CRM Blog

Have you read E-Myth lately? Its got to be the best book I’ve read on how to structure my business!

A bit dogmatic, but it will help you build the right foundation.

Detailed review at http://bit.ly/EMyth.

Looking for a great Bible for your Blackberry. I enjoy YouVersion. It is free, but I need to be online. It’s simple, intuitive and has all the basics. Read about it: http://bit.ly/YouVersion.

For Palm, I’ve found Laridian Bible to be the most useful.

Looking for a good way to sync ACT 2010 to your Blackberry or Palm?

Just ask Tim Priestley!

He is probably the foremost authority in the industry and has tested just about everything out there! More info at http://bit.ly/CRMPDA.

Search terms for Compare CRM:

• act 2010 und blackberry
• act 2010 with blackberry
• act2010 to blackberry

Upgrading to Sage ACT 2011 or 2010

ACT! comes out with a new version each year. And it always boils down to the simple question, “Do the new features add enough value to justify the upgrade costs?” The answer this year is an emphatic Yes! 

ACT by Sage 2011/2010 Concerns

Let’s look at a few questions our clients have been asking: 

1. Will the new ACT! 2010 Dashboard allow me to view KPI’s like histories of emails, calls and meetings? Check
2. Will the new ACT! by Sage E-Marketing feature allow me to send E-blasts and track who opened my emails? Will it show me what links they clicked on? Check
3. Have they finally made the ACT! Premium for Web screen reflect the ACT! for Windows screen? Check
4. Will I now be able to customize ACT! Sales Opportunities as much as I want to? Check
5. I love Excel reports. Will I be able to easily extract the data to Excel 2007 so that I can create Excel Pivot Tables and Excel Charts from ACT! 2010? Check
6. Will I be able to customize my own tables in ACT! by Sage 2010 – like Services, Projects, Trouble Tickets? Check
7. Does ACT! integrate with Outlook 2007 so that I can send and receive Outlook E-mail invitations? Check
8. Does ACT! auto-integrate with Facebook and Linked In? Check

Find out more here http://bit.ly/ACT2010Upgrade. 

Nationwide ACT Training

So whether you need ACT training in Manhattan, Kansas or Detroit, Michigan, please contact us. We would love to help you with your CRM implementation. 

Search terms for Compare CRM:

• sage act 2010 tickets
• sage act trouble ticket

There’s a great tool for $30 – to toggle between Excel 2003 and Excel 2007 GUI.  Check out http://bit.ly/ExcelToggle.

Does wonders for your ACT 2010 training room , so you can install Excel 2007 and train on Excel 2003.