Archive for Sales Automation

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 […]

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 […]

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 […]

Q2C – Quote to Cash – What it means for SMBs

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! […]

Quotewerks Tip of the Week – Exporting Quotes to Excel

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 […]

Pain or Passion – Keys for Nurturing Customer Relationships

It’s hard to come up with fresh materials for social media. Every weekend when I plan out my tweets for the week, I’ve settled on having a general theme. It helps me gather material and puts a focus on things that come up spontaneously throughout the week. As I have said before, life in general […]

Set your CRM up for success

I’ve been working with a client recently and we’re getting ready to upgrade their Act! As part of the project, I asked my client what was their defined sales process.  And I got the answer I was actually expecting. There was none. Most of the sales reps had been selling this product line for years. […]

Act! v19 is here

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 […]

Automation…do more with the resources you have

Your greatest resource is your time. – Brian Tracy Automation is the key to doing more, more accurately with the time and resources you have. Many of the tasks we are required to do  – or think that we should do – can be done in whole or in part by automation.  Automating routines frees […]