Hotfix 1 for Sage ACT! 2011 Now Available

Heads up Sage ACT! 2011 customers, within 10 days of releasing the new version of the software, the first Hotfix has been released.

What is addressed in the hotfix? For those synching ACT! and Outlook activities, this hotfix is designed to address idiosyncrasies related to an error that occurs when opening an activity after it has been synchronized.

Where do I get the hotfix? The KB article for the hotfix can be found here.  It includes details and download instructions.

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Contact Management Review-Sage ACT! 2011 Now LIVE!

Deciding on a CRM or Contact Management system for your business is no easy task, if you take it seriously.

You might want to understand specific needs in a contact management system, such as email integration, contact tracking, sales opportunity tracking, mail merging, reporting, contact automation, importing new web leads, Outlook integration, web access, and whatever else might suit your situation.

This can be a very time consuming task.  I’m helping professionals like you by making my complete review of the Sage ACT! 2011 software available at no cost. Read the rest of this entry »

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Improved New Security Options in Sage ACT! 2011

In the beginning users were just happy to have software to organize their contacts.  Next was the need to get data onto their smartphone, and needs have increased from there.  With the popularity of ACT! in larger environments (50 or even 100 users), the need for security controls on the database have grown as well.  Today’s post concludes a series of posts of new features introduced in Sage ACT! 2011.  We’ll look at the new Admin tab within preferences and how each of the options function within the database, as well as a video preview of the security features in action. Read the rest of this entry »

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Sage ACT! 2011 Finally Brings Workflow with Smart Tasks

Automation serves as a key competitive advantage for any business.  If software can automate something otherwise done by a human being, time has been leveraged, and businesses can do more.  I love automation and use it in my business all the time. Perhaps you ended up on this webpage, as a result of automated systems in my business, don’t take it personal, I’m just trying to serve more people than I could alone.  When we automate in our business we are actually caring for customers and prospects if we have a meaningful message to share.  With ACT! 2011, Sage now offers workflow/automation with their smart tasks feature.  Let me review it here. Read the rest of this entry »

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Outlook Integration Features in Sage ACT! 2011

Outlook integration has been enhanced in Sage ACT! 2011.  The latest version of the software (shipping Sept 2010) allows users to synch activities and contacts with ACT! This has been a long-awaited feature to be integrated directly in the product. Having the proper contacts and activities flow to Outlook smoothly creates opportunities for users who are either in exchange environments (shared Outlook data), or are synchronizing a smartphone with Outlook.  This post covers this feature in detail, and shows a video preview of the feature in action.
Read the rest of this entry »

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