
Sage ACT! Hosted customer Jerry Dunton with JDA Group recently had this to say: “Sage ACT! Hosted has given us better continuity and synchronization with all clients; we’re better engaged, and better informed.”
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When you configure Microsoft Outlook to be your preferred e-mail client, and also add your Sage ACT! database as an address book to Outlook, you can take advantage of several useful integration features. In addition to creating contacts and activities, you may also attach e-mail messages to contact records in Sage ACT!. As with any feature, it’s great when it works, but what do you do when it doesn’t? This week, I’ll share some tips about troubleshooting this integration when it doesn’t appear to be working.
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Did you know that each quarter we publish a customer-focused newsletter that provides the latest information on Sage ACT! with important news and tips?
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Balance is a buzz word these days. For me it brings back memories of gymnastics and the dreaded balance beam. Teeter too far to the left or the right and you were falling quickly to the floor.
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Sage ACT! SVP & GM Larry Ritter recently penned a guest column for CNBC which was also picked up by Business Review USA. In the piece, Larry shares motivation for SMBs to adopt mobile capabilities now along with a Sage customer success example and references to additional use cases and topics including security and mobile payments. Suggested retweet and social sharing text is as follows - please consider sharing with your networks.
Suggested tweet: 5 Reasons To Integrate Mobile Into Your Business by Larry Ritter @SageNAmerica on @CNBC.com http://soc.li/uHm8LuN #smallbiz #smb #crm
Suggested tweet: Mobile-Powered Sales: 5 Reasons To Go All In - by Larry Ritter @SageNAmerica http://goo.gl/2tH9j #smallbiz #smb #crm
Sharing a database with multiple users centralizes management of the database, layouts, templates and other administrative functions such as back up. However, when multiple users are working with the same data, you may need to apply security to Contact, Group, or Company records to ensure only authorized users are able to manage certain records. Setting Record Creation Options enables you to apply security immediately at the time a new record is added to the database, simplifying maintenance of record access control.
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After polishing your LinkedIn profile to rank higher on LinkedIn searches – it is time to grow your connection base.
Find out why and how
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I am busy. You are busy. Your readers are busy. Show them that you value their time by crafting messages that get straight to the point.
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Authored by Barry Moltz, small business speaker, consultant and writer, "Busting the 10 Biggest Small Business Myths" is a great quick read for any professional looking to establish long-term, profitable relationships with their customers.
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When sending e-mail, history may be automatically recorded to a contact record, and possibly even other Sage ACT! user’s history. When sending e-mail internally between users of the same database, you may want to disable recording of history for messages sent between Sage ACT! users. Administrators of a Sage ACT! database can disable history recording for e-mail sent between users in the same database. Here’s how!
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We tried out a new medium—satellite radio—for us this past year in our marketing efforts to complement all the other direct marketing tactics we employ. Be on the listen for our new radio spots on satellite radio. But, you can also take a listen here too.
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What is it about an email that makes us open it and want to read it? This week we’ll share 3 quick tips on the anatomy of an effective email.
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When you execute a Universal Search, 50 results are returned by default. If you would like to display more results, you will need to change a configuration file for the service. This week’s tip explains how!
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Use the Connections Page in ACT! to "get connected." And here's you're chance to tell us how else we can connect Sage ACT! to the tools you need for your business.
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Separate yourself from other small businesses with a little bit of planning and know-how. Here are a few important lessons before you start your email marketing campaigns.
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Today's busy sales professionals are working remotely more than ever before…but are they as effective as when they are office-based? How do the most successful sales teams enable mobile activity with processes, devices, security and technologies to meet or beat quota quarter after quarter?
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New to Sage ACT!? Visit the new Getting Started Resource Center where you can leverage free self-service resources, including a Getting Started with Sage ACT! video, to get up and running quickly and easily.
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As you learned last week, drop down lists are a great way to manage data entry, and encourage users to properly input data while minimizing effort! Some drop-down lists may contain codes that identify a Country, product, service, or other piece of data, and are not entirely intuitive to users. You can apply this week’s tip to display additional details in drop-down lists, so users may confidently select correct list items as they enter data in the database.
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We are currently experiencing technical issues with our phone system and do not have an estimate on resolution at this time. We apologize for any inconvenience this may cause you.
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By Wendy Weiss, The Queen of Cold Calling™
Make telephone calls
No one will buy from you if they do not know of you, your company/products/services. Every sale has its own cycle. Depending on what you are selling, it could be a short cycle of a day or two, or it could be a long cycle of a year or two. Your call is your introduction and the start of your entire sales process. Without that initial prospecting call, you will not close any sales.
