Act! v19 has been released and we are currently rolling it out to customers. With each new release, Act! keeps fixing outstanding issues or requirements from customer feedback. In addition, it is improving and modernizing the application to fit the current environment. One of the most exciting aspects of the recent releases is the WebAPI. It has put in place a rich infrastructure to allow Act! to interact and communicate with other applications, such as Quickbooks online, EventBrite, Paypal and

Chattanooga, TN – January 25, 2017 – Patricia Egen Consulting, a provider of business consulting services, located in Chattanooga TN, is pleased to announce the acquisition of Kristi Smith Consulting, located in Lincolnshire, IL. This acquisition strengthens our reach into the Midwest as well as bringing to our group a custom vertical CRM database designed for Physician Recruiters and Liaisons. Kristi, a highly respected and talented consultant, will continue on in a sales and strategic

The all-new Act! v19 is now available and shipping. Here’s what’s included: 64-bit Office compatibility Work with the Microsoft® products you rely on every day, because Act! is now compatible with 64-bit editions of Microsoft Office 2016, 2013, and 2010. Modern, new Connections (included in Act! Premium v19 subscriptions) Stay connected to key Act! Premium v19 details when on the move with Act! Companion—a native mobile app designed for your iPhone® or Android™1

It’s a brand new year.  People are looking at ways to start the new year off right. They are organizing their data, cleaning up files, and looking at current office setups.  One of the things we are finding customers looking at is Cloud based hosting of their critical files. Which for me can either be a very good idea or opening Pandora’s box. First off, let’s make something very clear.  Cloud basically means a computer somewhere else.  There is no magic involved.&

Was building a marketing plan one of your New Year’s resolutions but you just can’t seem to get started? Setting up a marketing plan or even a single campaign is not something to be taken lightly. There are many moving parts that need to be addressed. But let’s talk about a few basics that should help you keep it as simple as possible and get you started.   You know you receive messages that have nothing remotely to do with you or your interests. Don’t you often wonder how and why

Last week, during my 3rd Act! Deep Dive, I talked about finding "gems" of data in your database and then taking actions on them.  It reminded me that I had written an article years ago about this topic. When I went and found it I realized it's still relevant and I've resurrected for a blog post today. This is the article with a few modifications to bring it current. In the past I have written articles and blog posts talking about drilling down into your customer data.  No matter

It seems that the practice of sending cards to customers may be coming back into the norm. I know the holidays are upon us when I start getting calls and emails asking how to print labels or envelopes for holiday cards. The calls often start with the question like, “I want to send out cards, but I don’t want to have to type the labels/envelopes individually. Is there an easier way to create the labels?” So I thought this might be a perfect time to revisit the process.

Early in the New Year is a great time to review your online accounts and services and make decisions on what can be done to make this year better than the last.  Here are a few recommendations: Review your website and update the content or work with a designer to get a fresh look. Your website is often the first impression a prospect has of your company.  Take inventory of your online presence - get all login credentials for your domain(s), website hosting account(s), email