23 December 2010

Wishing you all a very festive season from GL Computing

I would like to thank all the readers of this blog and hope you have enjoyed the information I have shared during 2010 and found it useful.

I’d especially like to thank:

  • Rich Bohn of SellMoreNow who honoured me with a Willy 2010 award for being a CRM Unsung Hero: Willy10-lg
  • Tony Holowitz of GetMyACT! Together for this very nice post titled: I Like Mike

These wonderful tributes encourage me to keep assisting users and resellers of ACT!

I thought I'd let you know that I won't be taking a break over this time, so feel free to post a comment here on the blog, to the ACT! Fanatics Group or the GL Computing Facebook Page should you have any questions I can help you with.

Please also feel free to post any suggestions for the types of content you’d like to see from me in the new year - your opinions are important to me.

I'd like to wish all of you and your families a safe, wonderful and successful new year.

Kindest Regards,
Mike Lazarus
ACT! Evangelist

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29 October 2010

ACT! 2011 - The string was not recognized as a valid datetime

Last week, I was asked to look into a problem by an ACT! Consultant in Australia. They have a client in New Zealand who is experiencing the following problem.

On starting ACT!, they get the following error:

The string was not recognized as a valid datetime. There is a unknown word starting at index 5

That’s not too bad, as after clicking OK, everything seemed ok. However when they try to schedule an activity, they got this error:

Resolution of the dependancy failed, type = "ACT.ULAvailControl" name = "Exception message is: The current build operation (build key Build Key{Act.UL.AvailControl, null}; failed. The string was not recognised as a valid Date Time. There is a unknown word starting at index 5. (Strategy type BuildPlanStratefgy, index 3)

They contacted Sage Australia tech support and were told:

Please be advised that it is a Locale, Data/Time specific issue and has been identified as a known issue with the software version for New Zealand and Mexico and is under investigation. We should get a fix for it in Service Pack 1 which may be couple of months away. In the mean time, you can follow the below step to work around the issue –

Close and open database [File > Close] without closing ACT completely.

You will be able to access the date/time related features without any problem. If you have any questions, please feel free to reply to this email or call Support

Obviously, as this problem only happens in those countries, there is a problem with those who didn’t beta test it prior to release.

I wondered who might have seen this, so I posted a message about it to the ACT! Community Forums and the LinkedIN ACT! Fanatics Group … the answer came on the LinkedIN group from José Roberto  dos Santos from Brazil. He said:

Change the Regional Settings in Windows Control Panel from "am" and "pm" to "AM" and "PM".

I am glad to report that this simple fix worked perfectly and I thought I’d post it here for others in those regions who have this error.

 

15 September 2010

What’s New in Sage ACT! 2011 #SageACT

Normally I try to get this out during the beta period. But, for various reasons, I’ve only been able to get to this now.

Sage ACT! 2011 has added a whole swag of new functions, improvements in usability and fixes to issues. I’m going to try and cover the ones that I have found to be most useful. Unfortunately, a couple are only useful to those within North America… but such is the lack of ability of the regional offices to test the functions and respond.

For the full, public list, please refer to these ACT! Knowledgebase Articles:

Obviously, before you upgrade you should ensure your system, and any add-ons or plugins, support the new version or if they need an update as I suggested in the article: Upgrading ACT!, especially when you are using add-ons

One change worth noting first is the product name changes:

  • ACT! by Sage is now Sage ACT! Pro
  • ACT! by Sage Premium is now Sage ACT! Premium (access via Windows)
  • ACT! by Sage Premium for Web is now Sage ACT! Premium (access via web)

Other than ongoing improvements in stability and speed, the biggest new items are:

Smart Tasks

Smart Tasks allow you to schedule a series of common and connected steps. You can use the Smart Task templates that Sage ACT! provides* or create your own using the Smart Tasks Manager. Smart Tasks can be run manually or scheduled to run automatically.

Note: I think this feature is the one that should easily justify the upgrade for most users.

You should have a look at the ACT! 2011 Smart Tasks video on YouTube

Outlook Contacts and Calendar Integration

Outlook Integration allows you to synchronize your activities and contacts between Sage ACT! Premium and Outlook. You can set synchronization options to determine what information is synchronized. Synchronization can be scheduled to run automatically or manually run at any time.