Make a lot of telephone calls
If you have only one prospect to pursue, that prospect becomes overwhelmingly important. If you have hundreds of leads, no one prospect can make or break you. The more calls you make, the more success you will have. Schedule time in your calendar, every day, to prospect. Successful prospecting is not about having one perfect conversation with one prospect, it is about having many conversations with many prospects and filling your sales funnel so that you never want for opportunities.
Target your market
Out of every one in the entire world who might possibly buy what you are selling, who is most likely to buy? Start by profiling your best customers. By "best" I mean who buys the most and the most often? You are looking for prospects who match that profile. They are more likely to need and want what you are selling. Those are the prospects you should call first. The more targeted your calling list, the more successful your calls will be and the better it will be for your bottom line. Spend your time calling prospects who will potentially give you the most return for your investment of time.
Understand why customers buy from you
Every prospect is thinking: “What’s in it for me? Why should I be interested in speaking with you? What are you offering that will help me, my business, my bottom line, my employees…?” Ask yourself: What is the value that you offer? What is the benefit that your customers receive from doing business with you? When making your prospecting calls, make sure to lead with the benefit and/or value. This will answer your prospects’ “What’s in it for me?” question. It will certainly set you apart from the crowd, as most prospectors don’t do this. It will also catch your prospects’ attention and give you the opportunity to have real conversations.
Call high
Always call the highest-level person that you believe is the decision-maker. That person will either be the decision-maker or they will know who is and they can point you in the right direction. Too many prospectors make the mistake of going in too low (the low-hanging fruit syndrome). They call managers rather than directors, administrators rather than owners, believing that the call will be easier. It won’t. What will actually happen is that your sales cycle will lengthen and/or implode because you will not be speaking with someone who can make a decision. You will spend months courting someone who will then turn around and say, “I need to ask my boss.” If they come back with the answer, “My boss didn’t like it,” you are dead in the water. Bottom line: If you are not speaking with the decision-maker, you are not speaking with a qualified prospect.
Know the goal of your conversation
The questions you want to ask yourself are: When I hang up the telephone what do I want to have accomplished? What agreement do I want from my prospect today? For example: If you are making calls to set an appointment, then the goal of your call is the appointment. It is not to close the sale. That, of course, is your ultimate goal, but it comes much later in the process. Very few sales are accomplished in one phone call. Make your call with your goal in mind. Say enough to accomplish that goal and save everything else for later conversations. Then repeat the process.
Ask for what you want
The biggest mistake that I see time and time again is that prospectors do not ask for what they want. Once you know the goal of your conversation, (see #5 above) decide exactly how you are going to ask for that goal. Create a script so that you can clearly and succinctly ask. Your prospect will not read your mind, guess or offer. You must ask. I have seen clients double and triple their results simply from starting to consistently, in every single phone call, ask for what they want.
This is not life or death—it’s only a cold call. The fate of the world does not rest on you and your telephone. You will not destroy your company or ruin your life if a prospect says “no.” Loosen up, be creative, have some fun!
© 2011 Wendy Weiss
Drop-down lists are a great way to manage data entry, and encourage users to properly input data while minimizing effort! In this week’s tip, you’ll learn how to create a drop-down list to minimize data entry errors and effort.
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Here is one New Year's resolution for 2012 that I know you can keep and maintain for your business using # Sage ACT!
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Sage ACT! supports importing data from a variety of sources, including Microsoft Excel, text files (delimited by commas, or tabs), other Sage ACT! databases, and Microsoft Outlook. When importing from another source, consider adding a custom field or column to the source data that identifies the source, prior to importing.
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This week, I’m continuing the theme of tuning Outlook Sync. As you are probably aware, the Outlook Sync Preferences tool in Sage ACT! enables you to create sync sets that specify which contacts will sync to Microsoft Outlook. However, there isn’t a tool to configure a sync set that controls which contacts sync from Outlook to Sage ACT!. There is a work-around, however. That’s what you’ll learn in this week’s tip!
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While it’s cold outside and your office is quiet, take some time to play Sage’s Snowball Craze game – it’s a riot!
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In place of a semi-serious marketing recitation about what we’re up to or what’s working or best practices or that kind of thing, I decided to just have a little fun (use of the word "fun" being a bit debatable).
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As you may be aware, Sage ACT! 2012 Service Pack 1 was recently released (read more by clicking here). This service pack includes several cumulative fixes to various high priority issues in the product, and even includes a couple new features that are worth exploring. One such feature is a new button that enables easy removal of all activities synced between Sage ACT! and Microsoft Outlook. If you’ve ever had duplicated information, and wanted to basically reset the calendar sync without digging for obscure files, now you can!
