05-22-2008 04:18 PM
I'm a long time Goldmine user/supporter. Goldmine has changed to a point where it is no longer financially viable for small businesses to purchase or upgrade. As an alternative, I'm looking at offering and supporting ACT!.
Is ACT as a product and SAGE as a comany going to offer me a useful product? It needs to be comfortable for clients to use and supported relatively easily with access to high end technical support when I need it. I need to make sure my clients are taking a step forward in there CRM software.
05-22-2008 09:15 PM
Most users who have tried both find ACT! much easier to use than Goldmine.
It's well worth getting a Certified Consultant to help you with the initial implementation.
05-23-2008 05:49 AM
05-25-2008 03:34 PM
Thanks for your replies Mike and Brad.
My main focus over the next few weeks is looking at how to get an ACT site running in the same way as a Goldmine site. For example, auto filling fields based on the content of other fields, automated processes, document linking, document templates, reports, backups etc. I'm aware that some of these features require third party add ons but still a very usefull exercise if I'm to move forward with ACT.
Thanks again for your interest.
06-01-2008 11:26 PM
For the auto field entry based on another field, try this http://www.exponenciel.com/actaddons/autofieldcalc2006.php
For automated processes... it depends what you want to automate
The other functions should be standard in ACT!
06-02-2008 01:16 AM
Thanks for that Mike.
For the automation, I was thinking along the lines of this.
One thing I do like in GM, is the ability to send correspondence to secondary contacts. This gives the flexability of having company or person centric management. I can live without that feature.
06-02-2008 04:05 AM
Ok... you found SAM.
If you want to send emails to a person, you need to make them a full contact (not secondary). Then, by having them attached to the same company, you can see the history from all contacts at that company