Posts Tagged ‘ ACT 2007 ’

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 »

Considering an ACT Software Upgrade?…2 Must Ask Questions

People say they learn a lot from me, truth is I learn from customers and subscribers all the time. Yesterday I talked with a customer who articulated something I think might benefit others. It was pertaining to the idea of upgrading his ACT software after receiving an upgrade notice from Sage Software, he said, “I got some critical enhancement products as a part of my ACT install, I know how it all works and interconnects with my business process, as a result I’m cautious about installing a soon to be released upgrade.”

The truth is, he has quite unique combination of ACT Addon installed on his computer…each with a critical business purpose, allowing him to focus on what brings in revenue, selling. However, it does bring up a very fair question.

Should I upgrade?

For 2008 and beyond, with any software, the question people are asking…Should I upgrade?

Here are some questions ACT users must ask before answering the upgrade question. Take time to write out the answers to these questions, and be as specific as possible.
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Posted in ACT Related, Business, Handhelds, Other Technical | 13 Comments »

Is ACT! by Sage 2007, "junk"?

I recently received and email from a subscriber of http://www.whatsnewwithact.com/.  I thought I would publish it here, as perhaps he is part of the few bold enough to ask these questions, yet many might benefit from this discussion…below is the text and my reply. 

I have since read several reviews that ACT 2007 is junk. I believe it because I have been a user since version one and upgraded annually. I bought vs. 2005 and also 2006 but returned both. I had hoped that 2007 would fix the slow buggy product. I think they should fire all the software engineers and start over.

I am currently using vs. 6 but want to update. Any suggestions on what I should try?

Here is my reply:

 

Indulge me for a moment, and allow me to encourage you to consider another approach.

1.) All software has bugs, unfortunate but true.
(http://weblog.infoworld.com/gripeline/2006/03/21_a378.html)
2.) Pick your poison.

In accepting these realities, you will be in a better (not bitter :-) ) position to make your choice.  Make sure you pick the software that meets your business objectives first, and verify you can deal with the bugs, AND that the company will be around long after your purchase.

I’ve found that the people who have a bit of distaste in their mouth with ACT! (or any piece of software) are more often ‘technical’ in outlook than ‘sales oriented’.  Those who have a ‘selling’ outlook seem to get over the technical hurdles a bit easier.

Now if you are still reading, to take you forward, I would setup a test system, or at a minimum test the migration of your v6 database, and see how it does, so that you know what to expect when you want to migrate for real. 

As a last resort, you may want to see about hiring someone to migrate the database if it gives you fits, this may be a good investment, even for the most tech savvy.
Visit: www.act.com/acc to find a consultant in your area.

Hope that helps.

Warm Regards,
Travis

PS: I hope you find my review of the software
to be helpful in your decision making process.

What about you?  Have you completed the upgrade?  Done a migration, or are you sticking with an older version?  If so, why?  Feel free to comment from your own experiences.

Happy Thanksgiving,
Travis

 

 

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Posted in ACT Related, Business | 11 Comments »

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