Note: I strongly suggest users be careful with using these options as I’ve found some odd behaviour. While some of the bugs have now been fixed with Hotfix 1 for Sage ACT! 2011, others are still problems. For example, the fact that it doesn’t sync the country code with phone numbers makes it useless for anyone who wants to call internationally or to use the numbers when travelling – this is the same as one of the bugs I identified in ACT! Mobile Live.

Sage Business Info Services for ACT!

Sage Business Info Services for ACT!* (provided by Hoover's™) provides tools to access critical business information for your contacts and companies. With Sage Business Info Services for ACT!, you can:

Build a list of companies and people and then import these lists directly into your database. Access links from the contact and company Web Info tab. These links provide key information about your contacts' and companies' profile, financial details, company contacts, industry information, and company news. Subscribe to alerts to notify you when key changes occur for the contact or company.*Requires additional subscription.

Note: This service provides very limited benefit to those of us outside North America or United Kingdom as you can see from the Hoovers' Companies By Geography list

 

Sage E-marketing for ACT!*

  • Sage E-marketing for ACT! is replacing the name for the connected E-marketing service, formerly ACT! E-marketing. There is a new icon for the contact toolbar as well. *Requires additional subscription.
  • Sage E-marketing for ACT! is integrated “out of the box” with Sage ACT! 2011 Smart Tasks (3 Smart Task templates require a subscription to Sage E-marketing for ACT!).
  • Email templates can now be launched as landing pages (web pages hosted by Swiftpage™).
  • The service now has an Advanced Template Editor that can be used to edit imported templates.
  • The template manager has been redesigned to help users manage, edit, publish/distribute, and launch landing pages easier.
  • Swiftpage has added support for Microsoft® PowerPoint®, Microsoft Excel®, and text files as documents that can be linked from an email template.
  • Documents and images can be managed in a library format instead of uploaded individually for each template. The document library can store up to 100 documents, and the image library can store up to 500 images.

Security, Administration and Other Improvements

  • Increased Security for Attachments and Notes/History Editing Within Your Database
  • Company Security
  • Import Data Changes: New Express Method, Ability to Create New Fields On-the-Fly During Import, and Synonym Mapping
  • Installation and upgrading seems much more reliable
  • Installation without MS SQL on workstations
  • Now uses MS SQL 2008 Express by default
  • Full support for MS Office 2010 - in 32bit mode only as per Office 2010 support with ACT! by Sage
  • Parallels (for Mac users) now officially supported as well as VMWare, Sun Virtual Box and Citrix
  • Web version now supports native Firefox 3.5 and 3.6 … I’ve also found it seems to run ok in a brief test with Firefox 4.0b6 and Google Chrome, but these aren’t “officially” supported

 

28 August 2010

Office 2010 support with ACT! by Sage #SageACT

For some months, people have been asking about support for Office 2010 in ACT! by Sage with no information or direction from Sage itself.

Up until this point I had assumed that, like with many earlier versions, Sage would provide a patch for the currently available version of ACT!, but that it would be significantly improved with the next major release. Well, this was not the case.

Sage management had left everyone guessing till finally an announcement from Larry Ritter. In brief:

  • There won’t be a patch to provide full Office 2010 support in ACT! by Sage 2010
  • There is a workaround to provide limited support for Outlook 2010 by downloading a preference file from ACT!’s knowledgebase article 26713 - ACT! by Sage Compatibility with Microsoft® Office 2010
  • Sage ACT! 2011 will support Office 2010, but only if installed in 32bit mode

Let me address each of these points in turn:

No patch for ACT! 2010 for full support

There are two possible reasons for Sage’s decision not to provide a patch for users of ACT! 2010.

Either there were significant changes in the new Office version that produced major challenges to incorporate in the current code base, or Sage completely underestimated the faster uptake to Office 2010 compared with Office 2007 and didn’t foresee it would be an issue for enough of its user base.

Whatever the reason, Sage decided it was better value for their R&D dollars to concentrate on ACT! 2011

But why has it taken so long to provide this necessary information?

