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Recent ACT! Tips...
Divide & Conquer

ImageIt’s a proven fact that the more targeted your marketing, the better the results. All of us at some point need to smile and dial (or spray and pray as some of us call it!) when we are attempting to market our products and services. However, if you locate in your database a specific industry that has benefited from your particular product in the past and then target that same industry in a broader scope, your success in closing increases.

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Adding Documents in ACT!

ImageThe reason you choose a Contact Relationship Management Program is to have one place to look for EVERYTHING!  Here’s a tip to keep those bids/quotes/current projects handy and in one place when you need them.


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Organize Your Projects

ImageWe have multiple projects that pull our attention over the course of a day. How do I keep the pieces and parts separate yet readily available? 


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