Is your Act! database teeming with duplicate records and outdated information?  When you send a mailing, do you have to spend time cleaning up addresses?  Do you have high bounce rates on marketing emails? If so, you are not alone.  Below are the most compelling reasons to clean up your Act! database. Accurate information: A clean CRM database ensures that customer information is accurate, up-to-date, and complete. This can help businesses make informed decisions and provide

Unprecedented times are upon us. The Covid-19 crisis is affecting all of us. In particular, it's forcing many organizations to send their employees home to work remotely. This sounds like an easy thing to do - work from home. But for those of us who have been doing it for years, we know there are some things you need to do and do them quickly. It's all about staying sane while working from home.  Once you have figured out how to access your business data and applications (blogged about

  Several years ago I had the pleasure of meeting a new client who has also become a friend. His name is Reese Griffin. He is now retired, and was lastly a SVP at Boston Mutual Life. He's a born and bred southerner from Tennessee. Reese came to us looking for Act consulting. He is a devotee of the product and has been for years. It runs his world and he's almost lost without it. I was impressed with how well he used it and how he made it a vital part of his every day actions. Often,

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. Designing a user interface that is attractive, intuitive and efficient is key for user adoption and ultimately, imperative to the success of your software implementation

We have all known procrastinators or have been one at some point ourselves. Managing a procrastinator can be a frustrating and difficult situation. Let’s face it, procrastination not only affects our business but it affects our sanity. One of the obligations of a good manager is to mentor those we manage and help them achieve their project and career goals. There are ways to help a procrastinator from falling into those same destructive patterns. One way to help them is to find a way to help

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 what can you do? Act! to the rescue! Use the Act! Calendar and Task List Have you ever gotten to the office and thought, “I know there was someone I was supposed to call” but you cannot remember who it was

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 simply don’t want to handle. Whether it’s that grumpy customer or an employee issue, the situation isn’t going away. It’s best to deal with it head on. The hard things you

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 us up to spend our valuable time on problem solving, creative endeavors or personal relationships. So, how can we automate those routine tasks? I have a few go-to tools that I highly recommend: 1.