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ACT!ion eNews: Spring 2010

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 ACT!            
ACT! eNews

Spring 2010

Welcome to ACT! eNews

ACT! Online Community

You are viewing this ACT!ion eNews edition in the ACT! Online Community

Get More from ACT!
A Deeper Look at the Value of ACT! E-marketing

Listen to Your ACT! Guru
How to Make More Sales with your ACT! Database

Your Business in Mind
How to Design Emails to Get Your Message Across

What's New with ACT!?
ACT! E-marketing Anytime Learning Course Now Available

Spotlight on ACT! Customers
ACT! E-marketing Helps Jackson Cross Partners Connect with Real Estate Buyers

From the ACT! Vault
Build Your Business With Proven Email Marketing Techniques

ACT! Technology Corner
ACT! 2010 Extensibility (SDK) and Composite Application Architecture

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© 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos,and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners

                                 
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ACT! Technology Corner: ACT! 2010 Extensibility (SDK) and Composite Application Architecture

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

ACT! Technology Corner:

ACT! 2010 Extensibility (SDK) and Composite Application Architecture

The ACT! product family can be extended by third-party products, including add-ons (or plugins), custom controls, and custom dashboard controls. Add-ons are the primary choice for third-parties to develop rich ACT! product enhancements, and are typically accessible via menus, toolbars, or a custom tab. The add-on development model for extending ACT! is simple: an add-on is dependent on ACT! and has access to the whole application functionality. ACT! hosts the add-on, and the add-on provides the new functionality.

However, third parties might have other needs beyond extending ACT!. What if one wants to reuse elements of ACT! from within other applications? Prior to ACT! 2010, solution providers could use the core Software Developer Kit (SDK) to get access to data and business functionality. However, the ACT! User Interface (UI) is not accessible to other applications in that context. Meaning an application could not launch and integrate a specific ACT! dialog from within that application.

Starting in ACT! 2010, some of the ACT! UI is accessible and reusable from external applications. This means, for example, that third parties can bring in the rich scheduling dialog in ACT! and integrate it in other applications. A custom enterprise application, or maybe simply another application which can itself be extended, can host elements of the ACT! UI. This is typically done to solve for cross-application business processes and integration. Instead of having to switch between applications, parts of applications can be combined and integrated.

Take this example: A customer calls into customer service, asking about the status of an order and worried about an upcoming deadline. This activity can be entered in ACT! right from the support application which has integrated the ACT! scheduling dialog, enabling the sales team to leverage this information on the next month’s call with that customer, reminding them how quick they were to deliver when they were worried about that last deadline.

The reason some of the UI is now accessible outside of ACT! is that ACT! has started to adopt a composite application architecture. What is so special about composite applications? It’s all about the dependencies. The elements of a composite application are more loosely coupled, and are only dependent on what they need. That means it is easier to displace and reuse parts of that application, so as long as the dependencies come along for the ride.

ACT! 2010 has a few specific dialogs that have been decoupled to be accessible in this manner: the Contact dialog and the Scheduling dialog. This is certainly not comprehensive in terms of the ACT! elements that may be made accessible in the future, but it is a significant step in the direction of making ACT! more accessible within third party products.

Underlying these elements is the foundation that supports the composite pieces. The move to and support of a composite application architecture provides other important advantages. Because the elements that make up the composite application are more loosely coupled, composite application modules can optionally span physical boundaries. In other words, composite applications can have modules that exist in the Cloud. The foundation to support composite application in ACT! will enable services to flourish along ACT! in the Cloud. That’s exciting for services like ACT! E-marketing that can grow in the cloud with deep roots in ACT! on-premise.

Xavier Musy
Director of Development
Sage

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From the ACT! Vault: Build Your Business With Proven Email Marketing Techniques

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

From the ACT! Vault:

Build Your Business With Proven Email Marketing Techniques

(Recorded Webcast)
Whether you want to send more engaging email campaigns or nurture your customers and prospects through the sales process, email marketing is a mandatory part of any marketing campaign and is essential to building your business. In this recording, we cover the features and benefits of ACT! E-marketing and ACT! 2010.

Are you looking to increase the effectiveness of your email marketing? This webcast is perfect for you if you want to learn more about creating simple "one and done" email templates, nurturing your customers and prospects through the entire sales process, or understanding your contact's interests from surveys and web forms. From novice to expert, we cover:

  • Sending basic email templates
  • Creating and sending surveys
  • Drip marketing (nurture) campaigns
  • Reporting and metrics

This recorded webcast is geared toward customers using ACT! 2009 and prior, as well as ACT! 2010 customers and prospects familiar with ACT!.

