Posts Tagged ‘ mail merge ’

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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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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ACT! by Sage for Regular Communications with Customers

I moved last week.

2100 mile drive, in 4 days, with my wife, kids, and brother in
law.  Phoenix to Cleveland.

A pickup truck with trailer, van, and 24′ moving truck…each
packed to the gills. I had a challenge…how was I going
to tell all my consulting customers in a personal way without taking too much time?

Is it possible to use ACT to deal with this challenge? Yes,
here’s how I did it. 
1.) Composed a personal message as an ACT template.* 
2.) Looked up all my customers in the database (lookup using the ID/Status field).
3.) Followed the mail merge wizard under the write menu, using the newly created template, set to record a history to each contact record receiving the message.

I ran the mail merge twice. 
First to send as an email, second to send to my printer so I could put a personal note, and then drop in the mail.

KEY: More than informing customers of my new contact information, it allowed me to build relationship with them.

You can do the same, there are many reasons other than commerce for communicating to customers.
Here are a few:
-Birthday
-Anniversary (reminder to husbands :-)
-Valentine’s Day (reminder to husbands :-)
-Mother’s Day
-Father’s Day
-Thanksgiving (this is BIG)
-Holidays including and surrounding
Christmas

It is always a good idea to regularly communicate with your
customers, ACT can be used as tool to do just that.

Ever driven across country?

Have ideas or feedback? Post them here.
Here’s how.

Now it is back to work, I have been working hard on a new service, I hope to give you more details soon.

Warmest Regards,
Travis Campbell
www.ACTasap.net

*I called everyone beforehand, this made the writing the letter easy, simply a restatement of what was discussed.
on the phone.

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