Book Description
ACT! 2005 will help you manage your business contacts and relationships (not just with customers, but also with prospects, vendors, and suppliers) more efficiently and effectively. But there is a catch—you have to ACTivate it. ACT! 2005 for Dummies helps you get your ACT together with basic information about fields, records, files, and navigation, and step-by-step guidelines for:
Setting up and customizing databases
Using the calendar to plan your schedule
Using the alarm to alert you to things to ACT on, whether it’s checking on a huge order or remembering a customer’s birthday (so you’ll get another huge order)
Protecting your database by assigning specific security levels to users or password-protecting it
Creating reports and broadcast e-mails

Written by Karen S. Fredricks, an ACT! Certified Consultant, ACT! Premier Trainer, and self-professed ACT! FanACTic, ACT! 2005 For Dummies covers both ACT! Standard Edition 2005 and ACT! Premium Edition 2005. It shows and tells you how to:
Use ACT! Notes and ACT! Histories to maintain records of all communications and activities
Tag contacts (to designate whether they are interested in a new product, whether they like golf, whether they rate a glorious gift basket at Christmas or get the automatic fruit cake, or whatever)
Integrate with Excel, Outlook, and other programs
Use ACT! reporting and forecasting tools to manage and track sales

Contacts and relationships are the key to any successful business. With ACT! 2005 helping you manage them, you can focus on building your business. Wouldn’t it be nice to have a lot of new customers to add to ACT! 2005?

Download Description
The fun and easy introduction to the latest update to ACT!, the leading contact management/customer relationship management (CRM) software that allows users and organizations to manage their business relationships effectively
* Shows how ACT! keeps customer info in one place, providing instant access to names, phone numbers, addresses, appointments, call histories, follow-up activities, etc.
* Author Karen Fredricks is well-known in ACT! circles and is the ideal person to cover all the bases, such as setting up a contact database; adding, deleting, sorting, and finding contacts; scheduling activities; using the basic ACT! reports; creating sales opportunities; and much more
* Addresses the new relational feature that allows all contacts in the same company to be grouped together

Posted in Labels: Act 2005, For Dummies