Archive for ACT CRM

3 easy strategies to protect your business and data

We all know that procrastination can get you into trouble. You can lose data if you don’t backup your computer/database, you can lose a customer if you don’t follow-up when you said you would, and you sure don’t want to be at a meeting at the wrong place on the wrong day or time. So […]

5 tips to help manage procrastination

Last week was National Procrastination Week so it inspired a theme for some of the articles in our monthly newsletter (which ironically is one week late.) That is just dripping in irony. For years, I have been a proponent of time management and organization. But I can and do procrastinate when there is something I […]

Act! v19 Key Features

Act! v19 has been released and we are currently rolling it out to customers. With each new release, Act! keeps fixing outstanding issues or requirements from customer feedback. In addition, it is improving and modernizing the application to fit the current environment. One of the most exciting aspects of the recent releases is the WebAPI. […]

PEC acquires Kristi Smith Consulting

Chattanooga, TN – January 25, 2017 – Patricia Egen Consulting, a provider of business consulting services, located in Chattanooga TN, is pleased to announce the acquisition of Kristi Smith Consulting, located in Lincolnshire, IL. This acquisition strengthens our reach into the Midwest as well as bringing to our group a custom vertical CRM database designed […]

Act! v19 is here

The all-new Act! v19 is now available and shipping. Here’s what’s included: 64-bit Office compatibility Work with the Microsoft® products you rely on every day, because Act! is now compatible with 64-bit editions of Microsoft Office 2016, 2013, and 2010. Modern, new Connections (included in Act! Premium v19 subscriptions) Stay connected to key Act! Premium […]

Is the Cloud one of your New Year’s projects?

It’s a brand new year.  People are looking at ways to start the new year off right. They are organizing their data, cleaning up files, and looking at current office setups.  One of the things we are finding customers looking at is Cloud based hosting of their critical files. Which for me can either be […]

Analyzing CRM Data

Last week, during my 3rd Act! Deep Dive, I talked about finding “gems” of data in your database and then taking actions on them.  It reminded me that I had written an article years ago about this topic. When I went and found it I realized it’s still relevant and I’ve resurrected for a blog post […]

Ho Ho Ho-Make Sending Holiday Greetings Easy

It seems that the practice of sending cards to customers may be coming back into the norm. I know the holidays are upon us when I start getting calls and emails asking how to print labels or envelopes for holiday cards. The calls often start with the question like, “I want to send out cards, but I […]

Act! v19 Released

Act! v19 has been released this month and is ready for purchase or upgrade.  The most significant thing announced was support for 64 bit Office. This enhancement was no slight undertaking and is a very welcome addition.  In addition to the new features, as always there have been ongoing programming bug fixes.  Swiftpage’s mission is […]

Business New Years Resolutions

The theme of our newsletter this month is preparing for the new year. And most people will spend the end of the year preparing their New Years resolutions. It is also a good time to do the same thing for your business. And, for me, I believe it should follow the same rules that I […]

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