Accelerate the Speed to Revenue - Act! Integration with Zapier



Posted by Julie Cooper

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.

Read More

Topics: ACT! Web, Productivity Tips, ACT! smart tasks, ACT! Tips and Tricks, ACT! Success, ACT Emarketing, ACT Hosted Subscription, ACT v18, ACT integration

3 Business Issues Solved with ACT Premium Subscription



Posted by Julie Cooper

Provide a Flexible Alternative to Purchasing ACT Software

Choosing a Contact Management solution is about more than just software.  It’s about finding a product and a partner that fit your needs, and your business.  Finding that right fit can be a project in itself.  

Issue #1: I started my own firm and have used ACT for many years. My assistant needs to be able to access the database and I might possibly want other employees / partner to access in the future. What is the best solution for me now and to grow with?

Issue #2: We are currently running ACT 2011 and have upgraded our Outlook to 2014, thus losing our integration.  Soon we will be upgrading our PC's to Windows 2010.  I'm not in a position to buy the ACT upgrade software licenses as a 'Capital Purchase',  I guess we'll just have to keep doing what we have been doing? Isn't there a better solution for my business?

Issue #3: We need various methosds to work. I want to access my calendar and ACT database information from my PC, iPhone or from anyone else's PC at anytime.

Read More

Topics: Business Growth Enabler, Web-based productivity tools, Better Decision Making, Trusted Advisor, Buying process, ACT! Tips and Tricks, ACT! Success, ACT! Cloud, ACT Hosted Subscription, ACT, ACT v18

Meet Act!: Contact Management for Small Business



Posted by Julie Cooper

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.

Read More

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

Make Lead Capture Easy and Quick



Posted by Julie Cooper

Gain Valuable Market and Product Insights with CRM Emarketing Integration

Now you can swap those static web site lead capture form for interactive capturing of data directly into your CRM system. Capturing more leads and gaining valuable information qickly are benefits of the eMarketing integration with a contact management or CRM system. eMarketing is 

effective in a lead generation strategy when valuable content is provided. For example, your web site would have a call to action that allows the reader to download a white paper that relates to the benefits of your offering.

Read More

Topics: CRM Automation, Saleslogix success, Marketing Content Improvement, Make your business work smarter, eMarketing Effectiveness, Marketing Effectiveness, Better Decision Making, Growing Your Stronger Business, Acquire-Retain-Develop, Lead Conversion, ACT! Tips and Tricks, ACT Emarketing, Infor CRM Success

Newest Act! v17.1 Contact system improvements



Posted by Julie Cooper

Act! v17.1, the newest and most intelligent version of the #1 best-selling contact and customer manager.

With enhancements to integration and automation, it's easier than ever to turn your marketing efforts into successful sales.

Finally, sales process meets nurture marketing.

Key Highlights of Act! v17.1

  • Enhanced Call List functionality enables users to take actions directly from the Call List - like scheduling follow-ups, and creating Histories and Lookups.

  • Additional customization options give users a more personalized experience - including customized big buttons, Act! Notifications, and default History options.

  • Automation & Productivity Enhancements help streamline activities like import and duplicate checking (on Windows and Web!), Global web Info preference management, and additional options for URL links in Documents.

Read More

Topics: ACT! Web, eMarketing Effectiveness, Marketing Effectiveness, ACT! Friday Fun Tips, ACT! Tips and Tricks, ACT! Success, Well Used CRM, ACT 2015, act v17

Don't miss out on a better view of your contacts in Act!



Posted by Dick Wooden

Get a better view of your contacts and easily capture web leads!

Acquiring new prospects that fit your ideal profile, staying 'top of mind'  with your contacts and obtaining a 360 degree view of customers are core capabilities of a customer relationship management system such as Act! or Saleslogix.

Now Contact Timeline and Lead Capture new capabilities are available in the latest Act! Feature Packs for Business Care subscribers only.

 

New Contact Timeline Feature:

  • Easily see all the interactions with a particular contact - meetings, calls, opportunities, and more - at a glance!
  • Filter to view particular interaction types, such as opportunities and histories.
  • Edit interactions, right from the timeline
  • Easily view who is communicating with prospective and current contacts 
Read More

Topics: Customer Experience Improvement, Lead Generation, Staying Top of Mind, Business Growth Enabler, eMarketing Effectiveness, Ideal client, ACT! Friday Fun Tips, Engagement improvement, Know your customer, CRM Strategy, Timelines Account/Contact, ACT! Tips and Tricks, Follow-up Failure Solutions, ACT! 2014

Guess less. Grow more. Sales nirvana...



Posted by Dick Wooden

Guess less - grow more profitably

There ought to be a better ways to connect with customers and prospects about what they are most interested in so you don't have to guess as much and you can grow business more profitably. With the integration of Swiftpage emarketing into Act! v16 and Saleslogix we are sharing some friendly advice compliments our business friends at Swiftpage. Here is a handful of insights to get growing with Act! or Saleslogix emarketing so you can focus on what you love. 

Our love is helping business professionals develop positive relationships among employees, customers and prospects and definitely providing the tools to make it easier and smarter doing so. 

Read More

Topics: Swiftpage e-Marketing, Extend Reach and Influence, Staying Top of Mind, Web-based productivity tools, eMarketing Effectiveness, Marketing Effectiveness, ACT! Friday Fun Tips, Growing Your Stronger Business, Sales Productivity Improvements, Smart Ideas and Tips, ACT! Tips and Tricks, Saleslogix Tips, Sales Enablement with CRM

Increasing Top Line Revenue with ACT! eMarketing



Posted by Julie Cooper

Start identifying your top customers and the people you want to develop stronger relationship with.

1. Increasing Top Line Revenue

Increased lead flow, ensure lead quality, and prove program effectiveness will achieve effective and short term ROI. With the implementation of an eMarketing system like Swiftpage helps align the efforts of your marketing and sales teams manage a lead flow and process leads more efficiently.

Read More

Topics: Swiftpage e-Marketing, Staying Top of Mind, eMarketing Effectiveness, Sales Productivity Improvements, Acquire-Retain-Develop, Customer Retention, ACT! Tips and Tricks, ACT! Success

2 Solutions to Prevent Business Disaster from Poor ACT! Setup



Posted by Julie Cooper

Protecting Your ACT! Data with Actionable Next Steps:

You've taken the precaution of backing up your PC's information to the "Cloud" right? But are you really able to restore all of your essential data if your system crashes?

Read More

Topics: Data protection, Red flag issues, ACT! Tips and Tricks, Critical Mistakes with CRM, ACT! Success

Eliminate Typing - Turn Speech into Text Quickly with ACT!



Posted by Julie Cooper

Use ACT! v16 Mobile and Google Chrome to translate "Speech into Text" 

ACT!'s newest release, (2014)v16 demonstrates it's powerful compatibility with Google Chrome, making recording information effortless! ACT! for Mobile users have the upper hand on other comparable CRM system.  This year's newest release of ACT! v16 has proven to be their best product release yet. With the support of Google Chrome browser you can do more.

Read More

Topics: ACT! Web, Mobile device management, Regain Control and Perspective, Mobile CRM, Productive Improvements, Sales Productivity Improvements, CRM for Effectiveness, ACT! Tips and Tricks, Speech to Text

Print Friendly and PDF

Subscribe

TO THIS BLOG:
LEVERAGING YOUR CRM

Learn How to Grow Your Business Through One of Your Most Powerful Business & Sales Tools

Deliver Exceptional Customer Service

Categories

see all

Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.

 

© 2016 All Rights Reserved.
Legal Disclaimer