Category: Web Info Tab

Act! Helps You Get Where You’re Going, Literally

7/30/2015

Act! is a wonderful tool for helping your business gets the results you’re looking for. But did you know that it can also help you literally get from Point A to Point B? We’re continuing this month’s discussion of Act!’s Web Info tab with some information about the Google Maps and Google Driving Directions features.

Both Google Maps and Google Driving Directions are included in the Web Info tab out-of-the-box. Need a general idea of where a contact is located? Look up the contact in Act!, click on the Web Info tab in the contact record and click on Google Maps. No need to open a browser window or copy and paste an address.

On the road a lot? Accessing Google Driving Directions through the Web Info tab is a great time saver. Look up the contact you’re planning to meet in Act!, click on the Web Info tab in the contact record and click on Google Driving Directions. Act! pulls the address from your My Record as the starting point and voila – directions from your office to your contact’s main address appear right inside of Act!.

Have you used Google Maps or Google Directions through the Web Info tab? Comment below.

Social Networking with Act!

7/28/2015

This month’s highlighted Act! feature is the Web Info tab. One of the great things about the Web Info tab is that it makes connecting with your contacts on social networking sites faster and easier than ever.

The benefits of being able to connect with your contacts on social networking sites are numerous. Sites like LinkedIn, Facebook , Twitter etc. are great ways to find out what your contacts are interested in, what events they may be attending, which groups they belong to, if they change employers, etc. Engaging with your contacts on social networking sites also allows you to share industry, company and product news and promotions while helping contacts keep your products and services in mind.

Social media integration may also help you time important calls properly. For instance, you may pull up a client’s Web Info tab, check their Facebook or LinkedIn page and find out they are on vacation, on a business trip, or taking a leave of absence 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.

Need help using the Web Info tab to connect to your Act! contacts on social media? Contact Us

Has connecting with your business contacts on social media helped your business? Share your story in the comments below.

Act! Feature of the Month: Web Info Tab

7/17/2015

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.

Act! Helps You Get Where You’re Going, Literally

Social Networking with Act!

Act! Feature of the Month: Web Info Tab

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Kristi Smith Consulting | (847) 520-0860 | info@kristismith.com