Before you make a client call or head to a prospect meeting, are you doing your research? Communication flows more smoothly when you have conversation starters  you can use. Act!’s Web Info tab is a valuable tool for quickly and easily learning the latest information about your contacts before you call or meet with them. The Web Info tab an internal browser that allows you to display web pages specific to a contact or company so that you can: 

• Find and connect with anyone in your database on their favorite social media sites - LinkedIn, Facebook, Twitter, etc.
  
• Locate your contacts and access driving directions using Google Maps and Google Driving Directions
  
• Visit your contacts' websites
  
• Look at the weather in your contacts’ areas
  
• Research your contacts’ company financials
  
• And more 
  

All without leaving your Act! database!

The Web Info tab appears in Act!’s  Contacts and Companies views. It comes pre-loaded with links to standard web sites like LinkedIn, Facebook, Google Maps, Weather, etc. You can customize what displays in the Web Info tab by adding, editing, or removing links.

Need help customizing the Web Info tab? Contact Us

We’d love to hear your thoughts on the Web Info tab. Are you using it? Do you plan to start using it? Have you created your own Web Info tab link that you’d like to share with others? Tell us in the comments below.

In the past, we have encouraged our clients to keep track of not just sales information regarding their clients, but to also make notes when clients tell them about an upcoming big event in their lives or when they share anecdotes. In this way, ACT! has always served as a tool that helps create and maintain a strong relationship with your clients.

But ACT! 2013 has made it even easier to care for those relationships. Let me show you an example.

Last time you spoke to John, you remember him saying that he was going on vacation to Florida soon. You have a follow-up call to make with him today, so you pull up his ACT! record. You made a note in your database that John was headed to vacation in Florida, so you will probably ask him how is vacation went.

But you are also friends with John on Facebook and linked to him on LinkedIn. So now with Sage ACT!’s social media integration, you can select the Social Updates tab to see what John has said recently on his Facebook or LinkedIn account. John mentioned that he went SCUBA diving on his vacation, and you are an avid SCUBA diver too—so now when you call John, you may inquire about the activities he did on vacation and spend a few minutes sharing your enthusiasm for SCUBA diving.

By pulling in your contacts’ updates which they shared with you on social media, Sage ACT! 2013 makes it very easy to engage your contacts in meaningful conversation, thereby cementing your relationships with them. And it saves you time—you don’t need to check Facebook and LinkedIn to see what John has been up to, because now ACT! puts it in one place for you.

Social media integration also may help you understand when would be a good time to make an important call. For instance, you may pull up a client’s Social Updates tab to find out they are on vacation, on a business trip, or perhaps they are not working due to personal matters. Social media integration can give you a heads up about what is currently happening in your client’s world, so you can more aptly frame the conversation and its timing so it is most convenient for them.

With this new release of ACT!, managing your contacts is smoother and more social than ever. If you would like to see more, feel free to contact our office at 847-520-0860.

If you are using Sage ACT! 2010 or 2011, connecting with your contacts on social media sites, like LinkedIn, is faster and easier than ever – thanks to the incorporation of the ACT! Web Info tools! The Web Info tab, which appears on the Contact and Company detail views, is actually a browser within ACT! that lets you display Web pages specific to a contact or company...