This App Fave Will Save You A Lot of Time!

by | Jun 30, 2017 | ACT! Kool Tips

If you missed our webinar last month showcasing our favorite Act! apps, then you really should glance at this etip.

There’s a tool that has saved our customers countless hours and a lot of money. 
It’s call Oak!Merge .


Why should you care about it? Because it’s the most effective way to:
  • Show sales history of your customers comparing this year’s sales to last year’s sales

  • Import prospect data from trade shows and events.  Don’t key them in manually!

  • Update existing contacts with new information
The Oak!Merge app provides a seamless process for bringing data from your accounting and ERP systems or any other database or list into Act!…and do it in a snap! It’s very affordable, no custom coding, we install and set it up for you and of course train you how to use it.  It can even run automatically so your data is just wonderfully there!

Contact me if you’d like to know more.

Is Act! doing all it can for your company? Let us show you how! Reach out to me any time or with any questions.