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ACT! 2007

Due to ACT!’s long history of increasing sales and efficiency for our clients, it has always been a top priority of ours.  In fact, we are among the largest certified ACT! consulting firms in the Delaware Valley.

For those not familiar with the product, ACT! is the world's most popular contact and customer management application focused on maintaining and growing business relationships.  It's a complete electronic database of all your contacts, including histories of conversations, meetings and activities.  In addition, it conveniently stores notes, sent and received letters, proposals, email correspondence, web pages and more.  It's also a powerful multi-user calendaring solution.

Two versions of ACT! are available, ACT! 2007 Standard and ACT! 2007 Premium for Workgroups. 

This isn't an just an upgrade but a complete facelift, which includes new features such as company records, a tremendously enhanced database synchronization utility, updated calendar views, customizable activity types, new contact notes and history tabs with advanced note formatting, better opportunity tracking, more powerful lookups and the ability to manage over 50,000 contacts.

Click here to view the ACT! website in a separate window.
   

ACT! 6.0

ACT! has been the number one best selling contact management solution in the world for several years.  ACT! 6.0 has recently been replaced with ACT! 2007, but there are still many satisfied users.  ACT! is very powerful and an incredible marketing tool.  In fact, it has won over twenty industry awards since 1995.  Easily synchronize your ACT! data with your Palm Pilot to stay informed on the road.  

If you are using or considering QuickBooks Pro 2002 or QuickBooks Premier 2002, the ACT! Link for QuickBooks is a terrific way to share and view your data and prevent the need for duplicate entries. 
               

ACT! for Palm OS


Have complete customer information with you on-the-go. 
    
ACT!™ for Palm OS® is the first-ever, complete contact management system designed specifically for Palm OS handhelds. 

Click here for all the details!
   

 

ACT! Link for QuickBooks

ACT! Link™ for Use with QuickBooks provides access to QuickBooks information from within ACT! via the QuickBooks View. ACT! users can view Invoices, Estimates, Credits, Sales Summary, Payments, Purchase Orders, Bills, Account Balance and Aging, and other transactions for any linked contact.

In addition, ACT! Link eliminates double data entry and saves time by importing ACT! contacts to QuickBooks or QuickBooks contacts into ACT!.

Visit ACT!'s website for additional information by clicking here!


            
Wired Contact

To take ACT! a step further!  The web product is an amazing application that allows you to access ACT! in real-time through your web browser.  It’s the perfect solution for traveling staff members or when working from home.  New records and changes made to the database are reflected instantly so ACT! users on your office network and ACT! for Web users in the field simultaneously see updates. 

Review Wired Contact in a separate window and again, be sure to try the “Features Tour and Demo.” 

        
 
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:: Hot Tip ::
 

 Creating a Personalized Mass E-mail Merge

Most mass e-mails that are sent today fail to reach their destinations because the recipients have installed spam filtering software.  Spam filtering software analyzes the subject line and e-mail body content to block solicitations, adult material and other unwanted e-mail.

Many spam filters also use volume filtering and block listing to prevent unsolicited e-mails from reaching their users' inboxes.  If you send an e-mail to a couple hundred contacts, and if you simply CC or BCC the e-mail to each of them, the spam filter might figure out that you're sending a mass e-mail.

Using the ACT! mail merge feature will help you deliver your important message without being blocked by spam filtering or ISP limits because each mass e-mail is sent individually to the recipients.

To send a mass mail:

  1. Click Write | Mail Merge.  The Mail Merge wizard appears.
  2. Select the contacts to whom you'd like to send a mail merge.  Your options are: Current Lookup, Current Contact, All Contacts or Selected Group.  Click Next.
  3. Select to send  your merge to E-mail.  Click Next.
  4. Click Brows and double-click the document template you'd like to use for your mass e-mail.  Click Next.
  5. Select the type of history you'd like to create for each e-mail recipient.
  6. Type the subject of the mass e-mail.
  7. Add any attachments to the mass e-mail.
  8. If you want to receive a confirmation when each contact reads your e-mail, select the Return Receipt option.
  9. Click Finish.  The mass e-mail will be sent directly to your outbox.

:: Growing Importance of ACT! ::
 

 Frequent contact with customers, or "relationship management," is important in building a successful business.  The payback is clear: Retaining current customers costs five to seven time less than finding new ones.  Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.


   
 
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