Limited support via a replacement preferences206.xml file

While I do applaud Sage for at least providing this bandaid fix, there are a few issues I have:

  • It’s important to read the knowledge base article linked above to see that, while it provides limited support for Outlook, it provides no support for Word or Excel integration.
  • Back in June, a user posted to this Sage’s Community site article that he had received XML files for this fix. I contacted several people within Sage to see if I could get some information on the custom XML files, but did not receive a single reply. Seeing as they knew about this fix in June, why did it take so long to post it to a knowledge base article or even make it available to other users in need?
  • When Sage did post the knowledge base article, it only included a fix for the US version of ACT! 2010. Within a couple of hours of being informed how the XML was made, I had provided an AU version to Greig Hollister to update the knowledge base. I see that a Sage Australia Tech Support staff member also took the effort to provide one – their name has removed from this blog at their request not to be associated with any form of communications … but you can see who on Larry’s blog. I found the request to remove their name particularly telling as the problem here is the lack of public communication from Sage as this is what they objected to.
    But so far those are still the only versions posted. Sage needs to realise that this product is used world-wide and either produce the localised versions from their North American office or request each of the regions to provide them in a timely manner. I have also been told that the US version will work for Canadians as long as you rename it to CApreferences206.xml
  • For any users or resellers in the other regions who want to create their own:
    • On a clean OS, install Office 2007 and then ACT! 2010 12.1
    • Open ACT! and set up the Office integration
    • Go to the folder appropriate to your operating system:
      • Windows® XP: C:\Documents and Settings\{User_Name}\Application Data\ACT\ACT for Windows 12)\Preferences
      • Windows Vista® & Windows® 7: C:\Users\{User_Name}\AppData\Roaming\ACT\ACT for Windows 12\Preferences
    • Copy the file XXpreferences206.xml (where XX refers to your country version)
    • This file can then be used as per the knowledge base article linked above with Office 2010

 

Support for Office 2010 in Sage ACT! 2011

On a 64bit operating system, Office 2010 can be installed in either 32bit or 64bit, but ACT! 2011 will only support Office 2010 in 32bit mode.

I’m not sure of the reasons for this, but it is important to note that many products from Microsoft, Google and others are also limited in their Office 2010 support to 32bit.

I don’t see this as too much of a problem because the only real advantage of operating Office as a 64bit application is if you need to operate on huge (multi-gb) Excel or Word documents.

However, it is something that will be important for Sage and resellers to make users aware of, especially as I would think most pre-installed versions of Office on new systems would have been pre-installed as 64bit.

In Conclusion

While it would have been nice for Sage to have patched ACT! 2010 for full support, there are obviously technical and/or business reasons for their decision not to do this. Certainly it gives justification for users to purchase the maintenance package each year.

What I fail to understand is why it took so long for Sage to inform the user-base of their decision and, more so, to provide the work-around to users caught out by this when they knew about it so long ago.

ACT! is a business tool and its users need timely communication from Sage in order to plan their own business projects. It seems that, since the days under David van Toor and Sam Hunter, ACT!’s management have been communicating in absentia.

What do you think?

29 May 2010

ACT! by Sage Whitepapers

A collection of ACT! by Sage Whitepapers from ACT! Knowledgebase article 25908



ACT! 2010 and Microsoft Office Integration
This Whitepaper details ACT! integration with core Microsoft Office applications, including Microsoft Word, Microsoft Excel®, Microsoft Outlook®, as well as Internet Explorer®. It explores how ACT! users can leverage the power of both ACT! and Microsoft Office when integrated together. The integration capabilities addressed in this Whitepaper pertain to the 2010 versions of ACT! by Sage, ACT! by Sage Premium, and ACT! by Sage Premium for Web.


ACT! by Sage and Social CRM - Part 1
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.


ACT! by Sage and Social CRM - Part 2
This whitepaper is Part 2 of our ACT! and Social Media series and will explore the benefits of using social media to engage with your customers, and demonstrate how ACT! 2010 can make it easier to find new prospects, learn about their needs, and grow those relationships. For more information about getting started with social media, please refer to Part 1 of our whitepaper series, Connecting with Your Customers: A Guide to Social Media, which provides a general overview and description of social media and step by step guidelines for how to get started.


