Archive for Sage ACT

The changing world of Sales and Marketing

A few months ago I had a great lunch with a friend here in town who owns a marketing firm that has a particular emphasis on social media.  One of the things we discussed is the changing face of marketing.   What is also changing is the role of sales and salespeople. My company is really starting to […]

Sage ACT! 2013 Service Pack 1 now available

Service Pack 1 for Sage ACT! (Pro and Premium) was released yesterday (January 8, 2013).  This release addresses issues that users have requested in Sage ACT! and focuses on staying current with technology trends. The most significant changes to this release are compatibility updates to fully support the following new platforms: Microsoft Windows 8 Windows […]

Viewing custom dashboards on the Web

I just learned something and thought I’d pass it along to people who are interested in Sage ACT dashboards and viewing them on the web. Behind the scenes, there is an XML file located in the Tools folder under Program Files that controls what templates are available for building dashboards in Sage ACT.  You can […]

Staying nimble when business changes

Back in 2009 I wrote a blog article about staying nimble in a bleak economy.  It is sad to note that we are still in that environment.  That made me think it was time to revisit this post and see what had changed.  Interestingly, not much.  I’ve added a few new items, but here is […]

Using SQL commands in Excel – Drilling down into ACT data

Today’s blog is about using SQL commands directly in Excel.  I am going after data in Sage ACT, but you can use the same technique to go after a wide variety of data sources that are SQL based. First off, open Excel.  I am showing you screen shots from Excel 2010.  You want to click […]

Time to ACT!

Several years ago I wrote this blog article and after working with a client recently I figured it was time to post it again.  We went over exactly what was in the post and I thought that would be great to blog about. And I went, duh, I already did. Here it is. Time to […]

Mining Sage ACT eMarketing Data

I love Sage ACT’s eMarketing feature.  It is a plugin that allows me to use the Swiftpage email blast and survey service. I can send out mass emails and ensure that none get delivered to people who have opted out of my emails AND (this is the good part) know that they have indeed received, […]

Ask the 5 W’s when deciding on a CRM

When thinking about the right CRM ask the 5 “w’s” questions: Where are you going to use it, Why are you using it, When will you use it, What will you write about and Who is your audience. 1. Where – if you are selling GPS equipment to combine owners and you are outstanding in […]

Clearing and resetting the ACT and Google Contact integration

Over the past year or two I have had a love/hate relationship with my Motorola Android phone.  It has a memory leak and without rooting the phone I can’t clean out that bad file.  So, I keep resetting it to factory mode and reloading my contacts. Recently I started using the ACT and Google integration […]

Not seeing the forest for the trees

Everyone we talk to recently is still lamenting about how bad the economy is and how hard they are struggling to get in new business.  We are in the same boat.  So, it is important to us to do everything we can to get in new leads and quickly react to them.  In addition, we […]

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