CRM Blog

Have you ever been confused with all the bells and whistles in your CRM? Well, that’s one of the reasons ACT has been so popular and has a huge fan base that just refuse to leave them. ACT is just simple!

Now though, ACT has improved that experience even more! ACT has focused on improving User Adoption by simplifying 2 key areas: The Welcome Page and Importing Data

Welcome Page

(1)    Instead of hundreds of options, the Welcome Page now focuses your attention on 3 options – Creating a database, Opening an existing database, and ACT Support and Help videos.

(2)    ACT has created numerous highly visible feature videos.

Importing Data

(1)    Users can now import directly from Excel, not just a CSV or a TXT file. Now you can use .XLS or .XLSX files too!

(2)    ACT now gives you the option for a Typical Import (fast configuration) vs a  Custom Import (flexible configuration).

(3)    You might think, “I always need it to be flexible though.” Well, ACT addresses that now by providing automatic interpretation of your field labels. So whether you call a column “Company”, “Firm” or “Business Name”, it will be imported into the proper field!  That’s smart – and easy! In fact, if you want to update or append the synonym list, you can easily do so – it’s just an XML file!

(4)    You can even create new fields on the fly! You now have a One Click option to create fields from the import source file. And the Layout designer will launch if new fields are added! Smart!

Do you need more information or an web 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. We would love to help you properly compare so that you are empowered to select the ideal CRM Business Software system for your organization.

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Sage ACT is crossing over from Contact Management to CRM! Check out the new features in this latest version. Here’s an excellent Powerpoint presentation detailing the new CRM features in ACT! 2011. 

10 New Features in Sage ACT 2011

Topics addressed are as follows.

1. The three main reasons to upgrade your online CRM to ACT!
2. Benefits and features of Smart Tasks – ACT!’s answer to workflow.
3. Overview of the Smart Task designer screen.
4. Benefits and features of the Outlook Contact and Calendar Sync
5. Overview of the Outlook Contact sync configuration screen.
6. Overview of the Outlook Calendar screen side by side with ACT
7. Benefits and features of the new Hoovers Lead Generation service in ACT
8. Overview of the Business Info Services (Hoovers!) configuration screen.
9. Comparison of the various Business Info  and Lead Generation plans
10. Feature comparisons of ACT versions (incl. 2005, 2006, 2007, 2008, 2009, 2010 and 2011)

Don’t forget all the “lesser” new features too! Slick new import functionality and improved dashboard as well as flashy Excel export and mobile service!

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

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Who is Accent Gold? Check out our Prezi-tation! Tim Priestley made this recently for our ACT 2011 Roadshow. It highlights the following:

1. our Core Values
2. our CRM solutions
3. our focus on business processes
4. our cutting-edge knowledge in the world of Mobile CRM.

Ever wondered what we look like? Check out our pictures?

Now check out the action pictures!

Looking for the best Import tool for ACT 2010? We recommend MergeAdmin by ASDS.

We have been using this “Excel into ACT” import utility for the last 4 years.  It is fast, robust, and it allows you to (a) import into a field only if that ACT field is empty and (b) import into an ACT field only if the Excel field contains data. That way, you’ll never overwrite ACT data with a “blank”.

Lastly, the User Interface is easy to understand. It even lets you save all the import settings so that you can quickly run an update when needed.

The one drawback is that it doesn’t allow for import into custom sub-entities.

For other import recommendations give us a call – we’ve tested just about every tool on the market. For more info check out http://bit.ly/MergeAdmin.

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