View recorded webcast
Running Time: Approximately 30 minutes

Brian Benner
Marketing Director
Sage

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1ACT! E-marketing requires an additional subscription

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Spotlight on ACT! Customers: ACT! E-marketing Helps Jackson Cross Partners Connect with Real Estate Buyers

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

Spotlight on ACT! Customers:

ACT! E-marketing Helps Jackson Cross Partners Connect with Real Estate Buyers

Jackson Cross Partners is a commercial real estate services firm specializing in industrial, office, and retail property. They assist property owners with marketing, management and planning. They also provide tenant and buyer services.

ACT! by Sage helps the firm’s real estate agents connect available properties with the right buyers or tenants using their extensive networks of industry contacts. Jackson Cross uses ACT! E-marketing to promote services and client properties with email.

“We use email to send out property listings to prospects and to other real estate agents by territory,” explains Christina Eckley, executive assistant for Jackson Cross. “We also send announcements about the company and our team, success stories, news flashes, and open house invitations.”

Saves two days per month

Lisa Bollinger, marketing coordinator, has set up email templates that feature a consistent look and feel with the Jackson Cross brand image. On behalf of agents, she sends one marketing email per day, to about 1,000 contacts. ACT! E-marketing pulls lists directly from the ACT! database, so she can ensure that none of the clients receive multiple emails in the same day.

“We used to use another email system that did not talk to our ACT! database. Everything was manual. Between saving the time it used to take me to import and export lists, and eliminating the need to retype notes, ACT! E-marketing saves me about two full days each month,” estimates Bollinger.

Improves email deliverability

With ACT! E-marketing Eckley noticed an immediate improvement in email deliverability. “With our prior service, our emails would appear to be coming from nondescript domains, so a lot of people wouldn’t open them,” she acknowledges. “Now, emails come from our domain and we don’t see them going into recipients’ spam folders.”

Helps agents maintain accurate information

Using ACT! E-marketing has made it much easier for agents to maintain accurate information for their contacts. “Agents really love that they can see if email addresses in their list bounce, and can follow up and call to keep their lists current,” notes Eckley.

All of the information about e-marketing campaigns is stored in the ACT! notes for each contact that received the communication. So when agents get a call from a client or prospect, it’s easy to find out exactly what emails that person recently received.

Provides easy, accurate reporting for clients

At the end of each month, agents take advantage of easily exportable Excel reports in ACT! E-marketing to prepare marketing reports for property owners.

“We report back to the client, letting them know how many emails we have sent and how many leads and responses we have gotten,” explains Eckley. “Exporting the report from ACT! E-marketing means agents don’t have to pull the numbers by hand or keep track manually–it’s easy to get the data into a format for clients.”

Jennifer Osborne
Osborne Communications

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What's New with ACT!?: ACT! E-marketing Anytime Learning Course Now Available

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

What’s New with ACT!?

ACT! E-marketing Anytime Learning Course Now Available

Sage University announces the new ACT! E-marketing Anytime Learning course so you can plan, create, and launch successful e-marketing campaigns for your company from ACT! by Sage. Anytime Learning offers the convenience of Internet-based recorded sessions that are available whenever you are. You can play, pause, rewind, and fast forward to control the pace of your learning.

Learn how to:

  • Create professional campaigns with ease.
  • Customize and send templates to prospects.
  • Merge word processing templates to email.
  • Send drip marketing campaigns to nurture customer relationships.
  • Use web forms and surveys to collect prospect and customer information.
  • Import campaign results into ACT! and track them.

For only $39.95 per person, you receive a 12-month subscription to 17 full-featured ACT! E-marketing Anytime Learning topics.

To register for ACT! E-marketing Anytime Learning:

Janet Moore
Learning Services Manager
Sage

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1Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Your Business in Mind: How to Design Emails to Get Your Message Across

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

Your Business In Mind

How to Design Emails to Get Your Message Across

People are inherently visual learners. That’s why we graduated from radio to TV in the first place—it’s far more captivating to learn about something by seeing it in action. Even many newspapers use shorter copy with lots of color photos now.

But when it comes to designing layout and adding graphics to email, it’s not quite that simple. There are several considerations to keep in mind so your email looks professional and works the way you want it to.

