CRM Tips and Advice Archives - Act Today CRM Tips and Advice Archives - Act Today

Category: CRM Tips and Advice

Top 6 Ways to use the Act! Dashboard

September 7, 2017

Do you need a quick and easy way to stay on top of your tasks and sales opportunities? Are you a manager who needs to track the progress of deals and motivate your team to reach targets? Act!’s interactive dashboard brings all your business information together in a comprehensive, graphical view to help you and […]

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Act! Dashboard

Top 7 tactical tips to get your team using Act! CRM

September 5, 2017

Many small businesses invest their time, money, and resources into adopting a new CRM system only to realise 6 months later that it’s not being used as intended. Even though your employees should be thankful that you have given them a tool to make their life easier, it can appear as more work that takes […]

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Act! User Adoption

Clever ways to use the Act! Web Info Tab

August 31, 2017

Throughout the years, Act! have introduced some fabulous tools that enable users to work smarter and save time. If you haven’t used the Web Info tab, its a great feature that delivers the power of the Internet, right within Act!. Along with performing like an internal browser, the Web Info tab provides the added benefit […]

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Create dynamic web searches from Act!

How to choose the best CRM solution for your business

August 29, 2017

  Whilst CRM solutions come in many shapes and sizes, they all have essentially the same aim – to help you collect, organise and understand key information about existing and would-be customers so you can do more, and better business with them. Much more than just a means of storing contact details, a Customer Relationship […]

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How to choose the best CRM

5 Benefits of using Social Media in Act!

July 19, 2017

Social media gives you a fast, simple way to help you understand who your customers are and what’s important to them. By using relevant customer data, you can build greater relationships with your customers that can drive sales and increase your revenue. Additionally, the more connected you are with your customers, the more loyal they […]

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Social CRM with Act!

Office 2016 Microsoft update breaks Outlook integration with Act!

June 21, 2017

Microsoft recently released an update for Outlook 2016 that is affecting the integration with other software applications that use the MAPI integration such as MYOB, iCloud and Act!. So unfortunately, this update affects any version of Act! that integrates with either Outlook 2016 (local install) or Outlook 365 subscription. What symptoms will you see Sending […]

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Office 2016 Microsoft Update breaks Outlook integration with Act!

Software Licencing:
Perpetual vs Subscription

June 20, 2017

Subscription software isn’t a new idea, however it’s new for Act! Customers. For the last 30 years, Act! has been sold as perpetual licence. To help explain the difference between a perpetual licence and a subscription licence, we explain each model and some factors that you might consider before deciding on which model is best […]

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Subscription-vs-Perpetual Licence

Top Tips for Managing Your Business Relationships Using CRM

May 1, 2017

Many small businesses adopt a CRM solution for the purpose of using it as a centralised repository for their customer information. However a CRM is much more than just a customer database. Your CRM should act as a powerful business tool to help you manage daily operations and marketing efforts. These aspects are particularly beneficial […]

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How to Customise the Colours & Fonts in Act! Views, Lists & Tabs

April 25, 2017

When you get a new phone or computer, do you continue to use the ‘out-of-the-box’ settings or do you change the background, layouts etc? You’re probably like most people and like to create a personalised look that is tailored to you. Who wants to stick with the boring default settings when we can personalise the tools we […]

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Customising Act!
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