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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

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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.

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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)

Quickbooks Errors - Tip of the Week

We are resuming our Tip of the Week posts. Several emails came in saying people loved our tips so we're bringing them back. You ask, we deliver. This week, it's all about Quickbooks.  We use this program like a bunch of small businesses do as well. I depend on it and when it does not work, I get grumpy. Just ask my staff. Solving two problems in one week made me decide to have this be our tip of the week. Hopefully you might find them helpful as well. By the way, these tips are for

Which level of Act! Growth Suite is right for you?

If you’re new to Act! or are looking to add e-marketing to your Act! subscription, you might find navigating the charts and marketing materials for the new Growth Suite and Act! Marketing Automation a little confusing. As Act! business partners and consultants, it’s our job to help our clients make the best decision for their needs. Here is how I break it down... Do you just want to send out marketing email (newsletters, announcements, etc.), track clicks, opens and opt-outs all within Act

Is Act! for Web Secure?

We get this question a lot, so I thought it would be a good idea to document it here. You have several options with Act! Premium. You can self-host your database - which is what is called Act! Premium for Web, or you can pay to host your database "in the cloud." In this article, I'm just going to cover security precautions we recommend for clients running Act! Premium for Web and allowing Internet access to their Act! database.  If you are using Act! Premium for Web solely inside your

Introducing Act! Marketing Automation

Act! Marketing Automation makes it simple to optimize all the ways you communicate with prospects and customers to maximize engagement and drive business growth. Marketing automation refers to the technology or software that allows business to harness the prowess of smart and automated workflows to enhance productivity and deliver better prospect and customer experience. Moreover, using state-of-the-art marketing automation software, you can get a panoramic view of prospect activity (by

Patricia Egen Consulting, LLC

803 Creek Overlook, Chattanooga, TN 37415
Main office: 423-875-2652 • Arizona office: 480-788-7504 • Florida office: 754-300-282
support@egenconsulting.com