ACT! by Sage 2010: Delivering on Usability and Productivity
This whitepaper discusses how in the past year, Sage Global CRM Solutions has increased efforts related to usability, and therefore, implemented a progressive program of customer research involving hundreds of customers and partners. To determine the quality of the ACT! 2010 design compared to the competition, Sage conducted a Keystroke Level Modelling (KLM) study of ACT! and five competitors. The results of the KLM study presented in this paper show that ACT! was rated number one in user productivity, while Microsoft® and Salesforce.com finished 5th and 6th respectively. Overall, ACT! was rated as most efficient with on average 17% higher productivity than competitors. Notably, the same tasks take 25% longer to complete in Microsoft Dynamics® CRM and 37% longer using Salesforce.com.


ACT! Reporting and Data Access Methods
This whitepaper discusses the technical aspects of the ACT! reporting and data access methods. For example, the ACT! architecture provides four additional data access methods that can be used for querying, reporting and data extraction: ACT! OLE DB Reporting Provider, ACT! Reader Utility and account (ACT! Premium only), ACT! Password Utility (ACT! Premium only), ACT! SDK (Software Developers Kit).


Using ACT! Premium in Microsoft® Terminal Server or Citrix Presentation Server Environments™
The whitepaper explores the benefits of deploying ACT! Premium through Terminal Services, outlines deployment requirements and recommendations, and provides installation and performance tips. It is intended for IT Administrators who are considering deployment of ACT! using Microsoft Terminal Services, with or without Citrix.


Factors That Affect ACT! Performance for Individual Users
This whitepaper examines the factors that affect ACT! application performance for the individual user. It includes results of testing performed by an independent benchmark testing company using ACT! by Sage 2006 (8.0), as well as testing performed by Sage on subsequent ACT! versions.


Scalability Results for ACT! Premium Solutions
This whitepaper provides performance and scalability test results and hardware recommendations to deliver a cost effective and positive end-user experience.


ACT! Architecture, Customization, and Integration
This whitepaper discusses the ACT! product family architecture, deployment methods, customization, and integration capabilities with other products and is intended for IT managers or system administrators who want to better understand the underlying platform and capabilities.


Keys to a Successful ACT! by Sage Deployment
This whitepaper explores various deployment scenarios possible with ACT! solutions, based on the organization’s needs, whether users require online access, offline access, handheld mobile access, or a combination of access types.


ACT! Security Model
This white paper discusses the ACT! security model, which was developed to support stand-alone and workgroup implementations and provide consistency and flexibility to managers and IT personnel charged with protecting contact information.


ACT! Synchronization Architecture
This whitepaper provides an overview of the ACT! sync model, including a description of the key features, abilities, and concepts. It is directed at current users and potential customers seeking to perform a functional and technical evaluation of the product. Diagrams and examples are provided where appropriate, as well as greater detail on Internet synchronization, focusing on setup and configuration.


Managing Customer Relationships: The Choice Between What's Cheap and What Works
Authored by Aberdeen, this research document will examine the benefits of free and paid CM solutions for small-to-medium sized businesses. Organizations in need of a sales automation solution to manage account, contact, and company information will be advised on how to select a CM tool that can satisfy short-term needs and meet long-term goal.


CRM: A Business Imperative for Companies During the Global Economic Downturn
This whitepaper examines how Sage is working with small and medium sized businesses today to help them protect and grow their revenues during the economic downturn through the use of Customer Relationship Management (CRM) software.


Automating Success: The Choice Between Contact Management and Customer Relationship Management
Authored by Aberdeen, this whitepaper will enable users to determine which solution best fits their business type, as well as the organizational capabilities necessary to ensure the successful adoption of a Contact Management or Customer Relationship Management solution.

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20 May 2010

Getting ACT! on your phone

A comparison of various PDA links for ACT! by Sage

This is an excerpt of the PDF: Getting ACT! on your phone

Mobility has been one of the great driving forces behind the use of ACT!. From the ability to sync to laptops (originally supported with ACT! 2.0 for DOS) to PDAs (since the HP95LX version in 1992) and even Web versions, people have found the need to provide access to remote users and to staff on the road to be an essential aspect to their management of customer relationships and of their staff.

