Archive for ACT CRM

You can lead a horse to water…7 UI design tips for increasing user adoption

We’ve all heard the saying, “you can lead a horse to water, but you can’t make him drink.”  Maybe you can’t MAKE him drink, but… you can ENTICE him to drink. You can provide beautiful, convenient and tasty water so that he WANTS to drink.  Let’s apply this analogy to software UI (screen layout) design. […]

Spring Cleaning for the mind

During a meeting last week we were discussing a book to review during a quarterly education event coming up. Cleaning out my desk drawers the week before, I stumbled upon a miniature edition of The 7 Habits of Highly Effective People.  I suggested we use that as our book review. It’s timeless and still very relevant. […]

Set your CRM up for success

I’ve been working with a client recently and we’re getting ready to upgrade their Act! As part of the project, I asked my client what was their defined sales process.  And I got the answer I was actually expecting. There was none. Most of the sales reps had been selling this product line for years. […]

Getting creative with Act! Word Templates

One of the features of Act! is the ability to create Word templates that can then be auto populated with fields from the act database.  The classic details pulled into the document are company name, contact name, addresses, etc. A tip we often show is adding last contact interaction information such as the last time […]

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 […]

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