Archive for May, 2014

What does CRM mean to you?

CRM. We have all heard that term by now. To many it means having a process in place to manage customer relationships. To others it is a tool. To me, it’s all of the above. But before you can define what CRM means to you, you need to have an end goal in mind. What […]

Stonefield Query for ACT new release

One of our favorite reporting tools for ACT and SQL is Stonefield Query.  They have issued a new release. In this release: 1. Stonefield Query is compatible with the new Act! 2014 Service Pack 1 (16.1). 2. A new chart type is now available: Donut, which is similar to Pie but with a hole in […]

Quotewerks 4.9 Build 7 update

Quotewerks has released 4.9.7 of their software Since October 1, 2013, there have been 16 QuoteWerks updates released containing over 145 new featurs.  We love Quotewerks and whenever they come out with an update it’s always full of improvements.  The integration with ACT is seamless and makes creating opportunities a snap. Nice new features are a scripting language, […]

ACT eMarketing Announcement

ACT has a new eMarketing product.  This feature has been added to ACT v16 Service Pack 1.  It has an easy-to-use template editor so you don’t have to be a graphics wizard to product nice looking marketing campaigns.   You can create, send, and track professional campaigns that reach customers and prospects with the right […]