Posts Tagged ‘ reports ’

Why you could be forced to upgrade ACT! software to the latest version . . .

There is much abuzz about Windows Vista. If you haven’t heard, it is Microsoft’s next operating system, set to release later this month. You can check out the features here:

I think it is amazing the impact of a new operating system to application developers, partners, and ultimately the end users/customers. Consider a major service pack release to an existing operating system…


When Windows XP Service Pack 2 was released, it created quite a bit of havoc for many, as users were uncertain how to respond to a rash of security warnings when launching their daily
applications (“I never had a security warning before, is our application safe to use?”). To be fair it was a double edged sword, Microsoft customers were experiencing significant productivity losses, due to security issues in Windows, and while some could prepare for the upcoming security patch to help (those in the know about service pack 2), many small business owners could not. The result: users were confused slowing productivity at best, as many had to determine what to do with the security warnings, or, at worst, troubleshoot why their application was no longer working.You may be asking, “What does this have to do with ACT!?”

What does this have to do with ACT! you ask? Glad you asked. With the forthcoming release of Windows Vista it seems like Microsoft has done it again. As it pertains to Vista, initial reports are a bit more drastic, in fact ACT! by Sage will not work for many. Reportedly, anything older than ACT! 2007 will NOT run on Windows Vista. This is due to the development environment Vista and ACT! was created in. For simplicity sake, let’s just say that ACT! 2007 was developed in a “Vista aware” environment. Whereas older versions of ACT! were not (afterall Vista wasn’t close to release during ACT! 2006 and prior development cycles). Furthermore, initial reports are that Sage Software won’t be able to put out a patch for customers to make it work, as this is an operating system issue…oh yeah, Microsoft owns that.ACT! users running Windows Vista would have to upgrade to ACT! 2007.”But I don’t have plans to upgrade to Vista anytime soon…” The reason I’m posting this now (as oppose to after my first hand experiences), is that computer makers typically offer a free upgrade
to an operating system when customers purchase close to its launch. If you own an incompatible version of ACT! this could spell trouble. So you buy a new laptop, and you get the Vista upgrade in the mail. With glee you stick the disk in to the computer to install the Vista ‘upgrade’, and
experience first hand that your customer management database application no longer works. You do have the option to Upgrade ACT!, but now you are forced to upgrade, instead of having a choice to do so. I don’t know about you, but in my experience customers don’t typically respond kindly when forced to upgrade. Not a huge deal when it is for a single license (depending on flavor, upgrade is $129-$229), but what if this is for 5 or 10 workstations or more? Becomes a significant cost, not to mention the cost of implementation and downtime.

So be aware, if you are an ACT! user, and intend to upgrade to Windows Vista, be sure your version of ACT!, and any other critical software application is compatible. Windows Vista looks very pretty on the outside, and it may well measure up to the signature marketing that is behind it. However, consider the impact to your business, and make sure all is well with your applications on Windows Vista first. Otherwise, your ‘upgrade’ may create an unexpected ‘downgrade’ to your pocketbook.

UPDATE: Check out this very informative link on the ACT website about supporting Vista, Office 2007, and IE7.

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What the Customer Values

Last Friday I installed a new ACT! system for a client, and today was the staff training.  These are a savvy group of professionals with diverse backgrounds on competencies.  I found it interesting to hear what they were so excited to learn.  Here are a couple highlights.  1.) Their office is VERY busy, and they can’t afford to have things fall through the cracks.  So, when they get an inbound phone call, instead of pulling out a pen and paper to take notes, they can instantly bring up a note taking “Record History” box and start jotting down the details that are coming over the phone.  After jotting the notes, they can then find the contact to associate the history with, or create a new contact.  When they click OK, the history is written to that contact, and now everyone has access to it (as oppose to a pad of paper).
2.) Group scheduling.  When they realized that they can now schedule meetings with each other as well as Resources associated (conference room, projector, etc.).  They breathed a sigh of relief.
3.) Sales Opportunities.  They learned that all their part numbers, product descriptions, costs, and prices were already imported in the Sales Opportunities, they claimed that this would be huge for their business.  Now they can do sales forecasting and generate sales funnels and reports with a click of a button and they didn’t have to manually key in all their products.
4.) Handheld sync.  When I discussed with them what they can do with handheld devices that tie into the database they changed directions and purchased 2 Treos instead of Windows Mobile devices.  This was a couple weeks ago.  I was surprised to learn during training that they now have 5 Treos and they want them all to sync via ACT! for Palm OS (including sales opportunity information).

This served as a good reminder to me, to keep the customer central.  It’s not about what I (or anyone) can do for them, it is about discovering where they place value, and offer appropriate solutions.  What they place value on may surprise you.  I imagine there are others out there who might benefit from these functions in your business.  Feel free to offer comments or feedback. 

Travis Campbell
http://www.actasap.net/
http://www.actblogger.com/
http://www.freeacttips.com/
http://www.asktheactpro.com/

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