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Helpful Articles

Posted: July 03, 2013
Category: Helpful Articles

Swiftpage vs. MailChimp: Which E-Marketing Solution is Best?

We recently compared Swiftpage and MailChimp as e-marketing options for businesses using Act!

Posted: February 25, 2013
Category: Helpful Articles

Social Media Management in ACT!

So far we have explored 4 free online tools that you can implement to ACT! using the Web Info tab. In our fourth and final post for this series we will explore different ways for implementing and managing social media in ACT!

Posted: February 20, 2013
Category: Helpful Articles

Cloud Storage and E-Marketing in ACT!

In our last blog post we introduced the idea of using free online tools from within ACT! via the Web Info tab, and showed you how to set up your database to implement these ideas. In this post we will cover how you can access documents and files stored on the web, and view your contacts e-marketing profiles all from within ACT!

Posted: February 18, 2013
Category: Helpful Articles

Project Management & Customer Service in ACT!

In our last blog post we introduced the idea of using free online tools from within ACT! via the Web Info tab, and showed you how to set up your database to implement these ideas. In this post we will cover how you can use the Web Info tab to manage projects and offer great customer service.

Posted: February 12, 2013
Category: Helpful Articles

5 Free Online Tools You Can Access From Within ACT!... Right Now!

We’re always interested in learning about new apps and tools that can improve the way we do business. In this blog series we take 5 key business tasks and, using free online services, show you how they can be implemented to work with ACT! using the Web Info tab.

Posted: September 24, 2012
Category: Helpful Articles

Overcoming critical barriers to CRM adoption - Part #3: "How Will I Benefit?"

In this blog we continue to summarise the three barriers identified in a recent “High Impact CRM” blog post, and provides ways businesses can overcome them.

Posted: September 17, 2012
Category: Helpful Articles

Making Sage-ACT! Better, Little By Little

In this blog we introduce three new FreeACTAddons that we have developed to help businesses improve workflow and make the ACT! experience more friendly.

Posted: September 14, 2012
Category: Helpful Articles

Overcoming critical barriers to CRM adoption - Part #2: Training

In this blog we continue to summarise the three barriers identified in a recent “High Impact CRM” blog post, and provides ways businesses can overcome them.

Posted: September 04, 2012
Category: Helpful Articles

Overcoming critical barriers to CRM adoption - Part 1: Data Accuracy

This blog series summarise the three barriers identified in a recent “High Impact CRM” blog post, and provides ways businesses can overcome them.

Posted: August 16, 2012
Category: Helpful Articles

More tips for evaluating CRM

In 2010 we wrote about some of our key tips for choosing the right CRM system. Whilst these tips are still very much relevant today with the changes in business attitudes towards investing in software/hardware infrastructure we have come up with some additional tips for evaluating fully featured (paid) CRM systems vs. “freemium” solutions.

Posted: July 24, 2012
Category: Helpful Articles

Managing Customer Relationships: What's Cheap vs. What Works

This blog post is a summary of an article written by the Aberdeen Group that discusses the differences between the different choices businesses have to manage customer data.

Posted: July 09, 2012
Category: Helpful Articles

6 Tell-tale signs you need CRM: Part 2

This blog continues the discussion on how you can identify specific areas in which CRM can be useful and some of the key criteria and features that CRM should have for it to be successful.

Posted: July 04, 2012
Category: Helpful Articles

6 Tell-tale signs you need CRM: Part 1

At some stage, many businesses will recognise that they need to improve the way that they manage their customers and contacts. If your business is at this stage then this blog might help you identify specific areas in which CRM can be useful and some of the key criteria and features that CRM should have for it to be successful.

Posted: May 31, 2012
Category: Helpful Articles

CRM + Social = Social CRM

This blog discusses the relationship between Social Media and CRM and how integrating these two business tools can help you build better relationships with your cusotmers.

Posted: May 25, 2012
Category: Helpful Articles

Using Social Media More Effectively

In this blog we provide a few key tips that all businesses can adopt to get them started, or improve on their use of social media. 

Posted: May 16, 2012
Category: Helpful Articles

Introducing the Social Business

People don’t do business with companies; they do business with people. In this blog we discuss the concept of a Social Business including what it is and how it behaves.

Posted: May 10, 2012
Category: Helpful Articles

Social Media, what is it and why it’s important to your business

Social media is about people connecting with each other; between businesses, communities and individuals. Social media is also about user-generated content; it is highly interactive and driven by the people that use it. Most importantly however, social media is about relationships.

Posted: May 03, 2012
Category: Helpful Articles

Xact Software Exposed: Part 3

This is part 3 of our ongoing Xact Software Exposed Series. Today we'll be focusing on how we use the data we've collected over the years to make sense of whats going on within our business.

Posted: May 23, 2011
Category: Helpful Articles

Xact Software Exposed: Part 2

This is part 2 of our on-going Xact Software Exposed series where we show you how we operate as a business and how we've utilized technology to our advantage.

Posted: May 17, 2011
Category: Helpful Articles

Xact Software Exposed: Part 1

At Xact we don't just write software! We also work very hard to ensure that whatever we build has a purpose and can be used to improve our daily lives at work. In today's post we talk about how we utilize technology to help us operate efficiently in today's competitive market.

Posted: December 10, 2010
Category: Helpful Articles

Integrating CRM and Accounting Systems: Part 2

This blog continues the discussion on integrating CRM databases with Accounting databases.

Posted: December 05, 2010
Category: Helpful Articles

Integrating CRM and Accounting Systems: Part 1

This blog discusses the benefits associated with enabling your CRM database to talk to other databases in your organization, specifically talking about integrating CRM databases with Accounting databases.

Posted: September 24, 2010
Category: Helpful Articles

Measuring Business Performance Through CRM

This blog discusses how businesses can benefit from a CRM by reporting on historical data and using this to measure performance and make informed decisions about the future.

Posted: September 15, 2010
Category: Helpful Articles

Tips For Choosing the Right CRM System

In our previous Post We talked about CRM systems and processes in general, today we will be talking about what you should keep in mind prior to implementing a CRM system in your business.

Posted: September 08, 2010
Category: Helpful Articles

CRM: What is it and why would your business need it?

This blog discusses what exactly CRM is and how businesses can gain a competitive advantage by using it.