Tag Search: mobile
3 Options for Getting ACT! Onto Your Phone
Posted: Monday, August 22, 2011 at 3:46:39 PM EST by Website Administrator
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Today’s smart phone and mobile devices are pretty impressive and are widely used by business people and their staff. For some users, these devices are being used more than their laptop or desktop computers. So, if you use ACT! in your business then it’s pretty likely that your going to want to have ACT! on your phone too. Depending on what sort of phone you have and how many users you need to mobilise with ACT!, you have a number of options. These include: |
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Option 1: Contact Sync with SageACT! 2011
• Free with SageACT! 2011
• Syncs Contacts and Calendar between ACT! and Outlook
• Requires your phone or mobile device to sync with Outlook
Option 2: Handheld Contact
• Syncs wirelessly and automatically.
• Runs from your server and has a free app for your mobile device
• $200 per annum annual subscription per device.
• Available for iPhone, iPad, Blackberry, Windows Mobile
• Not available for Android devices yet. (coming soon)
Option 3: 123 Syncronizer
• Ideal for organisations using Microsoft Exchange as their email server
• Syncs Contacts, Calendars and Tasks with Exchange
• Allows phones and mobile devices wirelessly connected with Exchange to interact with ACT!
• Also very good for organisations that have some staff working from Outlook and not ACT!. Allows the whole organisation to see what is happening via Outlook but still allow ACT! users the added functionality of managing their contacts and calendars from ACT!.
Mobilising your business with your Contacts, History, Calendars and Tasks from ACT! can benefit your business in many ways.
For a Free Consultation to discuss which option is best for your business call Today on 1300 799 064
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.
Week In Review (1st June 2012)
Posted: Friday, June 1, 2012 at 4:47:57 PM EST by Ben Hamiltion
This week we have rolled out ACT! for more than 40 users nationally. Also we setup Handheld Contact for 7 mobile users so they can access all their CRM data while on the road with their iPads and smart phones.
For another client we've configured Auto Field Calculations so that some key bits of information they collect are processed and other fields are automatically modified to be the appropriate value.
On the development side we've scoped, built and designed a new database schema for a client who supplies product to promotional companies and we'll be rolling that out in the near future.
One of the tricks we learnt this week was to do with Date Fields in ACT!- if you press the '+' or '-' keys (not on the numeric keypad) you can increment/decrement the day. By doing the same with the 'SHIFT' key depressed, you can increment/decrement the month. If you're a keyboard power user, this can save you from having to grab that mouse!
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.
Week In Review (8th June 2012)
Posted: Tuesday, June 12, 2012 at 10:32:46 AM EST by Ben Hamiltion
This last week has been a great week, Raahul in our technical team came back to work after a bicycle accident that landed him in hospital. Not only that but, this week marked Raahul's 2nd anniversary of working with us at Evolution Marketing. We are all happy to have him on the team and are pleased he is back on deck.
Handheld Contact (HHC) is a great solution for getting ACT! data onto iPhones, iPads, Androids and Blackberry's and given they reduced the price at the start of the week, we've been deploying a lot more of HHC for our clients. I use it myself.
One of the more unusual jobs this week was a request from a client who had imported a few hundred contacts, they had imported a 'history' entry into the Last Results field. Not wanting in Last Results, we were able to put together a script to copy those entries from Last Results into a History entry, with correct history types and Record Managers.
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.
