Sage ACT! 2012 Cookbook


Sage ACT! 2012 Cookbook
eBook: $23.99
Formats: PDF, PacktLib, ePub and Mobi formats
$20.39
save 15%!
Print + free eBook + free PacktLib access to the book: $63.98    Print cover: $39.99
$39.99
save 37%!
Free Shipping!
UK, US, Europe and selected countries in Asia.
Also available on:
Overview
Table of Contents
Author
Reviews
Support
Sample Chapters
  • Immediately access ACT! 2012 with a full understanding of the Welcome screen and Navigation Bar
  • Segment your ACT! database into Groups and Companies, Secondary or Related Contacts
  • Become a CRM expert by combining the ease of E-Marketing with the power of Smart Tasks to build your business
  • Ensure that your ACT! database is properly maintained so that it remains worry free

Book Details

Language : English
Paperback : 284 pages [ 235mm x 191mm ]
Release Date : September 2011
ISBN : 184968250X
ISBN 13 : 9781849682503
Author(s) : Karen Fredricks
Topics and Technologies : All Books, Other

Table of Contents

Preface
Chapter 1: Working with the Welcome Page and Navigation Bar
Chapter 2: Jotting Down your Notes Using Scratchpad
Chapter 3: Using Queries to Find Data
Chapter 4: Relating Contact Records
Chapter 5: Integrating Contact Information with Websites
Chapter 6: Grouping your Contacts
Chapter 7: Working with Companies
Chapter 8: Creating Golden Opportunities
Chapter 9: Integrating with Microsoft Outlook
Chapter 10: Integrating with Google
Chapter 11: Performing Routine Maintenance
Chapter 12: Creating an E-marketing Campaign
Chapter 13: Working Smarter with Smart Tasks
Index
    • Chapter 2: Jotting Down your Notes Using Scratchpad
      • Introduction
      • Adding an item to the Scratchpad
      • Making changes to Scratchpad items
      • Changing the order of the Scratchpad items
      • Transferring Scratchpad items to an ACT! database
      • Marking a Scratchpad item as complete
      • Printing the Scratchpad list
      • Chapter 3: Using Queries to Find Data
        • Introduction
        • Performing a basic lookup
        • Looking up by Example
        • Creating an Annual Event lookup/search
        • Creating a lookup by Contact Activity
        • Creating an Advanced Query
        • Searching on keywords
        • Using the universal search
        • Chapter 4: Relating Contact Records
          • Introduction
          • Adding the Relationship tab
          • Adding a Related Contact
          • Adding multiple Related Contacts
          • Changing a relationship
          • Creating a Secondary Contact
          • Promoting a Secondary Contact
            • Chapter 6: Grouping your Contacts
              • Introduction
              • Creating a Group
              • Adding Static Members to a Group
              • Removing Static Members from a Group
              • Adding Dynamic Members to a Group
              • Creating a Group from the current Lookup
              • Using the Group tab of the Contact Detail view
              • Working with Groups
              • Chapter 7: Working with Companies
                • Introduction
                • Learning about Company views
                • Creating Companies from the Companies
                • Detail view
                • Creating a Company from a Contact record
                • Adding a Division to a Company
                • Deleting a Company
                • Linking Contact and Company Records
                • Adding a Contact to a Company
                • Working with a Company Record
                • Linking Company and Contact Fields
                • Creating a Lookup of Company Contacts
                • Chapter 8: Creating Golden Opportunities
                  • Introduction
                  • Working with the Opportunity View
                  • Adding processes and stages
                  • Adding products and services
                  • Working with opportunity fields and layouts
                  • Creating an opportunity
                  • Editing an opportunity
                  • Working with the Opportunity List
                  • Creating an Opportunity Graph
                  • Chapter 9: Integrating with Microsoft Outlook
                    • Introduction
                    • Setting up Outlook as your ACT! e-mail client
                    • Sending an Outlook message to a single contact
                    • Sending an Outlook message to multiple contacts
                    • Sending an e-mail to an ACT! contact in Outlook
                    • Linking incoming Outlook e-mail to ACT!
                    • Creating a new ACT! contact from Outlook
                    • Synchronizing your ACT! calendar to Outlook
                    • Synchronizing your ACT! contacts to Outlook
                    • Chapter 10: Integrating with Google
                      • Introduction
                      • Setting up Google and ACT! integration
                      • Synchronizing your ACT! calendar to Google
                      • Synchronizing your ACT! contacts to Google
                      • Setting the Record History options for Google
                      • Setting up automatic integration
                      • Chapter 11: Performing Routine Maintenance
                        • Introduction
                        • Performing routine maintenance
                        • Creating a backup
                        • Restoring a backup
                        • Using the ACT! Scheduler
                        • Applying ACT! updates
                        • Removing old data
                        • Merging duplicate records
                        • Deleting a database
                        • Performing a global edit and replace
                        • Chapter 12: Creating an E-marketing Campaign
                          • Introduction
                          • Adding your E-marketing account credentials
                          • Moving a template to the local library
                          • Editing a local template
                          • Importing an existing HTML template
                          • Sending an E-marketing pieces
                          • Updating ACT! with E-marketing history
                          • Analyzing an E-marketing campaign
                          • Creating a Lookup of your Campaign Results
                          • Creating a survey
                          • Creating a web form
                          • Chapter 13: Working Smarter with Smart Tasks
                            • Introduction
                            • Learning about the existing Smart Tasks
                            • Editing an existing Smart Task
                            • Creating a Smart Task template
                            • Adding a Smart Task step
                            • Changing Smart Task steps
                            • Setting a Smart Task to Auto-Run
                            • Running Smart Tasks manually
                            • Checking the status of a Smart Task

