Archive for ACT CRM

Quotewerks Run-time error ‘-2146233088

If you ever get a Run-time error ‘-2146233088 when attempting to open Quotewerks, the error is telling you that you have not logged into Act.  What often is going on is Act is sitting on another screen at the Logon menu. The menu may be hidden behind another application. Finish opening Act and then re-open […]

Act, Quotewerks and Quickbooks – Match made in heaven

The current crisis forcing many companies to work remotely has made companies look at alternatives for doing business.  We have gotten dozens of calls on how to set up CRM access, and how to manage quoting.  For many customers, this has caused them to take a really hard look at their current quoting process, especially […]

Warm Calls – Now more than ever

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 […]

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 […]

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 […]

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 […]

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, […]

Tom Najemy of Squad 16 joins Patricia Egen Consulting

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 […]

It’s time to consider business process automation

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. […]

Martech. Say what?

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 […]