Customize your ACT! database – Part One: Checkbox field

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 […]

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CRM projects don’t require planning – True or False?

Recently I’ve been thinking about a simple test that customers should take before starting a CRM project. Our test? True or False, indicate if you agree with any of the following four scenarios: You’re travelling from Boston to Milwaukee and intend to get there as quickly as possible. You decide that going online to book a flight or get driving directions takes too much time, so you just start driving. You’re building a house. Because […]

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