Automation…do more with the resources you have

Your greatest resource is your time. – Brian Tracy Automation is the key to doing more, more accurately with the time and resources you have. Many of the tasks we are required to do  – or think that we should do – can be done in whole or in part by automation.  Automating routines frees […]

CRM – It’s All About Relationships

Successful businesses have figured out how to use their Customer Relationship Management (CRM) system to foster relationships with prospects and clients. Building these meaningful relationships starts with: Learning about your clients – professionally and personally through dialogue and on social media Adding pertinent data to your CRM And, finally, taking action Here are six ideas […]

Act.Framework.MutableEntities.MutableEntity + FieldCollection + EmptyValueFieldException – Say What?

So you have a copy of our Duplicate Remover Wizard Expert for Act! and have set out to manage/reduce the duplicate contacts or companies in your Act! data base.  You run the program and it finds a good set of duplicates and you set the program to merging the records.  All indications are progress is […]

ACT slow to open – looking for bad URL #ACTCRM

Recently, a website was disabled that is called by ACT when it opens.  The missing website makes ACT open very slowly.  There is a fix for this.  This blog article will describe the fix and will give credit to the person who found this and documented it for us. A product called Sage ACT Connect […]

ROI – it’s not just about money

When you hear the term ROI, I am betting you are thinking money.  When I buy this stock, what will be my return.  If I invest in a business, will I get my money back. According to Wikipedia, ROI, or Return on Investment “is the concept of an investment of some resource yielding a benefit to the […]

Calling leads – when do you stop calling? It Depends.

Recently, I read a great article talking about calling prospects.  The main point of the article was that not all leads were equal – you needed to mix it up when reaching out to potential clients.   One of the questions people often ask is how many times should a prospect be called before you […]

ACT CRM Universal Search – Kicking it up a notch

One of my favorite features added to ACT CRM is Universal search.  This capability allows you search anything inside of ACT, including attachments.  You can filter the results as well.  But, hidden, tucked away in help manuals no one ever reads, are some tricks to further define your searching. This blog article will show you […]

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