If you have ACT! 2010 or Sage ACT! 2011 and you’re not using the Web Info tab you are missing the boat. And, if you haven’t figured out how to use the Web Info tab in conjunction with your favorite social networking sites, then you’re in for a treat.
You’ll find the Web Info tab in both the Contact and Company Detail views. The Web Info tab is actually a browser that displays information based on data in various fields on a contact or company record. Sage ACT! comes with a number of links to sites including Google Search, Google Maps and Weather.com so you can instantly scour the Net for more information or just see what the weather is like in your contact’s location. You can also easily add new sites; for example, many of my clients like to create a link between their contacts and Twitter.
By far my favorite web link is the one to LinkedIn. LinkedIn is a business-oriented social networking site mainly used for professional networking; as of the latest count LinkedIn had more than 80 million registered users. The beauty of sites like LinkedIn is that they offer you another way to stay in front of your contacts; any posts you make on your LinkedIn site are visible to all of your LinkedIn contacts. And, in the event that a contact leaves his place of employment and changes his e-mail address, you’ll still be able to connect with him.
Here’s how you can start building your own LinkedIn network in 5 easy steps:
Start by logging in to your LinkedIn account.
Social networking is becoming an essential method of communication. If you’re a Sage ACT! user you can stay in touch with your important contacts at the touch of a button.
Author - Michael McKenna
Mike has been working in the CRM arena since 2001. With a BA in Economics and a BSc. in Financial Information Systems from Trinity College Dublin, plus a background in project management and sales, Mike is a recognised CRM expert with over a decade of experience in delivering cost-effective solutions that work.
To get notified of new posts on this Blog, click on the button below.