Put Spreadsheet Style Information into Act CRM Easily: Tables-4-Act

by | Oct 2, 2021 | Act CRM Software Fundamentals

Imagine you own an ice cream shop and a customer visits Tony’s Famous Ice Cream to buy some ice cream. Chocolate to be exact. In a cone; a sugar cone. He buys a chocolate medium-sized sugar cone. You want to be able to record this information to see trends, so you can better plan future inventory and marketing programs.

How do you do that in Act?

You could insert some fields into Act called ice cream, size and serving type without great difficulty. Where this starts to get tricky is tracking the second time the customer comes into the store. And the third. And the fourth. And the 25th time. How do you track all that data? Act would require that you create unique fields for each visit and this is highly impractical.

Tables-4-Act is a $70 per year subscription service that is the solution to your problem.

Tables for Act will allow you to add a single field for ice cream, serving type and size that you can use over and over again. If the customer comes in 100 times, no problem. It is easier for me to illustrate this with the video and I have created one that is a little longer, about 10 minutes, than I normally like to create. But I think it is worth it.

The goal of this video is to get you thinking in a different way about Act and recognizing the potential of entering data that can be used to your advantage.