I previously described many of the options for remote access of ACT! by Sage in the post:
Supporting Remote Users with ACT! by Sage

With the high uptake of "smart phones", there are now a wide variety of options available depending on your needs and I thought it would be useful to take a look at these and compare them.

The contents of this document are the result of over 60 separate installs in various configurations over a two month period.

Disclosure: I have been using Handheld Contact (on both Blackberry and iPhone) since switching from CompanionLink nearly ten years ago. I also support Handheld Contact resellers and users in Asia Pacific. However, I shall endeavour to provide an accurate an un-biased analysis of all the products.

 

The products included in this evaluation:

Testing environment:

  • Windows XP Professional SP3 (with all updates) on domain
  • Office 2007 SP2 (with all updates)
  • Exchange 2003 6.5 SP2 (with all updates)
  • Blackberry Pearl 8100 with OS 4.5.0.102 via BES
  • iPhone 3GS 32GB with OS 3.1.3 via Exchange OWA
  • HTC Touch Duel with Windows Mobile 6 Professional via ActiveSync 4.5
  • All regional settings set to Australia, Sydney

Areas included in evaluation:

  • Supported ACT! versions
    • Method of sync
    • USB
    • Wireless via sync server
    • Via other software such as Outlook, Exchange, Google Apps
  • What ACT! data is supported
    • Contact fields
      • number of fields
      • data types and formatting
      • pull downs
      • field level security
    • Activities
      • linking to correct contacts (or multiple contacts)
      • clearing activities
      • viewing and scheduling for other users
      • custom activities
    • Notes / Histories
      • viewing
      • creating on the road (including from emails, phone calls and SMS)
      • linking to multiple contacts
    • Sales Opportunities - viewing and creating
    • International issues - date and phone number formats
  • Other functions
  • Administration
    • Ease of setup and implementation
    • Ability to control what each user has access to
    • Data reliability
    • Security
  • Support issues

 

Conclusions

After doing far more testing that I had planned for this document, my recommendation for the best product is Handheld Contact Professional for the following reasons:

  • It is by far the easiest and fastest product to setup and implement and it's just as easy for a single user setup on a local PC as for a 100+ user setup on a network using a computer dedicated to Handheld Contact
  • It is the easiest product to administer and maintain without technical skills
  • It provides the most "ACT!-like" experience on the phones it supports
  • It is a fully integrated application with Contacts, Activities and Notes/Histories in the one interface
  • Using its own application means that recording of emails, sms and call history can be automatically tracked and synced back to ACT!
  • It is one of only three products I couldn't cause to duplicate data in the ACT! database - the others being Handheld Contact Basic and 123 Synchronizer
  • It is one of only two products that operate using a Windows service, which I think is important for network security. The other being ACT! Mobile Live

* A useful point to note for the future: Handheld Contact is working to incorporate the full Sales Opportunity tables as well as those of Accounts Master! towards the end of this year. That will mean Handheld Contact Professional users will be able to view the sales history with their customers, but also to be able to create invoices from the road. Accounts Master! will integrate many accounting/ERP systems into ACT! and Handheld Contact.

It's only negatives are that it's limited to specific devices (Blackberry, iPhone, Windows Mobile Professional) and that the amount of data it requires means that on Blackberry there is a lower contact limit... although this limit is about to be significantly raised in an expected upgrade

My 2nd choice was, to be honest, a surprise to me. I hadn't played with 123 Synchronizer before and was surprised how solid it appeared. If you are using devices that are not supported by Handheld Contact Professional or if your business wants their ACT! data to synchronise with Outlook/Exchange, then this is the way to go.

  • It is the only product other than Handheld Contact where I didn't manage to cause to duplicate data in the ACT! database
  • While it didn't run as a service, it does have the option to be called from a command line and run without requiring a user account to be logged into Windows.

