Creating a company from a contact, the time saving Act! function. You are used to adding interested parties as contacts in Act!. After successfully turning the lead into a customer you want to create a company out of the contact. But you receive an error message “There is no company name for this contact. To create a company record from this contact, type a company name in the Company field.”
Act! for Web, remote database or Handheld Contact – which is the right solution for me? We have previously written quite a few articles in which we informed about opportunities for mobile access to Act!. In order for you to make an informed purchase we have set up a comparison for your convenience.
You have the possibility to set your Act! dashboard as your start screen. It gives you an overview of all your work in Act! – your To-Do-list, statistics, opportunities and more. Start your day with useful information when you start Act!.
If you want to create new types of activities and you are not happy with the available icons you have the opportunity to change them. There are a few more icons which are not included in the standard Act! version. We will explain how to download them here.
Linking contacts to companies is a basic feature of Act! CRM, making it easier to manage customer communication with multiple members in the same company. Or making sure, that you do not mix up customers with similar names – quite an embarrassment when you call a contact and start talking about a project or sales offer and you contacted the wrong company. It works the other way around when you communicate with multiple contacts in the same company. Collect them all in one list in order to find the right contact by simply selecting the company.
Every company should move towards higher data quality in their CRM system. Read on to find out what the most common reasons für slipping quality in contact data and how to counteract data garbage formation.
How can access to field values be managed?
In Act! you can use field security settings to limit user or team access. For example you can use field security so that certain user or user teams can change a customer status. The field values in turn can be viewed but not changed by other users. You can also set a standard authorization for all fields.
Enhance user friendliness by changing your Act! color
A CRM’s most considerable factors for success are: Less functionalities and more user friendliness. Act! combines a large variety of functions with intuitive handling, which can be further optimized with individual color settings.
Personal documents with your handwritten signature
Most communication with your customers takes place via e-mail. E-mail has become a most important tool, but often corporate design is neglected. A personal signature in an e-mail in corporate design of the company has a positive effect on the company’s image. Something which customers develop in view of the company over time. This is why it is worthwhile to invest the time in e-mail templates or drafts for other documents.
What benefits do you get when using recurring activities?
Activities are set in connection to a contact or company. Act! reminds you of your planned activities so that no customer contact is forgotten.