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Act! Introduces the All New Outlook Add-In

7/26/2016

The new Act! Outlook Add-In is available in the Microsoft Office store here. The Add-In is only available for Act! users with an annual Act! subscription.

Features and Benefits
With the new Act! Outlook Add-In, users can streamline workflow, save time, and ensure they maintain a complete record of all customer and prospect interactions.

View Interactions from Microsoft Outlook
Quickly and easily view the past interactions of any customer stored in Act!, with all of the details of past meetings, phone calls, and emails, without ever leaving the Outlook interface.

Add New Contacts
Add new and/or edit existing contacts across both platforms with the click of a button right from an email in Outlook.

Comprehensive Act! Contact History
Easily maintain a complete record of all customer and prospect interactions by attaching the text of an Outlook email to an Act! contact, all from within Outlook.

Create Act! To-Dos
Quickly schedule meetings, calls and other to-dos with Act! Contacts from an Outlook email, streamlining workflow and increasing efficiency.

Are you looking to transition to an annual Act! subscription? Or do you need help installing or using the all new Act! Outlook Add-In?

Act! Feature of the Month: Act! Emarketing

7/13/2016

Did you know that your purchase of a recent version of Act! Premium (v16 and above) includes a basic Act! Emarketing account at no extra cost? Powerful, easy-to-use emarketing tools help you reach the right customers and prospects with the right message, so you can:

Grow your business
Drive sales success
Create customers for life

With Act! Emarketing you can create and send campaigns, analyze results and insights, and view comprehensive contact history – all within Act!

Take Advantage of Powerful Act! Capabilities

Easily access Contacts, Lookups, Groups, and Companies right from within Act! to quickly build targeted email lists.
View emarketing results directly on each contact record within Act!.
Take notes, view complete history, and edit contact details to keep your data up-to-date – no synching, uploading, or downloading needed.

Grow Your Business with Lead Capture

Easily create simple webforms to capture leads from web pages, newsletters, emails, and more.
Copy/Paste HTML into your web page, newsletter and more.
Or, use a hyperlink to Act!’s hosted form.
Extended and Basic forms included.
Stay organized using Act! Group functionality.

Send Your Email with Confidence

Ensure your message gets to the inbox, with our expert advice and handy strategic tips for higher conversions and improved deliverability.
Our dedicated deliverability team manages sender reputation to ensure your emails are sent with outstanding delivery rates.
Send personalized emails immediately or schedule for future delivery with ease.

Track More Than Just Your Emails

Find out exactly what happened after your email was sent, including open rates, clicks, bounces, opt-outs, and more in easy-to-analyze graphs and detailed reports.
Use what you learn to continuously hone your messages.
These results can also be recorded in Act! history so you can make sure future communications reach the right people.

Expedite Follow-up with Intelligent Call Lists

View a prioritized list of recipients ranked by level of interaction – allowing you to contact those who are most interested in your message – right within Act!.
Robust integration within Act! allows you to easily create Histories, Activities, Lookups, and more – right from the contact within the Call List.

Organize Your Leads

Enable Call Lists at time of send or anytime thereafter to get dynamic, up-to-date interaction information.
View and manage Call Lists for each of your campaigns, or combine the hottest leads from all your campaigns into one.
Review all Call List results, or for campaigns over a specified time frame.

Host & Share Your Media

Ensure customers notice your message with personalization options like dynamic data integration and attention-grabbing images.
Upload and host images and documents that can be used to personalize your emails.
Easily share images and documents in your email campaigns by embedding or linking to your hosted library.

Create Email Templates with Ease

With over 100 email templates provided, you’re sure to find one that fits your business need, or easily import your own HTML files for a completely custom campaign.
Customizing your email template is simple with our intuitive drag-and-drop template editor.
Mobile-friendly templates offer maximum readability on mobile devices.

New for Act! v18 - Act! emarketing has been greatly improved for Team use. As an administrator, you have greater control over who can send emarketing message with Call List filters and Act! emarketing permissions for send and Smart Tasks.

Want to purchase the latest version of Act! and take advantage of all Act! Emarketing has to offer? Already have Act! Emarketing and looking for training in using it efficiently and effectively?

Act! Feature of the Month: Act! Web API & Act! Connect View

6/20/2016

The new Act! Web API is a modern development integration service. This application runs on your Act! Premium (access via web) server and allows you to seamlessly and easily connect and integrate your Act! Premium Contacts, Groups, and Activities with additional services as part of a Premium Subscription. It provides do-it-yourself integrations and automation, as well as effective and flexible custom development capabilities.

Act! Connect is the Act! Marketplace now updated for a new generation of connectivity. Integrations using the new Act! Web API are available in Act! Connect for active Act! Premium subscription customers. Quickly and easily set up connections between Act! and:

Outlook®
Slack
PayPal®
Wufoo™
QuickBooks Online
And more!

Enrich your Act! data and trigger actions that save time and accelerate your sales and marketing efforts. The improved installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.

Looking for help installing the Web API or creating Connections? Want to learn more about how you can use the Act! Web API to benefit your business?

Featured Act! Add-On: Duplicate Remover Wizard

5/23/2016

Are you frustrated by duplicate contact records in Act!? Let the Duplicate Remover Wizard help you quickly and easily merge the duplicate records in your database.