The only negatives I found are that it can be quite complex to set up in some configurations - I recommend using an ACT! Consultant - but check that they have done implementations of this product first. Also that it relies on Outlook/Exchange and possibly another product if you want wireless - while this would suit most users, you should check this before selecting it.

If you are running ACT! versions prior to Sage or using a device not supported by Handheld Contact and also not using Outlook, then Companionlink is the choice. But be careful to keep good backups in case of duplication issues. Doublelook really needs to have the option to run as a service to be really considered as an “Enterprise” product.

The free links should really be treated as a one-way option (from ACT! to the phone). The ability to cause problems in ACT! going both ways makes this a poor choice

Regarding ACT! Mobile Live, having supported ACT! since 1987, it really pains me to say I would not advise users to consider this as a realistic option under any circumstances. It has been 20 months since Sage first publically announced the beta of this product. They would be doing a favour to their users and VARs if they either started from scratch or dropped it and purchased one of the other products.

For full details, please see:

 

23 April 2010

ACT! – Configuring Your Way to Success

Sage’s Brian Mowka recently published this useful post on editing the ACT! Configuration XML file that can improve the startup speed for some users: ACT! – Configuring Your Way to Success

I hope he will publish some more posts on tweaking the XML files in ACT! to improve it's use for various users.

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01 April 2010

Social Media and CRM – thoughts on how they should connect

I have done a few articles in my blog on how I'd like to see Social Media integrated to CRM (especially ACT!). The two most relevant are ACT! by Sage and Social Media – Social CRM and Thoughts on ACT! 2010 beta (#ACT2010) - The good, the bad and the ugly

But, since those, I have seen the social media sites expand their capabilities and have seen many more people using them for the business connections as well as their social ones.

From a business point of view, this is introducing many issues with maintaining and managing those relationships and the methods you use to communicate with them. So I thought I would expand my view of some of the ways they should integrate. Obviously, as my focus is ACT!, some of the items might be specific to that CRM environment.

Contact importing/sending and syncing

Social Media has meant that people are making connecting with people in a wide variety of social networking sites like LinkedIN, Facebook, Plaxo, Twitter, Google Buzz and others.

But good CRM strategy means that you should be able to centralise all the points of contact. Basically, I think this should just be one way (from Social Media to CRM) – although, some social media platforms also allow you to load your contacts into them to search and see if they exist, then link them. This would be a good option for those platforms that provide this facility.

  • Import all (or a lookup) of social contacts/friends from the social media platform
    • Check to see if Contact already exists by email (all email fields) or Contact Name
    • For each Social Media site, there should be a dedicated field to fill in the key that links the CRM contact to their profile
    • As many people use different email addresses for social media sites, when adding the email, it should check if the email address exists. If not, add it to an additional email field
    • Ability to define if the imported contacts are Public (all CRM users), Limited Access (some CRM users) or Private
  • Should also import picture field (if available)
  • Ability to send a lookup of CRM contacts to the social media network and request to connect or invite the contact if not found
  • Ability to sync changes made by contacts on social site to CRM - including a picture field. This can be turned on for all or some social sites. An easy way to keep your data up-to-date

Events/Activities

Many social media platforms (like LinkedIN and Facebook) provide the ability to add “events”. These should be imported as activities in the CRM – with the option to link to a specific contact or to the user’s own record in the database.

Social Media Display

This is to display the contact's social media profile in a tab when you are working with them.

  • For each social media platform this requires two URLs and a dedicated key field
  • When looking at the contact and displaying their SCRM tab
    • If key field is empty, use first URL for search. Try email first (all email fields). Then, if that fails, try Company+Contact or just Contact
    • Allow user to select a contact (if only one contact auto select - most likely for email match) and link to the Contact in the CRM by adding the necessary data to the key field
    • When contact selected, and the direct key added to the special field and use this with 2nd URL for future views of the contact directly
    • Add a check to see if user is connected to the contact. If not, add a button to add them - this will usually display more data and can also change the link field