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How do you ensure your contacts won’t miss the glory of what you are about to offer them? Here are some simple practices that when implemented, can have dramatic results.
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Have LinkedIn, Facebook, Twitter and Sales 2.0 finished off cold calling for good? Is cold calling finally dead?
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Sage ACT! 2012 enables you to sync contacts between Sage ACT! and Microsoft Outlook. If you have synced contacts from Sage ACT! to Microsoft Outlook, but would like to revise the list of contacts synced, or remove unwanted contacts from Microsoft Outlook, simply revise the sync set in Sage ACT!. Then after the next sync cycle, your Sage ACT! contacts in Microsoft Outlook will be removed/added to reflect the new sync set!
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Make Sage ACT! a highly optimized sales and marketing machine, specialized for your specific business when you connect to powerful, subscription-based services like Sage ACT! Connect, Sage Business Info Services for ACT!, and Sage E-marketing for ACT!.
Join us as for an informative webcast where we'll explore various business benefits for each of the following service offerings....
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Email marketing not only generates tremendous ROI, it is more affordable than other marketing methods
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What people are searching for defines you… Even if you are the most credible person in the world in your niche, if you can’t be FOUND for what you do, then you won’t gain as much exposure and your business won’t grow as much as it could through LinkedIn.
So what can you do to rank higher on LinkedIn?
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Whether you are getting ready for Turkey day, shopping Black Friday deals, or working, you might turn to the Sage ACT! Scratchpad to jot down those random tasks. This special holiday tip provides some ideas for making the most of the Sage ACT! Scratchpad.
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To help you make the most of this all-important season we’ve put together 5 tips to help your campaigns make magic for your bottom line as you come to year’s end.
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As covered in an earlier Fast Tip Friday article about the Sage ACT! Scratchpad, this little tool helps you capture random tasks, or appointments, and eliminate the hassle of finding paper notes when you need them. You can even send relevant items to Sage ACT!, and associate them with Contacts, Groups, Companies, or Opportunities. If you have begun to depend on this tool, you may want to periodically “back up” your list. Here’s how!
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Just a heads up, Sage is planning an upgrade to our website Thursday, Nov. 17 from 9 p.m. to Friday, 3 a.m. Eastern. During this time, the Sage ACT! (www.act.com) website will be unavailable and a "maintenance notice" will display. We expect all all pages will be available again after 3 a.m. on Friday Nov. 18.
Thanks for your patience during this scheduled maintenance.
Thanks,
Tawny
Social media can be a very powerful medium to help promote your business, and in this article, we're going to tackle the crazy world of “social shopping” services such as Groupon, LivingSocial, and Scoutmob. These services can be a great way to bring new customers to your business. But before you go offering up one of these deals, you need to understand how they work and make sure you can handle the increase in business.
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As we have been reviewing in the past couple posts, Universal Search is a great tool for finding things in your Sage ACT! database without having to know the details of what you seek. This week, you’ll learn more about searching for data when you can’t remember the details of a message, or contents of a note, or attachment, for example. Using special characters in your search enables you to perform targeted searches without using precise text.
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Sage ACT! 2012 has a new Connections Page - have you seen it? This puts Sage ACT! in command of your other important productivity applications.
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Universal Search is a great tool for finding things in your Sage ACT! database without having to know the details of what you seek. You can type part of a word, a couple words, or even wildcards and see a list of results. Sounds similar to keyword search, doesn’t it? Well it is, but it’s different. Each has its advantages, as you will learn in this week’s tip!
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Whenever I conduct a workshop or webinar, invariably someone asks the question: “What should I say when the prospect says, ‘I’m not interested?’”. My response invariably is: “It’s probably too late.”
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Email design standards are constantly evolving. It is challenging to keep up with the latest and greatest. To help you out, we’ve gathered together 4 of the freshest thoughts in email design.
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In the past few weeks, we’ve spent some time learning about the really useful Google integration features such as Contact, Calendar, and Gmail History integration in Sage ACT! 2012. If you are an avid Gmail user, you may want to send Gmail from a contact record, rather than having to open your web browser, log in to Gmail, address a message, and then send it. The Web Info tab in Sage ACT! is a built-in browser that may be customized to pass Sage ACT! data to remote web sites. Using this clever tip, you can create a custom link for Gmail and send messages directly from a contact record. Here’s how!
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Sage is a sponsor this year of the sixth annual Arizona Entrepreneurship Conference (AZEC11), “Paths to Growth: Mobile, Local, Social,” that takes place on Wednesday, November 16, 2011.
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