Design considerations

  • Remember that your audience reads from left to right and top to bottom, so place your most important information at the top left/center. (This is also what shows in the reading pane.) Often the heading is in the top left with the support visual to the right or beneath. The rest of the information flows from there, with the most important points and call to action in the top third of the screen. Don’t place key information at the bottom—your audience often won’t get that far. (It is OK to repeat the call to action at the bottom.)
  • However, many email clients block images by default, so unless a user specifically turns images on, they’ll see empty boxes where your images (and heading) should be. If you place the main message or call to action in a visual that may remain blocked, your audience will never see it. You can repeat the main message or call to action elsewhere in the email, or use an attention-grabbing heading but make sure the rest of your copy can stand on its own.
  • In every visual, create compelling alt tags (HTML that provides the text when visuals can’t be seen) just in case the images are never seen. Using a large block of graphics in the header, like a masthead, will ensure that your audience can see a useful title in the alt tag rather than 10 useless file names.
  • When reviewing email layouts, look at one with images visible and one with the images blocked so you know exactly what your audience will be seeing.
  • Keep the email scannable with bullets and bolding. Shorter is better as long as it gets your main message and supporting information across effectively.

Visual considerations

  • Unless the visual tells the complete story, it is meant to support and enhance your message. The visual is not the message in most business to business communication, although the opposite might be true in business to consumer communication, such as retail promotions.
  • The type of visual you use depends on the content. A photo showing your product, or depicting how your product or service works, is a good idea. We all like to look at photos. However, a chart showing how much they can save or some other eye-catching statistic could enhance your message even more effectively.
  • Don’t get too idealistic or philosophical with your visual. A photo of a cloud with a silver lining may have meaning to you, but unless it clearly ties to your message, your audience will be left scratching their heads and clicking the “delete" button.

Technical considerations

  • If you have email templates to use, then use them. You are more certain to have everything look the way it should.
  • Test the look by sending it to different email clients. Always make certain your email looks and works the way you want it to in the email clients.
  • Avoid using Microsoft Outlook for e-marketing because you won’t have control over CAN-SPAM compliance. Your email will get caught in spam filters more often.

Email marketing is an absolute necessity for today’s businesses, and it can only be to your advantage to do it the right way so your audience receives your intended message.

Joyce Ethridge
Senior Copywriter
Sage

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Listen to Your ACT! Guru: How to Make More Sales with your ACT! Database

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Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

Listen to Your ACT! Guru

How to Make More Sales with your ACT! Database

As the world has become more computerized, and addicted to email and the Internet, it is only logical that marketing would evolve to take advantage of that technology. E-marketing (short for electronic marketing) has proven to be the killer app for creating and getting our messages out to our clients and prospects. And the ROI is great. According to the Direct Marketing Association, email marketing earned $57.25 for every dollar spent in 20091.

Last fall, Sage released its most business-changing new feature in the 22-year history of ACT!: ACT! E-marketing. Now with ACT! 2010, companies have the holy grail at their fingertips: to launch a single lead generation, create follow-up email, and implement behavior-based drip marketing campaign… right from their own ACT! database.

What to Write in Your E-marketing

It’s never been easier and more affordable to email business-boosting campaigns to prospects and customers. However, the hardest thing about getting started with any marketing program is not learning the ACT! E-marketing technology, it’s what to say and how to say it.

You know... writing something that someone will actually read, enjoy, and then anticipate the next one!

Find Email Content Inspiration in Your Swipe File

Professional copy writers keep a swipe file… a folder (electronic or paper) that has samples of marketing pieces or messages that inspired them… or sometimes ones that they hated so they can remind themselves what not to do. Start one for yourself. Include your own messages and letters that you have used over the life of your business… where you wrote a great message (that you occasionally swipe from for other clients).

It’s not about plagiarism… it’s about inspiration. What did someone else do that made you want to call them? What links did you click in an email and why? What subject lines were intriguing to you? How could you rework that message to work for your own business or your next prospect?

Start with a few templates that you develop over time. If you are having trouble getting started with your writing, check out the series of pre-written drip marketing letter campaigns at http://www.dripmarketingletters.com. Don’t get overwhelmed with all of the templates that you know that you should have. Just start with one today and add another one next week.

Survey Your Database: A Case Study

Another way to get interesting and relevant content is to ask for it. The built-in survey tool in ACT! E-marketing lets you add questions to your list. A survey doesn't have to be long or "statistically valid." Three considered questions are often enough to generate excellent content ideas. Typically, if one contact is confused or opinionated on a subject, many more on your list will be, too. Their issues need to be addressed by you, the subject-matter expert, in a future drip marketing message. Answers can be downloaded into custom fields in ACT! for use in future database segmentation and personalization.

