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

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

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

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.  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

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)

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

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