The Wizard allows you to:

Specify up to 5 fields to be used to match records to find duplicates.
Specify whether records where one or more of the match fields are blank are to be ignored.
Specify whether the most or least recently modified record is the record that will be retained in full.
Move all subsidiary data (Notes, History, Activities, Opportunities, Secondary Contacts, and Documents) to the retained contact.
And more!

Buy Duplicate Remover Wizard

Spring Clean Your Database: Merging Duplicate Entries

5/11/2016

We’ve written before about how to prevent duplicate entries in your Act! database. But what do you do if your database already contains duplicate entries? This month we’re continuing our spring cleaning theme by discussing how to merge duplicate entries in Act!.

Act!’s Copy/Move Contact Data function will allow you to merge 2 contacts using the following procedure:

1. Look up both contacts using the Lookup box in the upper right corner of your Act! database.

Act! Add-Ons to Import, Export or Update Data

4/21/2016

Did you know that we sell and support powerful tools that allow you to import into Act! or export from Act! in ways the software doesn’t usually allow? These tools allow you to do things like:

Import into history
Import into opportunities
Run imports on a scheduled basis
Run complicated imports and exports
Repair damaged Act! databases by copying good data from one Act! database to another
Convert a salesforce.com database backup into an Act! database.

Looking to learn more or ready to purchase?

New Technical Support Request System

4/13/2016

We are now using a ticket system for technical support requests. For the most efficient response, please fill out the technical support request form on our website: http://www.kristismith.com/act-technical-support.html

Haven’t used our support services yet and wonder what we have to offer? If you’re looking for advanced personalized support for Act!, support for older versions of Act! or support for Act! add-on programs, we urge you to take advantage of our support services!

Here at Kristi Smith Consulting, we’re familiar with our clients and their unique needs. We can not only tell you HOW to do something in Act!, but whether or not you SHOULD do it.

Want to save money on KSC support? Sign up for one of our KSC Support Plans or pre-pay for two or more hours of support through our online store.

“Back to School” for Businesses

9/18/2015

Now that it’s September, kids are back to school, summer vacations are over and business is picking up for many companies. Before the increased pace of the business day overwhelms you, you may want to invest a little time in education yourself.

Here at Kristi Smith Consulting, we offer a variety of tools and services to help you conduct business efficiently and profitably. Contact us to learn more about:

Getting all your prospect and customer details into one organized place, accessible from the office and on the go.
Efficiently managing your calendar and opportunities.
Building better customer relationships.
Convenient ways to get up to date information about your customers and prospects.
Reaching the right customers with the right messages.
Following up on the hottest leads to drive more business.
Gathering critical business intelligence including email campaign effectiveness, pipeline efficiency, revenue by lead source, and more, so you can evaluate performance, guide strategic improvements, and know what to do next.
Extending the power of Act! with add-on solutions and integration with popular business tools.

We provide business solutions that make sense so that you can get the most out of your business.

New! Reschedule Multiple ACT! Activities with Ease

2/14/2011

Do you have your ACT! database set to 'roll-over to today' certain uncleared activity types? Are you overwhelmed by the number of roll-over activities that appear when you open ACT! each morning? A good friend and colleague of ours has developed a free ACT! add-on program that can help lighten your day just a bit.

The Multiple Activities Reschedule is a must-have ACT! add-on program for busy people who just don't have enough hours in the day to get through their task list. If you consistently roll over your activities, and are buried under the growing number of items on today's calendar, you'll want to download this add-on! We did. With this tool, you can highlight multiple activities in your ACT! task list, then right click, select 'Reschedule Multiple Activities' as shown in the picture, and reschedule them en masse to another day - not just roll to today, but move to next week, next month, or whenever is convenient. BEST OF ALL, it's free! Try it today - the only thing you have to lose is your seemingly endless daily task list!

* Compatible with ACT! 2010 and ACT! 2011 locally installed databases only. Not available for ACT! for Web users.

** We do not receive compensation for promoting this add-on. We simply love to share useful, time- and energy-saving ACT! tools. We hope you enjoy it as much as we do!

We'd love to hear what you think of this product - please comment below! And if you have ideas for ACT! feature improvements, please let us know those as well! We will gladly pass them along to our connections in the Sage ACT! product development department.

Accessing ACT! on the Road is Easy and More Affordable

2/1/2011

Handheld Contact Update

Handheld Contact has lowered the pricing for the annual Professional Edition* subscription from $239 to $179, making it more affordable than ever before to take your contacts and calendar with you!

For those of you who are unfamiliar with Handheld Contact (HHC)... Handheld Contact is an ACT! add-on program that wirelessly syncs and manages your ACT! Contacts, Activities, Calendar and Notes/Histories from your Blackberry, iPhone, or other Windows Mobile smart phone.

Who Should Use Handheld Contact?
If you're job requires you to be on the road more than in the office, or if you just like the comfort (and security) of having your contacts and scheduled work activities with you at all times, you need Handheld Contact for ACT! (Never forget about another call or meeting again!) Trust us, we use it and have found it to be one of the most useful ACT! add-on products on the market.

What are the benefits?
Besides security and convenience, HHC is loaded with a variety of features that enable you to customize, access, edit and sync your ACT! database right from your phone. You can read all about the features and benefits on our Handheld Contact web page.

Would you like to get started?
If you are interested in having your ACT! database with you at all times for less than $15 per month, contact us on the web or call (847) 520-0860 today!

iPhone users will want to read my previously posted article - Handheld Contact for ACT! is now available for the iphone!

* Please note that there are no price changes for the Basic Edition service.

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