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Avoid Excel Overkill!

Excel OverkillI once observed a VP of a very large corporation build from scratch, in Excel, a “sophisticated”  tool that would allow remote users to enter data in a centrally located Excel file.  It was full of gizmo’s like macros and sophisticated formulas.  In total effort, over several  months, he spent about 6 weeks Continue reading Avoid Excel Overkill!

Tags: 3rd-party product, ACT!, Business, CRM, CRM, estimate, estimating, Excel, Integrated Quoting, Productivity, Productivity, Quote, QuoteWerks, Quoting, Reporting

I didn’t know I could do that with ACT! Part 1- Quoting

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"]