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

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

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

Chattanooga, TN, May 6, 2019 – Patricia Egen Consulting, LLC is pleased to announce that Tom Najemy, owner of Squad 16, will join us as a Senior Consultant. Tom has had an act! consultancy business for 20 years.  His office in East Windsor, CT hosts a training center providing hands-on training on copies of client’s databases.   Tom has been a power user of ACT since 1993 when he ran his own entertainment booking agency.   In 2000 Tom switched careers to became an

Compromised password emails abound these days. I'm sure you've seen them..."your account has been compromised...I know your password...send money." Many of my clients ask how could this happen? Well, data breaches are dismayingly common.  If you've been using the same password for multiple website/services, you are at risk personally and in your business. Here are some good tips that you've probably heard before: never re-use passwords don't use common passwords such as "password" and

Business Process Automation, also called Workflow Automation, is more accessible now than it ever has been with most businesses using some SaaS (software as a service) or web-enabled software. Automating routine processes can make you more efficient, improve accountability and standardize your customer interactions. Where do you start? Practice Kaizen...start by making one small, impactful change. Determine one process you think is (1) time consuming, (2) time-sensitive, (3) requires

With v21, Act by Swiftpage released a new product called Act Marketing Automation (called AMA for short). Ok, cool. Now what? Here's why you care. Martech. Martech, what is that you say. It's the cool new buzz word for something we all want - a way to automate our marketing processes so we can go do what we do best - our business. It stands for Marketing Technology and it's basically anything you use to reach your customers - using technology. It could be as simple as an email marketing tool