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Last Friday I started off this series by sharing some things I've learned about goals and how to set them up to increase the likelihood of your success.
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I'm admittedly not a big fan of New Years Resolutions. It seems like no one keeps them for more than a few days or maybe a month, and we don't hold each other accountable because no one ever really expected a long term commitment.
We're hosting our first ever Sage ACT! 2012 Virtual Road Show next week Wednesday, September 21st at 11am Eastern / 2pm Pacific.
As much as many of us would like to believe it, using technology to completely automate your lead generation is not always a great idea, though it certainly should be a prominent component of your overall strategy.
Yesterday I was attended a "Speed Networking" event put on by the Mississauga Board of Trade. It turned that out to be a fantastic way to get to meet a lot of great businesspeople in a short time, eliminating a lot of things that can get in the way at typical networking events. I wanted to put together a short post to describe Referral Key, one of the tools that I'll be using to reach out to the people I met at the event, as well as a tip for ACT! users on how to get your contacts quickly added to Referral Key.
For the most part, I'm happy with how ACT! handles Outlook e-mail integration. There are a few tweaks I'd like, but overall it's easy to use for both recording outgoing e-mail messages as well as selectively attaching incoming messages.
In my last post I gave my take on a couple of options for having full access to your ACT! software on iPad via remote access solutions, namely LogMeIn Ignition and Remote Desktop Protocol (RDP).
I have to admit that more and more I’m becoming a fan of Apple products. I happily made the switch from Blackberry to iPhone and the addition of an iPad to my mobile arsenal has been extremely handy.
A major feature that often gets overlooked by people who use ACT! is the ability to generate useful reports for getting great information out of their data.
On Wednesday I met with a client in Kitchener to do some ACT! training and one of the issues that came up was that they needed an easy way to print all of the history for a particular contact record. They had been printing history via the Print History option of the right-click menu on the History tab.
