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Category: Act! Tips
Written by Ken Quigley
June 30 2023
Contrary to business owners' belief (or wish), employees do not typically embrace change. An inefficient system they’re familiar with is often preferred over an unfamiliar efficient one. It may not make sense, but when employees feel threatened or insecure, their objections are not always reasonable or easy to detect. Covert resistance from the...
Category: Act! Tips
Written by Ken Quigley
June 27 2023
Learning a CRM can be tough. Even when a program like Act! is easy to use, it's hard to know what to know. This can include mail merges, mapping, email integration, reporting, you name it. This is why Act! has published an extensive library of training videos to help with this learning process. These videos are divided into different categories...
Category: Act! Tips
Written by Ken Quigley
June 01 2023
If you're in sales, the start of every month is a pain. Not only do you go from hero-to-zero with each monthly reset of your quota, but there is a lot of pipeline management to be done. For instance, you have to decide which quotes should be killed, and which ones pushed, and regardless of what you decide, each and every one of them has to be...
Category: Act! Tips
Written by Ken Quigley
May 23 2023
I remember the first time I heard the term "Minimum Viable Product" used to describe a pre-launch software product, I admit I scoffed. How could the meaning of MVP be so casually flipped on its head? However, over the years, I've come to understand the wisdom of the term. The fact is "perfectionists" would not fare well in the software world, and...
Category: Act! Tips
Written by Ken Quigley
May 15 2023
When businesses or service professionals first get started, the temptation to use Outlook as more than an email tool is perfectly understandable. Outlook has, after all, a serviceable contact manager that includes a customer list and calendar that is suitable for most people's basic needs. The trick with using Outlook is not to avoid starting with...
Category: Act! Tips
Written by Ken Quigley
May 09 2023
With the scheduled release of Act! v25 next month, it's helpful to start planning the upgrade of your Act! software. Act! v25 will include the first schema change since Act! v21, and will feature exciting improvements to Insight reporting, SMS capabilities, as well as a long list of bug fixes. Whether you plan to upgrade to the latest version, or...
Category: Act! Tips
Written by Ken Quigley
January 31 2023
Customer engagement is a Madison Avenue buzzword that has come to mean everything and nothing. To be clear, customer engagement is not an intention, but a method, and the methods your business chooses reflect how seriously you take it. For instance, if your website cannot respond to customer inquiries at all times of the day or night, your...
Category: Act! Tips
Written by Ken Quigley
November 11 2022
Act! users that have older 32-bit versions of Act! installed prior to them upgrading to the new 64-bit version of Act! v24 may find some issues with doing so. The first is that the old and new versions of Act! get installed into different Program Files directory. All versions of Act! v23 or older get installed into "Program Files (x86)\Act", with...
Category: Act! Tips
Written by Ken Quigley
October 21 2022
QuickBooks is an accounting program with over 4.5 million active users for a reason - it's very good at small business bookkeeping. Act! is a CRM with over 800K users worldwide, because it's very good at contact management. If both programs are good at their respective jobs and have very few overlapping features, why do so many QuickBooks users...
Category: Act! Tips
Written by Ken Quigley
October 17 2022
Most websites have a Contact Us page. They're so common, in fact, many business owners treat them as an afterthought, leading them to often fail at their most basic objective; to effectively engage visitors. This may seem of little consequence, but an inefficent Contact Us page can hurt businesses more than they suspect, because whether this...

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