Community

Producing and delivering a public webcast can feel like a daunting task but if you follow a few steps, your events will delight and engage your customers while assisting in driving revenue and customer satisfaction. 

Read more...

How to Tell if a Prospect Likes You #Sales #Lead

by Employee on ‎07-15-2014 02:14 PM (2,772 Views)

Prospecting in sales can be similar to online dating and summed up in one word… awkward. But it doesn't have to be - check out these tips to simplify your prospecting.

Read more...

Marketing Tips for Small Businesses #smallbiz #marketing

by Moderator on ‎07-10-2014 03:14 PM (3,215 Views)

Marketing can seem like a daunting task when you’re juggling all the needs of a small or emerging business – but it doesn’t have to be. Here are a few tips to get started.

Read more...

Get S’more #ContentMarketing

by Employee on ‎06-25-2014 02:17 PM (2,701 Views)

Content Marketing is like the camp fire required for delicious s’mores. Content is the fuel for your lead generation.

Read more...

The best salespeople don't just build relationships with customers. They challenge them.

Read more...

Apart from the “from” address, the email subject line is the primary gatekeeper from getting your email opened or sent to the trash. Here are some tips to keep in mind.

Read more...

Three Tips on Release Management #Tips #ProdMgmt

by on ‎05-28-2014 03:30 PM (2,014 Views)

I’ve participated in every release of Act! for the last eight years and have been leading the charge for the last three. I’ve picked up a few practices that I believe can help drive success in any project you may be working on.

Read more...

My favorite productivity tools #Productivity #Tips

by Employee on ‎05-21-2014 02:24 PM (3,021 Views)

As a creative designer in marketing, it seems that everything around me is always changing and moving fast. Requirements change as do concepts, but rarely does the initial deadline ever compensate for this. So with all these variables constantly in the mix, there are a few tools that I rely on to keep my productivity on track.

Read more...

I’ll probably get an email from the Department of Labor for what I’m about to say, but I’ll say it anyways because you really should know about this member of our team.

Read more...

Sell More Through Email #Tips #Email #Marketing #Actv16

by Jt.capps on ‎05-13-2014 04:25 PM (1,095 Views)

If you’re not segmenting and targeting individual groups with individual messaging and following up individually, you are losing.

Read more...

Good vs. Great #WebDesign #Tips

by Lithium Technologies on ‎05-12-2014 02:11 PM (1,038 Views)

What is the difference between a good and great when it comes to website design?

Read more...

Keys to #Winning in Sales from an NFL Quarterback #Sales #Tips

by Employee on ‎05-09-2014 01:57 PM (1,516 Views)

Omaha!  Omaha!  Is a quarterback successful because he yells a couple of words out prior to the ball being snapped?  Is a salesperson successful because he can blurt out of few words about his product or service?  In both cases the answer is no. Perhaps from one of the greatest quarterbacks, Peyton Manning, a sales person can understand how to be successful and win the game!

Read more...

Don’t Miss out on Marketing Mother’s Day – Sunday May 11 #MothersDay #Marketing

by ‎05-06-2014 06:33 PM - edited ‎05-06-2014 06:35 PM (1,699 Views)

No matter what business you’re in, this holiday is a huge sales opportunity that you can’t afford to miss out on. This year, Mother’s Day is Sunday, May 11, so if you haven’t started marketing it yet, there is just enough time to start! Here are a few tips so you can make the most of this heartwarming holiday.

Read more...

The Interview #Interview #Jobs

by Employee on ‎05-03-2014 09:13 AM (1,017 Views)

I conduct a lot of interviews and realize that sometimes people may have never been informed or educated on some good practices as well as that the best practices may have evolved.  Here’s some great tips for interviewing.

Read more...

Top 10 Tips for Using Email to Drive Sales

by on ‎08-15-2013 10:38 AM (1,168 Views)

How can the original form of social media be used to drive sales? Check out our tips below to learn how you can effectively use email to build customer relationships and increase your sales!

Read more...

Inside Sage ACT! Scratchpad #SageACT

by Employee on ‎09-06-2011 04:44 PM (3,821 Views)

One of the many new features of the Sage ACT! 2012 is the addition of Sage ACT! Scratchpad.

This feature exists for both the standard and premium product and also supports web only client users of premium web server setups.  I would like to detail some nuances of the different versions as well as any tips or general help I can provide.

 

First of all let's talk about the user interface, some functionality tips, and why certain functionality works as it does:

  • Tip - Use cut/copy/paste: 
    • It works for copying or pasting to and from clipboard for both windows and web setups.  (windows’ standard keyboard shortcuts work also (CTRL+X/CTRL+C/CTRL+V)
  • Tip - Use Plain text:
    • RTF (Rich-Text-Format) data is not supported in the client.  Therefore pasting data from other rtf client will automatically strip out any formatting of the string you are pasting such as text color, bolding, justification, etc.
  • Tip - Put contacts in manually when “Send(ing) to Sage ACT!”: 
    • When moving data over from sage scratchpad to sage act you will need to make sure that a contact is placed in contact field of the note, history, or activity. 
      • Why does it work this way?
        • Significant time was spent on the decision to leave this blank for manual input - including extensive user testing.  Basically the problem is that using any default for the contact field caused users just to always choose the default.  The problem is that many users would get frustrated later when they could not find or did not agree with the default contact assignment we used.  We originally put the “Current Contact” into the field automatically – but many users felt it should be the logged in user or someone's name in the line from scratchpad itself.  Therefore, due to these results, we ultimately decided on requiring the end user to make a conscious choice here.

 

Now onto some differences with windows and web client users:

 

Windows Users:

  • In order to “Send to Sage ACT!” you must have act running on the same machine as Sage ACT! Scratchpad.
  • If you want to get the local data file that Sage ACT! Scratchpad store it’s data in
    • %APPDATA% \ ACT\ACT Data\ SageACT!Scratchpad.xml
      • Note: %APPDATA% is a windows specific path variable in you windows environmental settings – you can use this string directly from Start->Run and it will open in your xml browser of choice – usually internet explorer.

 

Web Client Users:

  • If you want to get the local data file that Sage ACT! Scratchpad stores it’s data in
    • %APPDATA% \ ACT\ACT Data\ SageACT!ScratchpadWeb.xml
  • In order to have Sage ACT! scratchpad installed on your system you must install it from within the web client
    • Run Tools->Install Sage ACT! Scratchpad
      • Technical notes:  When install occurs on web client user’s system it will send over encrypted data containing the logged in users name and password for ease of setup.
        • Implications of this are you can “Send to Sage ACT!” and it will launch web browser and navigate to proper server and login to database using those credentials
        • The caveat here is that if you change your password in Sage ACT! (web client), Sage Scratchpad will not be aware, and therefore you will be prompted for login again
        • You can get around this by changing password in Sage Scratchpad by going to Tools-> Preferences and making those changes as well as the ability to change database name and user name.
        •  

I hope some of this information helps you though some of the ins and out of using this new feature and gives you a feel for some of the inner workings of the product and decision making that goes into it.

Brian

Labels