Empty Cart

News & Blog

What We Say

Quick Tip Friday - Detail view missing from Act Cloud or Web

Ever had the contact or group detail view empty on Act for Cloud or Act for Web? Then your web/browser cache is full. It doesn't have enough space to load the views.

Solution: Run History and Cache cleanup in your browser tools or settings.

Act, Quotewerks and Quickbooks - Match made in heaven

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially if it's Excel or Word documents.  What worked in the past is no longer working. The crisis is making them finally look into more automated or improved processes.

Warm Calls - Now more than ever

Back in 2018 I blogged about warm calls. Reese, one of my long time customers, and now dear friend, called me recently to check in on us.  That's how he is.  You can always count on a fun call that lifts your spirits.  While we were chatting he said it's time for another one of the Reese's Southern Wisdom blog posts.  And since he is quite fond of talking about the power of making warm calls - not selling - just checking in - he felt now more than ever this is a vital and

Staying Sane While Working From Home - Part 2

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

Working from Home Tips - Part 1

We live in interesting and scary times at the moment. Many of our customers are having to resort to working from home. But business must continue. We are going to write a series of blog posts this week on tips to help. The first blog post will be about ways to access your applications and hold meetings remotely. This is where having things in the cloud is a boon. Most applications now have cloud access including CRMs, accounting, and Microsoft Office products. If you don't have your tools in

Act Marketing Automation White List IP Addresses

Tags :
For customers who use Act Marketing automation, the IP addresses used to send email from Act! Marketing Automation have recently changed. Users may experience test sends that do not deliver to their inbox and will need to add the new IP addresses to their white-list. It is possible that certain ports necessary for Act! Marketing Automation to function properly may be blocked. To ensure that you are able to use Act! Marketing Automation fully you can add the following exceptions to the whitelist

Quotewerks Version 5.4 Build 7 is available

Quotewerks Version 5.4 Build 7 is available.  The key item (we are excited about) is the integration with Act has been totally rewritten and has so many new features we are beyond thrilled. If you want to hear more or want to see a demo, call today at (423)875-2652. Click here to see the list of new features in QuoteWerks Version 5.4 Build 7! Improved Etilize Integration The QuoteWerks Product Content Subscription (Etilize) now offers an "In Stock

Email marketing vs marketing automation.

Tags :
We are helping quite a few clients get up to speed with Act! Marketing automation. Many of them were prior users of the Swiftpage e Mail marketing. One of the top questions I get is how is marketing automation different. There are tons of articles about marketing automation, but here's what I have told everyone - in a few words so they don't need to go read those articles right away. Email marketing is just that - sending marketing pieces out via email "hoping" people will 1) open them and 2)

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-2827
support@egenconsulting.com