Business Apps that increase productivity with Act! Premium Cloud Subscription.
Integrated connection between Act! and Zapier popular Apps automate everyday tasks to help you nurture leads, update contacts, communicate with your team, and learn more about your customers. Make your own ZAP with Triggers + Actions.
What is a ZAP? A ZAP is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!
What are Triggers, Searches, and Actions? Triggers, Searches and Actions are the foundation that power your integration.
Triggers- watch for events in your apps, then kick off a sequence of Searches and Actions.
Searches- look up existing data.
Actions- create new items. Together these three complete your tasks automatically.
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Topics:
ACT! Web,
Productivity Tips,
ACT! smart tasks,
ACT! Tips and Tricks,
ACT! Success,
ACT Emarketing,
ACT Hosted Subscription,
ACT v18,
ACT integration
Meet Vanessa as we follow her through her busy day, managing sales and follow up activities. She is struggling to reach out to prospective customers and what she really needs is an effective way to build and manage the business in order to increase sales.
Manage your day and easily share conversations in real time
Learn how to grow the business, organize meetings and monitor performance. Watch how Vanessa can access a customer group or company records to discover useful information including contact details and social updates. Using the calendar she can plan for upcoming meetings where presentations activities are completed. She can then use her mobile phone or tablet to get direct access to her contacts and create notes so that her team can keep track of all conversations in real time.
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Topics:
ACT! smart tasks,
Staying Top of Mind,
Make your business work smarter,
Nurture Marketing,
ACT! Friday Fun Tips,
ACT! Tips and Tricks,
ACT! Success,
act mobile,
ACT Emarketing,
ACT Hosted Subscription,
ACT,
ACT integration
Ed the Entrepreneur continues The Wooden Toy Story, Part 2
When we left Ed and his family business (Part I), Wooden Toys had become successful enough to support his son Dave’s growing family as well as Ed and his wife Carolina. Dave was on the road selling toy tractors and Dave’s wife April was helping his mom in the office. They had just updated all their PC’s but they were still tracking all their contact information in Microsoft Excel. Then Dave went to a trade show and learned about Sage ACT! He ordered 5 copies and their local IT shop helped them import all their Outlook and QuickBooks contacts into this new CRM system. Let’s pick up the story there.
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Topics:
ACT! smart tasks,
Ed the Entrepreneur,
Appreciating Asset,
Make your business work smarter,
eMarketing Effectiveness,
Marketing Effectiveness,
Better Decision Making,
Customer Relationship Development,
Productive Improvements,
Growing Your Stronger Business,
Customer Service Improvement,
Trusted Advisor,
Customer-Centric Strategy,
ACT! Success,
People first CRM,
Executive Buy-in
Sage ACT! 2013
is shaping up to be another exciting release. Yes, 25 years and still going strong!
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Topics:
ACT! Web,
ACT! smart tasks,
Social Media Use,
Mobile CRM,
Web Services,
Web-based productivity tools,
eMarketing Effectiveness,
Marketing Effectiveness,
Better Decision Making,
CRM benefits,
Productive Improvements,
ACT! 2013,
ACT! Success,
ACT! Premium Mobile
Make your business work smarter with CRM:
In the day in and day out struggle with running a business sometimes you have to stop working IN your business and start working ON your business. In part one, we listed 10 bright ideas for greater business success with CRM then expand the possibilities with part two: 10 more bright ideas.
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Topics:
Customer Experience Improvement,
ACT! smart tasks,
Simply Smart Working,
Saleslogix success,
Adaptable CRM,
Make your business work smarter,
Business success with CRM,
Strategic Business development,
Integrated Business,
Customer Service Improvement,
Smart Ideas and Tips,
CRM for Effectiveness,
Survey Customers,
ACT! Success
A CRM system will fail or succeed for several reasons. When it does fail it's often because several requirements were not considered. It takes a customer-centric vision across all departments and employee levels to be successful.
In this article and others to follow, we'll focus on a multitude of bright ideas helpful in the journey for more effective CRM business solutions. These have proven valuable over the years to our client CRM implementations- so feel free to use what works for your business model.
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Topics:
Managing Change and Transitions,
Productivity Tips,
ACT! smart tasks,
Simply Smart Working,
Make your business work smarter,
Business success with CRM,
Better Decision Making,
Strategic Business development,
CRM benefits,
Sales Productivity Improvements,
Business Drivers for CRM,
Business Transformation,
Smart Ideas and Tips,
Infor CRM Specialist,
Infor CRM Success
Business development is about acquiring, retaining and developing profitable clients and strategic business partners.
Core People and Business Relationships:
Select a contact management and customer relationship management that has core capabilities to identify key characteristics of people and of a business. Focus on what information you need to know to improve relationship growth and the value of the solutions your business provides to people.
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Topics:
ACT! smart tasks,
Customer Communications,
Business Visualizations,
Saleslogix success,
Business Growth Enabler,
Better Decision Making,
Business Relationship Development,
Foundational CRM,
Strategic Business development,
Growing Your Stronger Business,
Sales Productivity Improvements,
Business analytics,
Customer Retention,
Customer cultivation,
Workflow Improvements,
TaskCentre,
Perspective Improvement,
BPM-Business process management,
ACT! Success
One of the key business drivers for our clients is the ability to consistently get more things done in less time, especially those tasks that are currently using an employee whose time can be better utilized.
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Topics:
Productivity Tips,
ACT! smart tasks,
Saleslogix success,
CRM benefits,
Workflow Improvements,
Service Issues-Resolution Ticket,
TaskCentre,
BPM-Business process management,
Infor CRM,
Business Process Automation,
Business Alerting
You have your ACT! Software. You are now on the cutting edge of Customer Relationship Management. Now what?
First of all, a system like ACT! is not just a glorified rolodex.Like a rake hung in the garage for the entire autumn season, it doesn’t do any good unless you use it.Your new data system is dynamic and has the potential for greater good- if it is properly utilized.
Within about 60 days of receiving your ACT! Software, you should have all the data from your old databases entered into the system.Now it’s time to clean house.Do you have 3 entries for John Smith on Main Street?Combine them into one entry.Do you have missing information- first names, phone numbers, and dates of service?Go through and update these items.The efficiency of your software system is only as good as the data you enter.Remember the old programmer’s mantra, garbage in, garbage out? ACT! performs actions based on the information entered into the system.The better information, the better it will work for you.
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Topics:
ACT! smart tasks,
Forgotten Customer Relationships,
CRM benefits,
ACT! Tips and Tricks,
ACT! Success,
ACT! 2011
One of the new capabilities of ACT! 2011 is the addition of workflow using "Smart Tasks". We have covered these in prior blog articles, here.
Smart Tasks and activity series are similar because you can automatically schedule a series of related activities (steps) for a workflow task. However, Smart Tasks allow you to schedule e-mails, E-marketing for ACT!* e-mails, and run drip marketing campaigns* as steps in the workflow. Thus providing greater capabilities to stay "Top of Mind" with prospects and customers.
In addition, Smart Tasks can be run automatically based upon completion of the previous step. Activity series steps are based on an anchor date and not upon completion of the previous step.
The following table shows the features for each.
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Topics:
ACT! smart tasks,
Simply Smart Working,
Staying Top of Mind,
Make your business work smarter,
ACT! Friday Fun Tips,
Productive Improvements,
Integrated Business,
ACT! Tips and Tricks,
Workflow Improvements,
ACT! Success,
ACT! 2011
