CRM | Sales | Marketing Insights by Lindsay Garrison
Organizations can make a number of costly mistakes when implementing a customer relationship management (CRM) system – especially when they elect not to use specialist and perform the development and implementation internally. A few mistakes can have significant time and financial impacts. In the worst-case scenario, organization can be left with a CRM system that doesn’t meet business needs. Here are some common CRM implementation mistakes, and how they can […]
Associating images with Contact, Group, Company and Opportunity records can add depth and personality to the record details. The images below illustrates how images will appear in the record. What you need to know about Picture fields: Picture fields are created in Tools > Define fields by creating a new field and assigning the Field data type of “Picture”. As with the checkbox and memo fields, a picture field is […]
This week we look at adding Memo fields to an ACT! customer database. In Classic ACT! (prior to version 2005) the maximum number of characters a field could contact was a mere 255. The Memo field gives you the option of adding extensive notes within a field in Contacts, Groups, Companies, and Opportunities. The image below showcases all the field types we’re exploring in this series in the Contact Detail […]
Many users who started working with ACT! crm software back in the day may not realize how much the software has evolved over the last several versions. While there are many big additions like social media tracking, connected services that include e-marketing and lead management, and sales opportunity management, there are smaller – yet significant – additions as well. You don’t even need to be using ACT! 2011 to take […]