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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!

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 11.1) supports pipeline management, account-level management, manages relationships between contact records, and even has modest workflow capabilties.  While … [Continue reading "I didn’t know I could do that with ACT!"]