Archive for ACT CRM

It’s our 20 Year Anniversary

20 years ago, I went out on a limb, cut the cord with corporate America and started our company. It’s been fun, and at times, pretty much an up hill journey with some years being better than others. But we are still here thanks to a really wonderful staff of people holding us up alive […]

Act Backups and how they really work

This week we helped a client recover from a data loss.  However, it was not without some pain.  The data was not being backed up correctly so we had to restore from a really old backup copy. Responding to another question regarding data restoration, someone asked if deleted records could be recovered. The answer was […]

Using warm calls to keep in front of clients

This month we’re doing another of our Reese’s Southern Wisdom blog posts. The timing is actually perfect.  August is a favorite month for travel, family vacations and just getting out of town. For people, that’s a good thing. For sales, not so much. With customers not picking up the phone to call for sales or services, […]

CRM is not rocket science

While working with a client recently I described the basic underlying strategy for a CRM (customer relationship management) process.  He had chatted with several different companies and he remarked that he got paragraph after paragraph of descriptions. However, he said mine was the simplest and one that he felt he could repeat to his sales […]

Q2C – Quote to Cash – What it means for SMBs

Recently I posted a Youtube video about the integration of Act! and Quotewerks. I’m including a link to it below. After I sent out a Tweet about the video I got back quite a few interesting comments but one in particular inspired this blog post. This follower liked the video and said that the Act! […]

GDPR – Why you need to prepare now

You have probably been hearing quite a bit about GDPR – the European General Data Protection Regulation. What you may not realize is if you have European contacts that you interact with and store their data, you need to understand how that can potentially impact you via heavy fines. The biggest point of GDPR is […]

Addins for Outlook missing – Act v20.1

Version 20.1 has resolved many of the Outlook and Act integration issues. Some residual side affects may still exist and after the update you may notice the Act addins do not show up in Outlook. Here’s a fix for that: Close both Act and Outlook. Open a secure Command Prompt (right click on the Command […]

Having trouble connecting ACT and Outlook? The answer is here.

Act version 20.1 just released. Swiftpage rewrote the underlying Act and Outlook integration. And IT WORKS! Totally. If you are experiencing issues with Act and Outlook integration, you are not alone. Microsoft made sweeping changes to the way programs interact with Outlook. It broke many applications including Act. Act decided to change the way the […]

Don’t be a victim of Act! data loss

Recently, we have had several frantic calls from customers needing to restore contacts in Act! after a user has unwittingly deleted them. Unfortunately, in some cases, these clients haven’t had a recent backup of their Act! Database to pull the deleted contacts from. Don’t let this happen to you. Follow these guidelines to protect your […]

Maximizing your strengths and Strategizing your weaknesses

Today’s blog post is the first “official” entry for my Reese’s Southern Wisdom series.  During my conversations with Reese he kept referring to maximizing his strengths and “strategizing” his weaknesses.  This phrasing is a bit different than you will typically see when you research this concept. And that is on purpose for Reese. It’s classic […]

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