Posts Tagged ‘ ACT 2005 ’

ACT! Contact List 3x more useful with this Addon

The contact list in ACT! is great, it allows you to see all your contacts, or a lookup of contacts in a spreadsheet like format, nice.  You can even pair down the lookup with ‘tag mode.’  If you really want to take the contact list to the next level you need to check this out.

I recently had a call with my friend Jim Durkin.  He has a product called Contact List Plus, and it turns the contact list on it’s head!  I recorded the call, and have posted a portion of it here for you to review.  It actually ended up being a full fledged training session on Contact List Plus.

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Posted in Addon Products | 9 Comments »

ACT! Database Software: Reporting the Easy Way…

UPDATE: The webinar was recorded, to get priority access to the LIVE-REPLAY page, simply fill out the form below, and I’ll forward you all the details.

Let’s face it, if you attempt to do any customization of ACT! reports, it is tedious at best. Truly it is not the core strength of this contact management software. My friend Jason has a great idea how reporting should be. I talked with him on the phone recently, and asked questions about his product (video below).

What we’ll cover on this call:
o Why Contact Management Reporting is Important for Your Business (advantages)
o How Reporting Allows You to Get a Leg up on the competition
o Jason’s product, and a very special offer
o Chance to win a $100 Visa Debit Card

To be truthful, this product has saved my clients thousands in customization work. I’d like to introduce you to Jason, so have a look at the video, and sign up for the webinar by filling in the registration form below.

Webinar/Call Details:
Date/Time: July 31, 2008 at 3pm EST, 12pm PST
Where: Your Phone, and Internet Connected Computer
Duration: ~60 Minutes

Contact Information
First Name *
Last Name *
Email *
CRM version *
Users *

I look forward to speaking with you on the call.
-Travis

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Posted in ACT Related, Addon Products, Videos, Webinar | 12 Comments »

Outlook Email Integration with ACT! by Sage just got easier…

In August I got quite a response when asking about your experience with email integration and ACT:

Since then I’ve been testing a product designed to solve many issues ACT users have when it comes to email integration with Outlook. If you want better use of email and your ACT database, check out what some folks in Germany put together in a video I’ve prepared for you(press Play button [triangle] in lower left) .

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Posted in Addon Products, Videos | 23 Comments »

ACT Database synchronization…Is it Reliable?

I get emails from subscribers from time to time, and sometimes a theme will surface, so I take that as a hint and share it on the blog so that others might benefit from it.

This most recent inquiry arrived in two separate emails from subscribers yesterday, albeit the same question. Does database sync in ACT 2008 work?

For those that aren’t aware, database synchronization gives remote ACT users the ability to synchronize changes with the main database back in the office while they are in the field, or upon returning to the office. ACT 6 and older systems did sync, but it was often a pain to get setup properly for users. The newer versions can be configured to sync whenever there is an Internet connection detected. It can be as simple as a single user having a laptop and a desktop sync, or a 100+ user ACT system with a database on the internet available at all times to sync.




Back to the email… one user is using ACT 5 and emailing contact data to parties within the company.  This seemed curious, so I replied and asked him why, here was his reply: (more…)

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Posted in ACT Related, Technical | 18 Comments »

"ACT Received Horrid Reviews, is the 2008 Edition Any Better?" Part 1

A question from a www.WhatsNewWithACT.com subscriber who wonders if he should upgrade.

DISCLAIMER: This was going to be a single post, but then I realized I needed more space…”don’t clog the blog”…so here is part one of two.

I seriously considered Sage ACT!, but the 2007 version received horrid reviews, particularly from long-time users. I’m curious as to whether you feel the 2008 edition has addressed those extensive criticisms – and specifically how.
-Larry

Larry, you make a good point. As the old saying goes, “a bad word travels faster than a good one”, right? Especially on the Internet.

I would say the majority of comments are from legacy (pre SQL Verison) ACT users, those who have been loyal for years. (I’ll address the others shortly). ACT became a critical tool for their business success, and they faithfully upgraded with relative ease year after year. (more…)

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Posted in ACT Related, upgrading | 20 Comments »

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