Automator4Act: Put a Button on Act Part 1

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction: Welcome, ladies and gentlemen! Today, Tony Holowitz, an experienced ACT teacher and trainer, is here to share an exciting tip that will revolutionize how you use ACT software. ACT is a fantastic tool for small businesses, salespeople, and individuals looking to manage their information efficiently. However, mastering all its features can be a learning curve. Tony has a game-changing solution to simplify your ACT experience – adding custom buttons using Automator4Act (formerly DesignR1). Let’s dive in and explore this innovative approach!

  1. The Power of Simplification with Automator4Act: Tony understands the value of simplicity in software usage. While ACT offers multiple ways to perform tasks, Automator4Act takes it to the next level. This add-on software, priced at approximately $50, streamlines common actions, making ACT more intuitive and user-friendly. Tony advocates for using buttons to enable smooth workflows, allowing users to focus on their core tasks rather than grappling with software complexities.

  2. Introducing Automator4Act Layouts: Tony showcases a basic contact layout with buttons customized using Automator4Act. With just a click, users can automate various actions, such as scheduling follow-up calls, taking notes, or creating history entries. This tool enhances productivity and ensures essential tasks are handled efficiently.

  3. Streamlining Follow-Up Calls: Tony demonstrates how Automator4Act buttons make scheduling follow-up calls a breeze. Rather than navigating through multiple steps, users can simply click on the corresponding button. The add-on automatically adds the required activity in ACT, saving valuable time and effort.

  4. Quick Note and History Entries Made Easy: With Automator4Act, adding quick notes or history entries becomes seamless. Tony illustrates how users can type their notes and, with a single click on the respective buttons, have the text automatically integrated into ACT’s notes section. This feature ensures that crucial information is recorded without hassle.

  5. Creating Custom Buttons for Unique Needs: One of the most remarkable aspects of Automator4Act is its flexibility. Tony guides users in creating customized buttons to cater to unique requirements. For instance, he demonstrates a button to schedule a callback six months from a phone call. This adaptability makes the tool suitable for various marketing and sales strategies.

  6. Empowering Your Staff with Simplified ACT: Tony emphasizes that Automator4Act empowers business owners to train their staff more effectively. By customizing buttons to align with specific processes, employees can carry out tasks effortlessly, leading to enhanced productivity and streamlined operations.

Conclusion: Automator4Act is a game-changer in the realm of ACT software. With its intuitive custom buttons, users can optimize their ACT experience, simplify workflows, and boost efficiency. Tony Holowitz encourages businesses and individuals to explore this valuable tool, as it brings a fresh perspective to managing contacts, follow-ups, and customer interactions.

If you’re ready to elevate your ACT experience, don’t hesitate to reach out to Tony. He’s eager to offer assistance, provide an extended trial of Automator4Act, and help you unlock the full potential of ACT for your business. Thank you for joining us, and stay tuned for Part 2 of this series, where we delve deeper into the benefits of Automator4Act.