09-22-2017 03:52 AM
I was asked again to import opportunities into ACT and of course ACT does not have this facility without having to use an add-on.
In my frustration I have created a New Ideas request for the whole Opportunity area to be updated and improved and also asking for your ideas.
If you want to take a look and add your comments the link is here -
09-22-2017 01:24 PM - edited 09-22-2017 01:25 PM
It's always been a mystery to me why you would need to import to create an an opportunity in Act!, other than where you were migrating all data from another CRM to Act!. Enlighten me if you would, what is the situation that you would need to do that?
09-23-2017 02:05 AM - edited 09-23-2017 02:10 AM
In todays world a lot of enquires are web driven where a prospective client fills in a form with their details and also what it is they are interested in.
The enquiry is then normally captured as an Excel or CSV file along with others into a spreadsheet.
Sometimes at this point someone in the organisation makes QA contact by phone or email, adds a note and it is at this point we need ACT to be able to import the enquiry into both contact and opportunity tables. Others want to directly import. What nobody wants to do is type it all in again!
All I can say is this is becoming a more requested feature and I believe ACT needs to respond to the challenge.
And yes, sometimes it is moving from one CRM system to another, I would like to make this as easy as possible to move to ACT and it not be a barrier to selling the product..
09-23-2017 07:47 PM - edited 09-23-2017 07:49 PM
The issue really is about efficiency of capturing data, consistently and without duplication of process. The now ubiquitous, web form is the way that is done, spreadsheets aren't or shouldn't be part of that process they are yesterdays methods. Nobody wants to nor should, be laboriously typing data into spreadsheets. It needs to be captured directly to the CRM and web forms are key to the process.
I agree. A more advanced and flexible Opportunities entity, central to a sales workflow for Act! is what is needed. The vendors have never understood that, ignored for over a decade by Sage and Swiftpage, they just plain don't get it. They have a narrow view, lacking the vision and will to change. It has become both Swiftpage and the customer's loss. To still persist with an embedded inflexible Excel table as the sole document output to an opportunity is testament to that intransigence and ignorance of customer need. Will it change, sadly, I don't think so.
That leaves the only practical 'web-to-Act!' workflow solution for automated data entry as an add-on product such as we developed,Smart Forms, refer www.xactsoftware.co.nz/smart-forms