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.

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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

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.

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

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.

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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

Small Business Owners using ACT! Hosted Services for Cloud Access

Posted by Julie Cooper

The number one question I have been asked from my ACT! clients this year:

My small business is growing and I need access to my ACT! data on my mobile devices and access via Web, but I ....

  • have ACT! Pro Edition of software and it's an older version. 

    • With ACT! Hosted Services the latest Premium version of ACT! software is included in monthly hosting investment.*

  • don't want additional IT costs.

    • You can forget about additional hardware needs or complex configuration.  You also benefit from Swiftpage's secure, state-of-the art data center that's monitored 24/7.  ACT! handles the ongoing maintenance and performs nighly back-ups.

  • want fast setup to my ACT data in the cloud.

    •  In most cases the whole process from quote to accessing your database via cloud is about 1-3 days.

  • may need technical support accessing my data via cloud.  Is this included?*

    • Yes, you can contact ACT! Technical Support for support questions. With ACT!'s Business Care that is included with your monthly subscription you get top level tech support here localy in the US!*

 

  • still need a remote (off-line) copy of my database. What other advantages does this provide me?

    • Yes. The remote database gives you the ability to:

      •  update user settings

      •  customize reports 

      •  access to a host of commonly-used desktop ACT! add-ons

      •  modify User Security Access

      •  import Data

      •  create Loacl Data Backups

 

 Getting Started with ACT! Hosted Solution Video:


 

*For Act! Hosted: Review Act! system requirements at www.act.com/systreq. You must purchase one Act! Hosted subscription per user. Feature limitations with Act! Premium (access via web) apply for online access. View the KB to learn more. Visit the Act! Marketplace or contact your Julie Coper, your add-on product provider, to determine compatibility for your add-on products.

 

Still have questions if this is the soltuion for your business?  

Call Julie for your specific business needs: 269-445-3001.

 

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Topics: ACT! Web, Swiftpage e-Marketing, Lower IT costs, Make your business work smarter, Web-based productivity tools, Productive Improvements, CRM for Effectiveness, ACT! Tips and Tricks, ACT! Success, ACT! Cloud

35 Ways to Boost Sales Productivity with CRM: Now & Later

Posted by Dick Wooden

35 Ways CRM boosts sales productivity: today & every future day.

The following list contains various ways that the use of a CRM system and related technology can help boost sales productivity and effectiveness...

Now:

  • To get a quick handle on your schedule for today and this week. It is important to not miss a To-do task, an appointment, a phone call or an important meeting and screw up expectations.
  • To reduce my risk of forgetting who, what, when, where, why, and how!
  • To quickly find information about a contact's phone number, email, or address.
  • To notify prospective customers abou 
    t an upcoming event such as a trade show or new pricing for a product line using email.
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Topics: Managing Change and Transitions, ACT! Web, CRM Automation, Knowledge transfer, Knowledge Capture, Social Media Use, Social CRM, Mobile CRM, Saleslogix success, Web-based productivity tools, eMarketing Effectiveness, Business success with CRM, Better Decision Making, Insight Knowledge, CRM benefits, Sales Productivity Improvements, Know your customer, CRM understanding, CRM for Effectiveness, Success with Relationships, Sales strategy, ACT! Premium Mobile, Follow-up Failure Solutions, Infor CRM Specialist

Sage ACT 2013 SP1 - Stay Compatible and Experience New Features

Posted by Julie Cooper

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Topics: ACT! Web, Social Media Use, Social CRM, Integrated Business, Buying process, ACT! 2013, ACT! Tips and Tricks, ACT! Success, ACT! Cloud

Second Time Around: CRM Success Replaces Skepticism

Posted by Julie Cooper

Right Sizing CRM for the Business

Adopting a new business management tool like a CRM system never comes without obstacles. In the case of one of our customers, a payroll company, their main obstacle was something from their past that they are now diligently overcoming.

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Topics: ACT! Web, CRM user adoption, Tailor made CRM, Business Growth Enabler, Web-based productivity tools, Business Relationship Development, CRM Strategy, Selling Smarter, ACT! Success

Top 10 Amplify Business Success with CRM Articles of 2012

Posted by Dick Wooden

The Most Popular Content about Selling, Marketing and Customer service

Julie and I here at Success with CRM Consulting, Inc. have been compiling our most effective and practical advice from this year' "Business Success with CRM" blog, that you as our readers, enjoyed over the past year. 

The biggest trend that has arrived and will be getting strong is around "Mobility" and all the systems/tools to Enable Sales performance and CRM engagement with mobility.

May you pick up useful knowledge that will improve your business life and those around you.

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Topics: ACT! Web, Customer Experience Improvement, Results Gained with CRM, Mobile device management, Saleslogix success, Business Growth Enabler, Make your business work smarter, Web-based productivity tools, eMarketing Effectiveness, Marketing Effectiveness, Business success with CRM, Strategic Business development, Sales Productivity Improvements, Business Transformation, Know your customer, Acquire-Retain-Develop, Customer Retention, CRM for Effectiveness, ACT! Tips and Tricks, ACT! Success, People first CRM, Executive Buy-in

From Selling a System to Becoming Trusted Advisor: Part 1

Posted by Julie Cooper

An Enabled Sales Force Gains Productivity

Our relationship with a company I’ll call Printing Pros started two years ago. The owner, whom I’ll call Mr. J, contacted us because their sales reps were actually begging for a customer relationship management system. He opted for Sage ACT! 2011 when he saw how it would increase productivity and gain visibility into what the sale reps were doing.

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Topics: ACT! Web, Mobile device management, Mobile CRM, Keep in Touch, Business Relationship Development, Sales Productivity Improvements, Trusted Advisor, Customer-Centric Strategy, ACT! Tips and Tricks, ACT! Premium Mobile

Why Adopt CRM in the Cloud?

Posted by Dick Wooden

Efficiency and utilization improvements along with lower operating costs with the cloud..

Cloud computing has long been a popular topic for businesses worldwide. Why? The cloud promises many benefits including the ability for IT departments to scale and add new capabilities without the need for large infrastructure or staff expenditures. According to a recent Gartner report, cloud based services are making it easier for businesses to evaluate software, add new users, and upgrade to the latest software versions. “After more than a decade of SaaS (Software as a Service) and cloud service use, adoption continues to grow and evolve…This is occurring as tighter capital budgets demand leaner alternatives, popularity and familiarity with the model increase, and interest in SaaS and cloud computing grows.”

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Topics: ACT! Web, CRM Guide to Success, Results Gained with CRM, Saleslogix success, Cloud computing, Web Services, Adaptable CRM, Business Growth Enabler, Web-based productivity tools, CRM Strategy, ACT! Cloud, Infor CRM, Infor CloudSuite

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