Series:

For Dummies

3 total works

Cover of ACT! X For Dummies

ACT! X For Dummies

by Karen S. Fredricks

Published 24 September 2004
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; and, 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?

Cover of ACT! by Sage for Dummies
Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then-get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that's right for you so that you can focus on your business and career growth while also saving time and money.

With this fun and friendly guide in hand, you'll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you're new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!'s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:

Setting up the contact databaseAdding multiple contacts to a group and adding contacts to a companyChanging contact-level security accessScheduling activitiesUsing the basic ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groups

ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You'll be amazed by just how quickly you'll be able to set up a database and get it to act for you.

Cover of SugarCRM For Dummies

SugarCRM For Dummies

by Karen S. Fredricks

Published 21 November 2008
SugarCRM is an innovative customer relationship management software solution that enhances your company’s marketing effectiveness, drives sales performance, improves customer satisfaction, and provides executive insight into business performance. SugarCRM For Dummies will show you to take advantage of this free, open source CRM application to boost your sales and please your customers.

This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. You’ll first learn how to install SugarCRM, customize user preferences, create databases, and import contacts from other software. Next, you’ll discover how to extend SugarCRM’s capabilities to meet needs unique to your business. You’ll also find out how to:

  • Schedule appointments, link them to records and notes, and organize your sales opportunities
  • Build campaigns, track their success, and grow your contact list with Web-to-lead forms
  • Manage customer issues and forums to exterminate software bugs
  • Send e-newsletters and automate customer e-mail communication with templates
  • Take advantage of a complete recipe book for SugarCRM administrators
  • Improve sales performance with SugarCRM
  • Provide great service to your customers
  • Develop searchable libraries and FAQs
  • Create and share documents

SugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.