Act! CRM Software Tips & Tricks

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Simplify Act CRM: Put a Button on It

by | Oct 1, 2021 | ACT CRM Software Tips and Tricks

Put a button on Act CRM.  Simplify your Act Experience.

https://www.keystroke.ca/en/shop/product/automator4act.html

Keystroke has created a software program called Automator. This software is a powerhouse of simplification when it comes to act. You can use the software to simplify tasks such as entering notes and entering histories into Act software. Need to schedule a call for the future? No problem. Create a simple button, added color and text to it and add it to the act layout.

One of the most common complaints I hear from act users is that they barely scratch the surface of what act can do. Sometimes I hear frustration and sometimes I hear stories of people that have stopped using the software. I see this as a challenge to help people become more productive when using act software by simplifying it.  The video below will give you some insights in how to accomplish that within Act software by Swiftpage.  Automator is only limited by your imagination. Do you have multiple steps you need done quickly within act? In essence, something called a macro. There are so many things you can do with this software that I haven’t even scratched the surface of its capabilities.

Automator4Act

Automator4act performs calculations, mail merges, creates notes or histories, and a whole lot more!  Think of it as Macros for your Act! database. Automator4act is designed to make repetitive tasks simple, quick, and error-free.

  • Specify Buttons for particular task
  • Perform multiple tasks with a single button
  • Make tasks conditional with if/then statements
  • Reference fields in the database within your actions
  • Create lookups using data from current contact
  • Mail Merge HTML documents
  • Perform complex mathematical equations

 

Example: A common button created is the “New Contact” button. After putting the vital info that cannot be automated such as Contact name, phone number, email address, etc. A push of this button will create a history regarding the creation of the contact, creates a company, sets field data like ID/status and record manager or sales rep, creates activities for follow ups, and does an email merge welcome email.