Export Notes from Act!
How to Export Notes from Act!
(Hint: You cannot do this within the native program)
In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!. For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP. For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here. Our service can export the notes from Act! into a CSV format along with the unique IDs.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
For current Act! users, here are a couple ideas.
If you are trying to get more than what the standard reports provide while you want to remain in Act!, we recommend and implement Keystroke Dash . Then, you can export on the notes, history or opportunity tables and add additional fields to the reports standard Act! doesn’t provide.
Moreover, you can create dashboards, charts or lists with Keystroke Dash. Overall, we find it very easy to train people on this program and it offers extensive customization.
We also support Microsoft Power BI, where you can combine Act! with other data sources to gain additional insight into the business. As an illustration, check out our case study.
- Keystroke Dash is $150/PC.
- Power BI with Act! (Fees vary by project).
We offer alternatives to Act!, and we convert the data.
MondoCRM is platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.
- WiredContact (Easiest to convert from Act!).
- Zoho CRM
- Zoho Bigin
- Benchmark One
If your CRM or ERP isn't listed here, we can still help.
We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import. We have done this for companies moving to Salesforce, Hubspot, or other industry specific ERP or CRM system.
- Budget $700.00 (£565.00 + VAT) per database.
Zoho Announces Free Remote Support Tools
We’ve been routinely supporting our clients remotely for over 15 years. We can get you up and going in a hurry.
We want to do all we can to help in this time of crisis. COVID-19 is a big deal, and it has everyone scrambling. You’re putting out too many fires right now to fuss with keeping your team productive remotely. As it happens, keeping teams productive remotely is in our wheelhouse. We can help with cutting through all the variables so you get the right fit, at the right price, and don’t miss a beat.
We’re fluent in many of today’s remote workplace platforms, including Remotely®, Zoho’s comprehensive, all-in-one solution. We can bring you all that fully-functioning productivity firepower for free until July 1, 2020. That’s right—free. This is NOT a “freemium” version. And chances are pretty good we’ll have you up and running in a day or two.
Contact us today and we’ll look at your business’ unique requirements and fit you with a solution that works. Remember, discovery calls are always free.
Practical Limits on Zoho CRM Free Edition.
Practical limits of the Zoho CRM free version.
I am really impressed with Zoho offering a free edition of Zoho as it allows people to try at no risk. That’s quite unique in the CRM space. So, as with most “free-mium” offers, there are features taken out. As I work with clients on this, I will compile a list of limits that might matter right away. Here is the complete chart for complete reference. During the trial, all features are available for 14 days after the initial sign up.
- You can only have up to 3 users.
- You cannot add any custom fields to a module. So if you want a field called "ID/Status" to the contact module, you cannot add it.
- You can only have one layout.
- Anyone can delete records, but only the Zoho administrator can empty the recycle bin.
- You cannot add any custom modules (aka entities, tables or custom objects).
- You can only have two profiles (aka security profiles).
- You can only have two roles (how contacts are shared among the users).
- The tag feature is not available.
- The Deluge scripting language cannot be used to write custom functions.
- Data conversion from programs like Act! or salesforce wouldn't be available.
- The Outlook integration features are not available.
E-Mail Tracking within CRM
The other day, I was asked to draft a scope of work for a new client after a few weeks discussing his business, his processes, his target audience and friction points along the customer journey. Every savvy sales rep or manager knows how important momentum is to matriculate prospects through the sales cycle. I’ve waited anxiously for price and scope responses more times than I care to count. And no one wants to stalk a prospect during crucial points in the business development cycle…over-eagerness is the surest way to relinquish credibility, leverage and flow. Wouldn’t it be great to know exactly when your email was opened so you can time your follow-up accordingly? Wouldn’t your follow-up conversation be stronger if you were able to say, “I see you’ve received the price quote you requested. I’m calling to follow up to see if you have any questions I can answer for you”? Definitely.
Given how sensitive my communications typically are with business leaders, maintaining confidence is essential. I was able to do just that. Unlike Act!, Zoho, Salesforce and WiredContact allow for emails to be tracked in real time. When the message is sent through the CRM, it puts a 1×1 transparent pixel in the email. If that image is “requested,” then the CRM immediately reports the email as opened. No clunky third-party apps or plug-ins.
These CRM systems are fully integrated so critical data is shared with the people who need it, when they need it. We also integrate them with company processes to ensure great and seamless customer experiences throughout the cycle. And no awkward follow-ups. This tool can be used for all emails so communication statuses are always informed, be they price quotes or support sessions or dinner invitations. Like anything else, better information = better choices. Smoother communications = fewer hiccups in your sales cycles and business processes throughout your company.
