CRM, sales and marketing Insights by Lindsay Garrison
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 [...]
ACT! contact management software was introduced over 20 years ago. Although originally designed as the simplest of tools, ACT! has evolved considerably over the last few years. The changes in ACT! have been so significant, in fact, that it’s often lumped into the CRM category (erroneously, but we’ll get to that). Unlike enterprise-level applications, ACT! is contact-centric, with a focus on managing and maintaining interactions with individuals. The current version of ACT! (2009, v [...]
