CRM Blog

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This is part 1 of our new ACT 2011 Premium Training videos – focused on the topic of Database Design. This video (Part 1) features one of our top consultatnts, Claire Leong, a long-time ACT! Certified Consultant and Premier Trainer. Thus these tips are not merely conventional info that you might find in a Dummies book. Instead, these tips and tricks are based on years of experience with helping our clients customize their CRM.

Items covered in this video are:

1. Introduction to Field Customization in ACT
2. What is the purpose of the pre-defined User Fields in ACT?
3. The “Referred By-Details” field should be standard in everyone’s database.
4. It’s helpful to add the field “Category” to your database.
5. “Address Type” will help clarify where you’re sending letters to.

If you need assistance or advanced support with Sage ACT 2011 – or if you simply need a demo or review of ACT by Sage 2011 Premium, please don’t hesitate to contact us.

If you have questions regarding the CRM cloud or online CRM tools, please let us know. Our trained staff of CRM consultants would be glad to assist you.

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Sage ACT! 2011 has brought out a little-advertised but truly revolutionary feature.

Users are now able to filter the History records on a Contact record – by the History Type. If you only want to see the Calls Received (inbound) on a Contact, no problem! Just uncheck all items by hitting the None button. Then select Calls Received.

What about wanting to see all the Meetings Held for an entire company? No problem! Just go to the Company record and select the History tab. Then filter to only view Meetings Held.

What about viewing the Follow Up Calls from the Last Week for all the individuals who received last month’s E-mail blast? No problem. Just create a Group for the E-mail blast recipients, select the History tab, filter to the date range and finally filter to only view the Calls Completed.

So, what are you waiting for? Need help finding the best CRM programs? Need a small business CRM demo or price information? Just give us a call! We’d love to help you. If you live in Orange County or Los Angeles, we might even be able to work out a live demo of how online CRM can work for you. Our team has been working with ACT! by Sage for over 10 years and can hopefully answer just about any question you can throw at us.

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Many CRM solution packages are so big that they have stopped listening to their fan base. This could even have been said about ACT! even as recently as 5 years ago. But no longer. ACT is listening to us as Certified Consultants and ACT is listening to you, the user! ACT! by Sage is focused on User Adoption. They want you and your team to love ACT! – which is what has made ACT! one of the top crm tools for over 20 years!

What have they done?

(1)    ACT CRM software created a forum for users, not just consultants. They listen, take questions and provide answers. If you haven’t joined or checked it out? Try it today.

(2)    ACT Surveys. The next time you get asked to do an ACT survey, go ahead and take 5 minutes to fill it out. ACT really is interested in your opinion. Shoot straight. Tell them what you love and what bugs you. They value this data!

(3)    ACT Beta. If you haven’t been a part of a beta experience, I can tell you from experience that it is valuable and insightful. It is a fantastic chance to really get to know the program’s strengths and weaknesses – as well as provide valuable feedback.

Do you need more information or an online CRM demo? Do you need to understand the differences between the various versions of ACT or the differences between ACT! and other CRM solutions such as SugarCRM, Microsoft Dynamics CRM, Sage SalesLogix or Salesforce.com?

Please don’t hesitate to call or email us. Whether you need ACT Consulting in Chicago, Illinois, ACT Training in New York or an ACT CRM demo in Houston Texas, we would love to help you properly compare so that you are empowered to choose the ideal CRM Business Software system for your organization.

CRM Software Online

CRM Customer: I want online CRM software!
CRM Consultant: OK. Do you need offline access (in an airplane or car for example)?
CRM Customer: Of course!
CRM Consultant: Well, then you need a Sync Environment.

The above conversation takes place each week in our business. Many of our clients really want Web CRM. And for good reasons. SAAS is intriguing from a TCO perspective and relieves the CRM Sales Team of needing to upgrade their hardware on a regular basis (updates, hotfixes, etc…)

Yet, at the end of the day, a Sync Environment frequently makes sense for most businesses.

Read the ==>Online CRM Software whitepaper<==

Or feel free to start with the synopsis below:

1. ACT! Synchronization Overview. Understand the Publisher/ Subscriber model and how this is used in the desktop as well as the mobile environment.
2. Goals and Objectives of the ACT! Sync Model. Find out about the various synchronization methods and their pros and cons – as well as what is most commonly implemented by top consultants. Also find out what kinds of data is synchronized.
3. Features and Capabilities of ACT! Sync. Discover how ACT! performs Data Logging and Tracking. Learn aboout Security and Permissions. Understand Database Management from the Admin perspective.
4. Preparing for Synchronization. The Administrator must understand how to define the three key components of Sync Sets as well as the “Who List” (for users).
5. Internet Sync. Learn how to configure this advanced and flexible form of synchronization.
6. Troubleshooting. Learn advanced methods of troubleshooting ACT! 2011! sync. Understand Sync Logging, usage of the Knowledge Base and key features in the ACT! Diagnostic Tool.

Need assistance getting sync configured? No worries. That’s our specialty. Regardless of your sync needs, we can help you get the best, fastest, easiest sync model configured for your team. We’ve helped design contact management systems for over  10 years, and we look forward to assisting you with your CRM and deployment design. Just call or email us – we’d love to help!

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