Archive for ACT CRM

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 […]

Sales Process? What sales Process?

Many of you know we are a computer consulting practice. We also do process improvement (on a small scale) and give advice on sales processes (again on a small scale). We do not in any way claim to be experts in selling. We are however pretty knowledgeable about what sales people will or will not […]

Welcome 2019 – Time for New Year’s Goals

It’s a new year and time for new year’s resolutions. A few years ago I started calling  them “goals” because a goal has, hopefully, a finite deadline. Resolutions often don’t. As I sat here pondering what were my 2019 personal goals, I also starting putting together my business goals. And I came up with a […]

Act! Software Licensing issue

We have been notified today about an issue with the third-party software component that supports the licensing of all Act! versions between Act! 2005 and Act! v20. This may affect your ability to take certain common actions with the Act! software and your future ability to access your Act! database. First off, please see the […]