "I didn’t know I could do that with ACT! Part 1- Quoting"] |
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