While working with a client recently I described the basic underlying strategy for a CRM (customer relationship management) process.  He had chatted with several different companies and he remarked that he got paragraph after paragraph of descriptions. However, he said mine was the simplest and one that he felt he could repeat to his sales staff. These were powerful words to me and reinforced what I have felt is a really simple message. Set up a process, implement it, do it every day,

Recently I posted a Youtube video about the integration of Act! and Quotewerks. I'm including a link to it below. After I sent out a Tweet about the video I got back quite a few interesting comments but one in particular inspired this blog post. This follower liked the video and said that the Act! and Quotewerks integration was a perfect Q2C or Quote to Cash software application. To be honest, I had never heard of that acronym so I went and, of course, Googled it. Don't you think Google needs

You have probably been hearing quite a bit about GDPR - the European General Data Protection Regulation. What you may not realize is if you have European contacts that you interact with and store their data, you need to understand how that can potentially impact you via heavy fines. The biggest point of GDPR is protection of personal data - at a much deeper level than is practiced in the US. An individual is in control of their data - not the other way around, even to the point where they should

Version 20.1 has resolved many of the Outlook and Act integration issues. Some residual side affects may still exist and after the update you may notice the Act addins do not show up in Outlook. Here's a fix for that: Close both Act and Outlook. Open a secure Command Prompt (right click on the Command button and choose Run as Administrator - or in Windows 10 choose Start Command Prompt - Admin) Change to the folder where Act is installed (cd "C:\Program Files (x86)\ACT\Act for Windows") Type

We're starting Quotewerks Tip of the Week blog posts and today's is about a trick a lot of people may not realize exists. Quotewerks has so much power it's easy to not know every single feature or nuance. A client wanted to be able to export Quotes to Excel so they could import them into their Accounting system. No problem. When in a quote, click on Tools - Export to Microsoft Excel. You can then pick which fields to pull into Excel. I chose them all just in case. Here's a couple of images of

Act version 20.1 just released. Swiftpage rewrote the underlying Act and Outlook integration. And IT WORKS! Totally. If you are experiencing issues with Act and Outlook integration, you are not alone. Microsoft made sweeping changes to the way programs interact with Outlook. It broke many applications including Act. Act decided to change the way the integration works to remove that from happening in the future. If you are interested in hearing more about this, give us a call at (423)875-2652.

Recently, we have had several frantic calls from customers needing to restore contacts in Act! after a user has unwittingly deleted them. Unfortunately, in some cases, these clients haven't had a recent backup of their Act! Database to pull the deleted contacts from. Don't let this happen to you. Follow these guidelines to protect your Act! data: Limit user security to ONLY what the user NEEDS to do their job. It is a misconception that users need to be "administrators" in Act!. The

Today’s blog post is the first “official” entry for my Reese’s Southern Wisdom series.  During my conversations with Reese he kept referring to maximizing his strengths and “strategizing” his weaknesses.  This phrasing is a bit different than you will typically see when you research this concept. And that is on purpose for Reese. It's classic "Reese Speak." Reese spent many years studying sales and personal improvement techniques. He is particularly fond of Stephen Covey