Good morning everyone, and thank you for being here. Today, I’m thrilled to share a quick overview of some exciting add-on products created by Keystroke for Act. As a partner with Keystroke, I often review their offerings, and I believe these tools will significantly complement and enhance the experience for Act users.
1. Linktivity: A Suite of Tools for the Average Act User
Keystroke’s Linktivity (available at linktivity.net) is designed to support small business people who may not have abundant resources or time for overall marketing within their company.
Here’s a glance at their offerings:
- Link to Calendar: A calendar tool that lets people book meetings and appointments directly into your online calendar, funneling back into Act.
- Link to Forms: For those with websites and lead-generating forms, this brings all that data into Act.
- Link to Quotes: An online system to create and monitor quotes, with or without sales opportunities.
- Link to Events: Generate leads from public events you have created.
- Link to List: A tool to clean and verify your email database.
These tools can significantly ease marketing and lead management for Act users. Please feel free to reach out to me for more details.
2. QSales: Connecting Act to Your QuickBooks Desktop
QSales is another product that excites me for various reasons. It links Act to your QuickBooks desktop version, creating a seamless connection between two platforms that naturally complement each other.
What QSales Offers:
- Invoices or Estimates Creation: Generate these directly from Act.
- Quick Customer Creation: No need to access QuickBooks at the moment to create a customer or job.
- Five-Year Sales Tracking: View information about sales for the last five years within Act.
Why This Matters:
- Searchable Sales Data: Find out who has or hasn’t ordered within specific time frames.
- Actionable Information: Unlike data in QuickBooks, this information is easy to work with, allowing quick interactions with customers.
| Tool | Functionality |
|---|---|
| Link to Calendar | Schedule meetings and appointments |
| Link to Forms | Capture website leads into Act |
| Link to Quotes | Create and monitor quotes |
| Link to Events | Generate leads from events |
| Link to List | Scrub email database |
| QSales | Connect Act to QuickBooks, create invoices/estimates, quick customer creation, five-year sales tracking |
Conclusion
These products, Linktivity and QSales, are powerful additions to enhance the way you get information into Act. As a big fan of using tools to gain better knowledge of clients and prospects, I encourage you to explore these options.
Ladies and gentlemen, if you have any questions, don’t hesitate to reach out to me. My name is Tony Holowitz, and I thank you so very much. Have a great day!