Week In Review (25th May 2012)Posted: Tuesday, May 29, 2012 at 11:06:19 AM EST by Ben Hamiltion
This week has seen the rollout of ACT! for a recruitment firm in New South Wales and a distribution firm based in Tasmania.
We've also begun upgrading a national machinery company from ACT! by Sage Premium 2009 to Sage ACT! Premium 2012 who has a number of remotely sync'ing databases on field staff laptops.
Also we've setup ACT! on a virtual machine client. This was done for a couple reasons:
- So that they can change the underlying hardware at a moments notice without disrupting use of ACT!.
- So the staff member can access it from where-ever they happen to be, from what-ever device they are using.
We've also setup the newly released ACT! Premium for Web Mobile for a client. In a nutshell it's a HTML5 based web interface that allows you to get live acccess to your ACT! database from iPads and other tablets and phones.
Katrina and I have done a lot of data importing this week, we've been cleaning data and importing it into Companies, Sub-companies, Contacts, Secondary Contacts, Notes and Histories all the while making sure they all associate with the correct Contacts and Companies.
A number of clients this week also engaged in training on e-marketing, mostly around using Swiftpage with ACT! more effectively.
This weeks quick tip: Often you want to email someone the contact details of another person, so in ACT!, while on the contact detail view, press CTRL-C (Copy), then in your email you can press CTRL-V (Paste) to paste in that contacts details.
Remember, we can help get your ACT! together.
The purpose of the ‘Week in review’ blog post: to give our readers some insight into what we are working on. We all get ideas and inspiration from observing the work of other professionals. We hope these short weekly updates deliver this for readers of our blog.
Who this post is for: Existing clients that are looking to get more from their CRM system and the relationship with Evolution Marketing and prospective clients that are interested in see what we can do.
What we do: We help businesses work out what they need to better manage their customer and contact information. We like to understand what your requirements are and then offer you advice on the best systems to achieve those objectives. We also provide Implementation, Training and on-going support. There are 3 CRM platforms we recommend, depending on a clients situation. They include SageACT!, SugarCRM and Nimble. We have a lot of SugarCRM work happening behind the scenes but are currently only sharing what is happening with our SageACT! projects in this blog series.
What would we like you to do: Leave a comment on this post. Follow us on Twitter or Facebook. Send us an email or give us a call. We’re interested in what your problems and goals are around enabling your business with better customer relationship management.