We just completed a customer survey for an ACT! client to help him identify topics for his monthly e-newsletter editorial calendar. To motivate his list to answer his survey questions, he gave away a fun mini-LED flashlight.

Here's a summary of his results:

  • An open rate of 36%
  • A survey completion rate of 15%
  • Completed surveys were turned into on-site sales calls for reps to deliver the reward personally.
  • Approximately 23% invalid or bounced emails (missed sales opportunities) were forwarded to sales reps for list cleanup.
  • Several customers asked, "Do you carry X?" or "Why are you 2X higher than another vendor I buy from?" These queries indicated which products (out of the client's 20,000 SKU catalog) to focus on in the next e-newsletter and what product questions needed to be answered.
  • Eight customers wrote unsolicited testimonials about their customer service rep. These were surprise morale boosters for the staff and will make great testimonials for the client's website or case study examples for future e-marketing content.

Leverage Your Number One Asset

You don’t need to write the perfect message, design a perfect campaign, or create perfect questions for your survey. Sometimes good enough is good enough.

AND, any marketing is better than no marketing.

Besides that… you already have the most important element of any marketing campaign right at your fingertips: your ACT! database of customers and prospects. It is one of the most valuable assets you have.

Do you believe that some marketing to that list will make you more money this year? Then… just get started.

ACT! Certified Consultants Lori Feldman and Susan Clark are veteran Swiftpage Gold Certified Drip Marketing Consultants and camp counselors at Drip Marketing Camp™.

Lori Feldman & Susan Clark
Gold Certified Drip Marketing Consultants
Drip Marketing Letters

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1Ken Magill, “E-mail ROI Still Stunning, Still Slipping: DMA,” DIRECT, October 20, 2009.

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Get More from ACT!: A Deeper Look at the Value of ACT! E-marketing

[ Edited ]

Welcome to ACT!ion eNews

ACT!ion eNews

Spring 2010

ACT!ion eNews> Spring 2010

Get more from ACT!

A Deeper Look at the Value of ACT! E-marketing

Surveys are often thought of as a useful tool for doing market research or gathering customer satisfaction data, but in the context of E-marketing, surveys should be thought of more as a communication mechanism. There are 2 ways that surveys help you reach your customers on a deeper level: targeting and engagement.

Short, brief surveys can help you gain valuable insight about your contacts in a very casual, friendly way.   An appealing survey on your web page or a link from an email can be very enticing to contacts, if done carefully in a way that challenges or intrigues the customer. For example, “Click here to find out how much you know about the federal government’s first-time buyer credit.”  Surveys can even be made fun; “Which Real Housewife are you most like?” Follow up with an email explaining the answers, and suggest relevance to something about your company. Of course, you can always use the old standby “Take our survey and be eligible for a FREE PRIZE.” The goal should not necessarily be to get as many contacts as possible to respond, but to learn something valuable about each contact that does. If you survey contacts in this way, you can learn a ton of valuable data about contacts in a very easy way – like what platforms do they use?  Are they early adopters or followers? What are their top criteria in selecting a new product?  You can now use this information to sort contacts in your database and create groups that you want to campaign to – directly or through email.  Each survey response becomes yet another piece of your interaction history with that contact – on an individual level as well as a segmentation level.  And most of the time the customer isn’t aware of how much information they’re revealing!

This brings us to the second major impact from using surveys: increased engagement. Surveys, if done properly, can significantly improve the overall engagement with a contact, whether they’re a prospect or a customer. Why? Surveys require the respondent to think about each question, whether it’s a question about “how was your last visit?” or “who is your favorite MLB pitcher?” Your surveys represent an opportunity to engage the customer that you don’t get in an email, which is a more passive experience. A ‘how was your last visit’ survey can prompt the customer to recall things about your company that they might have never remembered if they hadn’t taken the survey. Similarly, the information provided in the survey (not just the questions, but the header image, the introduction, and perhaps most importantly, the landing page and autoresponse) increase your contacts familiarity with your company and your brand promise – increasing the likelihood that they will read emails from you in the future!  Surveys can improve the quality of the relationship with your contacts and increase the recognition of your company and brand promise.

For help on constructing ACT! E-marketing surveys, check out Swiftpage’s Important Survey Question Tips article or go to the E-marketing Education Center survey feature tour.

Paul Buckley
Senior Product Manager
Sage

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