                            Karen Fredricks

                            Karen Fredricks began her life rather non-technically growing up in Kenya. She likes to say that she developed her sense of humor while dodging bombs in Beirut where she attended high school. She graduated from the University of Florida and holds degrees in English, Theatre and Accounting. She settled in Boca Raton where she includes tennis, trips to the gym and cheering for the Gators in her busy schedule.

                            A true CRM expert, Karen is the author of over ten For Dummies books, including titles on ACT!, SugarCRM, Outlook, Business Contact Manager, Office Live and Marketing with Microsoft Office 2007. This is her sixth book devoted to ACT!.

                            Karen’s firm, Tech Benders, customizes popular contact management and CRM software to help businesses grow by being more productive, efficient, and profitable. Karen believes in working smarter in order to have the time to enjoy life and tries to install that philosophy in her clients.

                            Submit Errata

                            Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.

                            Sample chapters

                            You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

                            Frequently bought together

                            Sage ACT! 2012 Cookbook +    Joomla! 3 Beginner’s Guide =
                            50% Off
                            the second eBook
                            Price for both: $37.50

                            Buy both these recommended eBooks together and get 50% off the cheapest eBook.

                            What you will learn from this book

                            • Get up and running with the ACT! Welcome page and Navigation Bar
                            • Gain the knowledge to relate all of your business contacts
                            • Integrate your ACT! database with Google, as well as social networking sites like Facebook and Linkedin
                            • Segment your database into Dynamic Groups
                            • Learn how to create Company records for your larger accounts
                            • Monitor the progress of your sales force by creating Opportunities
                            • Fully integrate ACT! with Microsoft Outlook
                            • Learn how to perform routine database maintenance
                            • Utilize ACT!'s E-Marketing campaign features by creating an HTML campaign
                            • Take advantage of ACT! Smart Tasks to automate routine CRM tasks
                            • Get acquainted with using the new ACT! Scratch Pad
                            • Learn to work with the various ACT! queries

                             

                            In Detail

                            Sage ACT! is a top-selling CRM application that helps  businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.

                            This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011  as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.

                            This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.

                            The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically—this book will help you do just that.

                            Take full advantage of the new advanced capabilities of ACT! 2012 for organizing your customer contact information into a powerful CRM database.

                            Approach

                            This is an advanced cookbook of easy-to-follow recipes about ACT! 2012 designed to transform you into an ACT! Power User.

                            Who this book is for

                            If you are an ACT! end user who wants to learn about the advanced functionality of ACT! 2012, then this book is for you. It will also be useful if you are a 2009,2010 or 2011 user, as many advanced features originate from these ACT! versions. If you are an ACT! administrator who needs to administer an ACT! database or understand Outlook integration, you will also find this book helpful.

                            No prior ACT! knowledge is necessarily required; however, you'll find it helpful to have good working knowledge of how to add data into ACT!, or to work with an ACT! database that has already been populated with data.

                            Code Download and Errata
                            Packt Anytime, Anywhere
                            Register Books
                            Print Upgrades
                            eBook Downloads
                            Video Support
                            Contact Us
                            Awards Voting Nominations Previous Winners
                            Judges Open Source CMS Hall Of Fame CMS Most Promising Open Source Project Open Source E-Commerce Applications Open Source JavaScript Library Open Source Graphics Software
                            Resources
                            Open Source CMS Hall Of Fame CMS Most Promising Open Source Project Open Source E-Commerce Applications Open Source JavaScript Library Open Source Graphics Software