01-13-2011 07:54 AM
What were you guys thinking? Smart tasks is easily the best idea I have ever seen from ACT in the 5 years I have been using it - but what is up with the execution?
You would have thought that when you have a smart task that is to send an email, you could select from one of your existing templates, add a hyperlink or two, and send a nice, pretty functional email to your customers and prospects. Instead, all you can send is plain text that looks like something from 1980!. This needs fixed ASAP! I'm dying to use it, but if I sent a plain text message to my customers, I'd probably end up loosing business. Come on!!!
01-14-2011 12:32 PM - edited 01-14-2011 12:32 PM
Smart Tasks is in its infancy right now, as it was just made possible in ACT! 2011 by the addition of the Windows Presentation Foundation in .NET 3.5. You can expect many upcoming enhancements to this function in updates and future releases. Please post any suggestions or feature requests you have for Smart Tasks to the Ideas board in this forum, so our product managers and developers can evaluate them. Thank you.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
12-03-2011 04:39 PM
I posted a number of deficiencies over the last few months and I've talked to a few high level support people over the past few months. From the feedback received I have come to the following conclusions:
Act! support staff do not understand how Smart Tasks work, it is difficult to get consensus on a solution to a problem.
It will be a few years before smart tasks becomes a useful workflow addition to Act!
Very few people use it, so they tell me.
Posting on smart tasks on this forum rarely receive a reply both from moderators or users.
There are currently a number of unsolved bugs in smart task.
Anyone agree or would like to share their experience with this "great idea but terrible execution" addition to Act!
07-28-2012 08:26 AM
With you the whole way. Smart tasks should not only be improved upon (then more users may then be able to use effectively !!) and meanwhile they should work as implied (and already promised when queried) rather than excuses being made for clear inadequecies that prevent them from functioning as should reasonably be expected.
One of the first problems in generating momentum about the particular topic is that salient threads are not easy to latch onto ( I have been jumping around for nearly an hour so far looking for the last critisisms I saw a few weeks ago and responded to!!)
Anyhow now here, a couple of immediate issues for others to latch onto again.
1 - It is ludicrous for a timed smart task that sends a swiftpage email to a dynamic criteria to require manual inervention for every record via a dialog box. No purpose timing it for auto !! I have already noted a past moderators reply concerning this issue which makes no sense at all.
2 - Even though a letter can be sent via a smart task, only a basic email can be issued. No templete facility of format box in the smart task e-mail screen. Why the difference. In this day and age, e-mail saves time and costs and it is my view that one should have either letter or email facility with similar features. It is this inadequecy that in fact forces the use of swiftpage (or an alternative) when Act could do the more run of the mill email jobs if this similar level funcionality were present.
A number of other issues exist but the above 2 irritate the most and I too hope that others joinn the thread as a leverl of automation saves us all time - if it works !!
07-28-2012 10:56 AM
I think that unless Act! is planning to fix this oversight (or carelessness) then I am bracing myself for a slow and painful money grab as they roll out fixes and improvements at a snails pace with each successive release.
There is no reason why we are now not able to automate sending an email personally addressed to a client and being able to edit that letter prior to it being sent due to recent changes. This is a huge deficiency to many of us in industries where we are in ongoing telephone and face to face contact with our clients.
What were they thinking? Many of us would never think of sending out an email that at the very minimum didn't include our client's name.
I am shocked that Act! has not fixed this and that there aren't a barrage of complaint emails on this forum. Note that as far as I know they have no intention of including ST mail merge in the 2013 release.
08-06-2012 02:24 AM
05-19-2017 12:15 AM
Are there any plans for SP to resurrect this potentially fantastic feature? The market is already using similar functionality in other products like Hubspot etc… and customers are crying out for easy to use marketing automation. Many are switching to marketing automation rich systems, even though they have poor core CRM functionality. The great thing about Act! is it is a proven winner in the core areas. Why not in the newer, 21st century functionality like automation and supporting analytics feedback from google and the like etc.
Marketing automation, even if it was only available to those with a subscription (to ensure better support and ongoing development), would be the number 1 on my features list.
The Smart Task workflow design engine and current functionality is almost complete. The current lack of stability and inherent back end design issues are severely holding it back.
There are other things that I'm sure I've forgotten to mention, but please get this on the current road map. It is not a nice-to-have anymore, it's a must in the CRM market now!
05-19-2017 09:09 AM
05-19-2017 01:17 PM - edited 05-19-2017 01:19 PM
@Gary W wrote:
The expansion of the currently available Zaper triggers is linked to our ongoing development of the Act! Web API, which is one of our current primary focuses.
There is no comparison between Zaps and a well designed, fully functional, reliable work flow automation that is in easy reach of the customer. If you want to sell more product then this is the 'low hanging fruit' you need to target. It isn't difficult just make things function that are already in the product and re-build confidence. It isn't about the technology, it's the delivery and ease of access i.e doing what the customer wants to do. They don't want to faff about with Zapier!