Blog/Micro blog

  • From the Social Media Display (above)
    • These might be URL with dedicate field from above (Twitter, Facebook, etc) or a web field separate from the web site field in ACT! (for Blog)
    • Should also have the ability to "favourite" an individual post - record it in History
    • For additional power add for Facebook/LinkedIN (Comment, Reply Privately), Twitter (Reply, Retweet, Direct) - so it's like an off-line client
    • Comments, Replies, Retweets, Directs should have option to automatically generate a history
  • Email
    • Maybe add ability to read/send emails via Facebook, LinkedIN, etc
    • If Send, also write these to History
  • Collection of data for accounts
    • Ability to combine updates on Groups/Companies like is done now for Notes, Histories, Activities, Sales Ops – this allows a Company wide view of their social media
    • Also ability to create Dynamic Groups based on Twitter or Facebook lists and LinkedIN groups

Security

  • I haven't really thought through the implications of this... but if all of the above is done, some additional security might be necessary - eg you might be a LinkedIN Contact, Facebook Friend, etc with a contact that others in your company are not and not wish them to see
  • What other items might need to be controlled?

As you can see, my view is that CRM (specifically ACT!) should be the centre of all knowledge and communication and this level of integration and functionality makes that a reality for social media

I'd be more than happy to hear any thoughts/comments any of you might have on this

10 March 2010

ACT! Fanatics LinkedIN Group 1000th member prize

act_fanatics_hdrThe LinkedIN ACT! Fanatics Group was created as a place where ACT! users, resellers, add-on vendors and Sage staff from around the world could communicate and share their knowledge of using ACT! by Sage

The success of this is proven by the huge volume of valuable information that has been shared and now we are rapidly approaching 1000 members.

As a special present, some of the add-on vendors who are members of this group have offered to put together two packs of ACT! add-ons:

  • One for the 1000th member to the group
  • One for a random member of the group at the end of the week that the 1000th member joins
    To be eligible for this prize, you must post a reply to the News article referring to this offer in the LinkedIN group stating why you would like to use any of the add-on products in this promotion.
    The decision on the winner will be made by me in conjunction with the add-on vendors taking part

Both packs can be used by the winners or, if won by a reseller, Sage staff member or a user unable to use them, they can be sold at their retail values.*

The following products are included in both packs:

Handheld Contact – Professional Edition (1 yr)


handheld_contact_logo_2

Handheld Contact wirelessly syncs and manages your ACT! Contacts, Activities and Notes/Histories from your BlackBerry, Pocket PC, or Treo Smartphone - it's like having ACT! with you anywhere, anytime!
*iPhone version now in beta and due soon
itDial – Advanced

dialit

Enhanced calling interface from ACT! via TAPI phone systems and/or Skype VoIP.

itDial for ACT! makes keeping track of telephone calls easier than ever. Using  itDial, ACT! users can dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse.
Company Wizard

company_boxshot2

Mass update and build company records based on a Lookup of Contact and create the contact links
Duplicate Contact Wizard - Expert

duplicate_boxshot2

Powerful De-duplicating Contacts and Companies in your ACT! database while retaining the extended data (Notes, Histories, Activities, Attachments, etc).
ACT! E-marketing (6 months)

swiftpage-logo-smaller

ACT! E-marketing helps you reach out to your contacts, grow your database, qualify new leads and automate your business processes. The offer will be 6 months of:

  • Pro service level
  • Silver Drip Marketing
  • 1 user on the account
  • 1,000 email per day send limit
Stonefield Query (6 months)
SFQ_Query_175X88
Stonefield Query for ACT!® is a user-friendly database report writing, query, and data mining tool designed specifically for ACT! putting Business Intelligence reporting in the hands of the end-user where it belongs. Stonefield Query has been customized specifically for ACT! giving you an intuitive, easy-to-use BI reporting solution that you will love!

* Option to resell does not apply to ACT! E-marketing or Stonefield Query

06 March 2010

ACT! 2010 Service Pack 1 is available!

For ACT! 2010 users, Sage has just released Service Pack 1.

It adds a number of fixes and enhancements and I recommend it for all users.


Note: Apply this update to all machines that are involved in database synchronization to avoid issues surrounding renaming layouts, queries, and reports. This includes all machines that contain the Main Synchronization Database, Main Remote Database, and machines that have the ACT! Network or ACT! Internet Sync Services applied.

You might find the following knowledge base articles helpful:

 

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