CRM_ACT @CRM_ACT
Patricia Egen Consulting | Platinum Level Act! Certified Consultants | Act! Sales, Training, Addons, Programming, Support, Customization. egenconsulting.com Customers worldwide Joined September 2008-
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CRM_ACT retweeted
I was thrilled to speak to @Swiftpage Nation at the 2017 @ActStory Global Partner Conference last week! Exciting technologies are here!
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RT @ActStory: Business Choice Awards 2017: #CRM pcmag.com/article/354575… #ActCRM - click on the link to other CRMs. Act was #2. Cool
After putting in custom tables, a client says this " our database now runs like a lean…mean…data machine." It's the small things in life.
When you first work with a customer, find out their preferences for interaction. Is it calls/emails/onsite visits? Put that in your CRM
Using custom tables just removed over 600 extra fields from client's Act DB. Opens so much faster. Do u use custom tables? @ActStory
Reminder. If you get a notification that Act has an update & u r in a shared environment, do the server first, then workstations. @ActStory
Act has released a Knowledgebase article about the MS update causing havoc with Outlook. It is an easy fix. kb.act.com/app/answers/de…
Seeing Outlook & Act issues caused by a recent MS update? Here's a quick fix. Find adal.dll - rename it to adal.old. Then reboot. @ActStory
When experiencing issues w/applications don't just search that application support & forums. The answer may lie somewhere else.
Seeing issues w/Act & Outlook? You r not alone. Other products are experiencing issues after a Win update. ow.ly/2Nsz30cVFkI
Recent Office/Windows update is breaking Outlook integration w/3rd party apps - like Act. Here's Microsoft KB to fix ow.ly/qYGw30cMRyL
Ever have an application freeze up & become unresponsive? Make sure there is not another window hiding. Use Alt Tab to cycle thru.
Social CRM: How customer support can benefit from social media act.com/act-blog/post/…
Act 19.2 is out. If you are on subscription you get this automatically. Remember, update the server first, then the workstations.
Had fun w/”digital drug” event. Customer loved Act emarketing call list feature refreshing opens on his invite. Could not stop clicking
Recent Outlook updates have caused issues w/3rd party apps. Here's a link on Act site that has tips. ow.ly/Lrvx30bQy4d @ActStory
WannaCry ransomware loses its kill switch, so watch out ow.ly/TgsW30bMfBK
Wow. 3 awesome customer calls in one day. Be still my heart. Sigh. THIS.IS.WHY.I.DO.WHAT.I.DO
Remembered something I heard years ago. It's not what you say, it's what your customers believe. Just ran into that today. Wow. Totally true
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