CRM | Sales | Marketing Insights by Lindsay Garrison
When asked if Sage ACT!1 can support time-tracking, tech support incidents, or case management, depending on requirements, the answer is either “absolutely” or “kinda sorta.” Using ACT! with some minimal addons is one way to make sure your small business crm software provides a great ROI. Comprehensive support management can be integrated into ACT! using an external program such as Tele-Support HelpDesk (this is great if your tech support people […]
As we all get stretched thinner to do more, the objective is for technology to free human beings to be creative, productive, and effective. Spending time and effort on tasks that can be automated is a poor use of intellect, is far more costly, and provides none of those benefits. Here’s what I like about Swiftpage Email Drip Marketing: A sequence of targeted messages delivered to contacts at the right time […]
Even though I’m an ACT! Certified Consultant, I get that you can’t do everything you need to do effectively just in ACT! alone. A case in point: I strongly recommend to NOT use ACT! to manage email marketing campaigns and to use Swiftpage Email instead. We recommend Swiftpage rather than Constant Contact because it has a tight integration with ACT! and Constant Contact, regrettably, does not. Naturally, we email from ACT! […]
Dashboards were introduced to managers a few years back to consolidate data points into a single screen. Dashboards can contain top opportunities, today’s scheduled activities, histories of contact interaction, revenue year-to-date against a target, etc., all in a single view. Think of a business dashboard as where you view your business’ speed, RPMs, fuel level, and warning lights, sans bobblehead. ACT! introduced a dashboard in version 2008. It was a […]