781-728-9777 tony@365ActTips.com

The Act Emarketing Menu

Act’s Email Marketing Options Have Changed So Make Sure You Call me to Discuss Your Options

The Act E marketing menu option is somewhat outdated because there is a new option for sending emails within Act. It is called Act marketing automation and if you are just starting this process of sending emails directly out of Act this is the best option. You can also use Microsoft Outlook for sending emails as well. The bottom line is this, review it with me so we can discuss your ultimate goal and purpose for sending out an email in the first place. Tony Holowitz 781-728-9777

Act and Windows 10

In my opinion, you are crazy if you update your Windows computer to Windows 10! Let me tell you why.

First and foremost this has nothing to do with Windows 10, I am hearing nothing but good things about Microsoft’s most recent version of Windows. But this is the question you should ask yourself: what is Windows 10 going to do for me today?

windows 10If you are in business, sales or marketing and all of your software is working working perfectly today why in the world would you take a chance to mess that up? Why break that software nirvana that exists in your life today? If your car works fine why would you change the engine? That’s what Windows 10 is, the engine that runs your computer. It is nothing more than that.

My advice is this: if it ain’t broke, don’t fix it! At least for the time being.

Let everyone else download and install Windows 10 and be beta testers for all the software you currently use. And that includes act. Wait six months, reconsider and still don’t do it unless there is a compelling reason that is so good that it will make you more productive.

Just to be clear this is what I usually recommend for all software updates and major releases.

Do not be sucked into the something shiny and new conundrum. Wait. Don’t lose sight of what is really important to you and your business: selling and taking care of your customers. All of my experience has been that in this day and age brand-new shiny software, updates rarely make such an impact that it warrants all the excitement that seems to surround it. If you value your time and energy, just wait. If it is that good, it will be there tomorrow!


Originally posted 2015-08-10 14:53:36.

Possible Importing Issues with Act 17

When you import contact information from an outside source into an existing act database, it takes some thought, practice and planning.

When you import information into act you have a number of options on how to match up contacts in your existing database to the contacts you hope to import. In my opinion, the most common denominator of the contact is their email address. An email address is almost like a Social Security number because it is unique to each individual. Typically, when I import information that includes email addresses I always use that as the denominator or matching item so that I can decide on how to import information from an outside source into act.

Obviously, I don’t want a lot of duplicates in act.

Recently I have found some issues with this. This post is merely to inform you that I have recognized that issue and make you aware of it. I’m currently researching the issue and hope to have more information for you in the not to distant future.

If you have questions about how to import data, please get in touch with me.  Tony Holowitz: 781 – 728 – 9777.

Originally posted 2015-09-09 13:51:31.

ACT Layout Customization: Editing User Fields Part 1

Customizing ACT’s fields is essential to getting the most out of ACT.

One of the best things about ACT is that it’s highly customizable. As you start to get more comfortable with ACT you will find that you want to customize some of the user fields within ACT. Anticipating this, ACT has created 10 fields that are a great starting point for learning how to customize a field. We will start with the field called the user 1 and explore some of the possibilities.






Originally posted 2014-10-13 14:34:14.

What is Your Act Game Plan?

I have an Act plan that I call my Two Monday’s plan. On the first Monday of the month I have a specific list of tasks that I need to complete. Every other Monday, I have a smaller list of things that I need to complete weekly.

I always focus my attention first on my clients. Take care of your clients all the time by paying attention to them every week. After I have focused on my clients I turn my attention to prospects. Prospects that have recently shown an interest in something that I offer I refer to his new leads. You might want to call them hot leads and that’s fine. When I inspect my act database I have goals that I’ve set for myself for my clients, my prospects and what I refer to his new leads.

Football coaches have game plans.  Why don’t you?

On the first Monday of the month I focus my attention on prospects. In most cases, I want to make sure they have received an email from me at least every 30 days. Focusing on this on the first Monday of the month ensures that these people will never slip through the cracks in my act database. Next I turn my attention to my clients. I will look at the list and focus my attention on what needs to be done for my clients. It might be a call, a visit or even just a simple email. Then I will turn my attention to my new or hot leads to focus on what they need in order to close the sale. At a minimum, I know I have to address this group of leads every Monday.

Can I help you with your Monday game plan?

My experience has been that there are typically things you need to do at least monthly and some things you need to do weekly. Having a Monday plan allows you to have the confidence that these things are never good to slip through the cracks within your act database.  I find that one of the things I try to get my clients to do is just think about creating a plan. Don’t look at act and don’t think about all the contacts you have in act for a moment. Just ask yourself how would you want to be treated if you were a client or prospect of your business.

I have had clients tell me that they were always aware of the fact that I reached out to them either by phone or email. I would typically email them at least monthly and call them either every six months to a year.

That is my plan and I think it’s a good one.  Let me help you with your plan.  Contact me today.


Originally posted 2015-09-11 12:47:37.

Act and Outlook: How to Send an Email to Multiple Contacts Easily

This tutorial will show you how to easily send an email to multiple contacts in act.

Let me state right up front that there are multiple ways to send email to act contacts. When you are using Microsoft Outlook and act together it is convenient to know this simple technique for sending an email to multiple act contacts at one time via Outlook. Some of the techniques you will learn here have nothing to do with act, they include some Microsoft techniques and some Outlook techniques and tips.

If you were set up act in Outlook probably this technique will allow you to send a simple message to multiple contacts. I use this technique all the time. Enjoy this video tutorial tell all your friends about www.365acttips.com.


Originally posted 2015-09-15 13:35:45.

ACT Layout Customization: Editing User Fields Part 2

Initially, I will focus on editing some included user fields in ACT.

ACT has created 10 simple to adding user fields. In this tutorial we will continue to take a look at editing and creating new fields in ACT. Our focus is on the 10 highly customizable simple user fields in ACT to start.  I created two video tutorials that will focus on this task.  Enjoy.


First Video

Second Video

Originally posted 2014-10-13 14:38:54.