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ACT! Tips

ACT! Tips

115 posts in this category

Keystroke's Monthly Product Deep Dive

Keystroke
Category: ACT! Tips

Our monthly Deep Dive series is intended to provide an in-depth demonstration of our Act! add-on products. In the fourth installment, we'll explore Act4outlook, Act4realty, and Handheld Contact, hosted by Michael Kadlub, James Young, and Victor Krahn on Tuesday, June 20th 2-4pm EDT

We'll be giving away three Act4outlook licenses ($29.95 value each) and two 1-year subscriptions to Handheld Contact ($79.95 value each)! All attendees that attend the event will be eligible to win.

2017-06-12 16:11:17
 

Common CRM Mistakes and How to Avoid Them

Keystroke
Category: ACT! Tips

Sourced from: https://smallbiztrends.com/2017/02/crm-mistakes.html
Written by: Clate Mask  

We live in the age of the customer, where businesses are built on the relationships they have with their shoppers. Customer relationship management (commonly referred to as “CRM”) is foundational to a small business’s customer experience strategy. It serves as the building blocks for winning over, helping and creating repeat customers. Today, small businesses have access to CRM technology that allows them to connect with their customers in a way that wasn’t possible a few years ago.
However, a CRM tool is only as good as its implementation, and for first-time CRM projects, there are potential pitfalls along the way. The following are the mistakes that can sabotage your CRM, and guidance on how to avoid them.  

Lack of Ownership
Without having someone explicitly own the project, you are likely to see a diffusion of responsibility effect. This is a phenomenon when people are less inclined to take responsibility for action when others are present. There should always be someone in charge. Ideally, someone who understands the sales and servicing process so they can map those processes to the tool.

2017-03-22 23:00:46
 

Windows 10 is coming! As an Act! user, are you ready?

Keystroke
Categories: ACT , News , ACT! Tips

Since making the operating system available last year, Microsoft has been "encouraging" people to upgrade to Windows 10 to meet its goal of getting the OS on 1 billion devices by 2017.

Now that we approach the July 29th deadline, Microsoft's "encouragement" is taking  the shape of downright skullduggery, as they employ more aggressive and sneaky tactics. Recent reports reveal them tricking consumers into providing consent to automatically update their Windows 7 and 8 workstations to Windows 10. Here is a snippit from a Fortune magazine post on May 31st::

"The pop-up window offering a chance to upgrade or not was changed so that the one action a user could take to prevent an auto-update—checking an X in a box—was changed so that checking that box initiated that update. Worse, according to PC World‘s Brad Chacos, “the upgrade installation can automatically begin even if you take no action whatsoever.”

2016-06-02 17:08:14
 
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