Act! Marketing Automation (AMA) is available as an option for companies who have an Act! Premium subscription. The pricing for each version is based on the number of e-mails you can send per month to unlimited Contacts & the amount of features available. You will be able to increase the number of e-mails in blocks of 2500 e-mails for $15. At some point it becomes cheaper to jump to the next level where you will also get all the additional features. Marketing automation refers to the technology or software that allows businesses to harness the power of smart and automated workflows to enhance productivity and deliver a better prospect and

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If you have already done your update or upgrade, and have a new 30 character license number when you check for it in About Act, congratulations, you are now on the new service and can breathe easy! If you still have a 20 character license number you are still in jeopardy. The old license server was turned off on March 14th 2019. For those of you on a subscription, you will most likely have a problem within the next 3 weeks or so. Anyone who is not on a subscription will ultimately have an issue because of other factors. These include moving to a new computer, adding a new user,

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In February there were Beta Bust meetings for Act! version 21.1 at several locations around the country, as well as a virtual meeting for ACCs who were not near one of the locations. Luckily there is always one here in the Northeast, and Bob always attends. While we are not allowed to share a lot about what is coming in V21.1, there is heavy emphasis on the Premium product utilizing the Web API. A lot will be happening with Insights, Opportunities, Act Companion, and, of course, Act Marketing Automation. There will be a Beta Refresh in March and possibly another in April.

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Bob and 22 other CRM Consultants got together in January to learn more about the products we sell and to share experiences with each other. We have been doing this for 13 years now and it is always done on a cruise ship (They are a lot cheaper than when we go to AZ in the Fall for official training). This year all of us Act consultants were challenged to talk about a favorite Act! tip or trick. We were amazed at how may ideas were new to many of us! We have the list of all of those great tips and Kenbar is planning to have a FREE webinar,

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One of the best Calendar formats in Act is the Work Week because it gives you better daily detail than the Monthly one. The following Tip gives you the power to move any Activities from one week to the another week easily. In the slides below we have a follow-up Meeting on Friday that needs to be rescheduled to the following week. First, place your mouse on a date in the mini calendar (see orange circle right side of 1st slide) and drag it down to the date of your choice (see orange circle right side of 2nd slide). The Calendar will automatically adjust itself to give you what you

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Just about every Act user knows that you can easily sort any column in a Contact List view. However, another hidden treasure in the Edit Menu, is the Sort command. This command will allow you to sort up to 3 columns at the same time. Scroll down down to see all 3 screenshots.

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The Copy command in the Edit menu is very handy if you want to send information about one of your contacts to someone, that they can then use to put into their system. It will copy all of the Primary Fields in the currently selected Contact record which you can then paste in an e-mail, Notepad or any other document. Scroll down to see both screenshots.

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Just like clutter can affect you at home and your place of work it can also get in the way with your Act database. The following routine will check for one of the common ways an Act Database can become cluttered and will cause your Act database to take a long time open. Once the clutter is removed you will notice an improvement. Start by clicking on the Task List in the Navbar. The next step is to make sure all of the filters above the column headings say “All”. Don’t Forget to click on Users and select “All”. If it seems to take a while to display the Activities

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Susan Lovallo of Clutter Solutions says, “Kenbar is the best! As a business owner it is imperative to have a solid support team. Bob Kennedy and Kenbar has been part of my team for almost 10 years. For my last computer conversion Bob was on the phone with my tech person for over an hour on a Saturday morning getting my ACT! up and running on my new machine. It is this type of dedication and responsiveness to his clients that makes Kenbar outstanding. He is also always looking for ways to save me money on upgrades and support. Using ACT! has enabled me to keep my database organized which

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Every business owner know that the most profitable time of the year is the holiday season.  For every business there may be different holiday seasons but we all have one and the best way to maximize your profits is email marketing.  Email marketing is basically a way to build relationships with potential customers and/or clients and at the same time it allows you to keep your existing clients up to date with current promotions. Act! simplifies email marketing and helps you build long lasting relationships by helping you create, send, and track wonderful, eye-catching emails that reach customers and potential customers with the right message at the right time.  Below is

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