Export Notes from Act!
How to Export Notes from Act!
(Hint: You cannot do this within the native program)
In case you are looking go at it alone or with your I.T. contractor, you can export some of the data, but not all the data out of Act!. For instance, the contact list view doesn’t export the unique IDs so notes, history, opportunities or the calendar won’t connect back to the correct contacts when you import them into another CRM or an ERP. For instance, if you employ a native tool such as the ACTREADER, SQL Studio or ODBC connection, these programs cannot strip out the RTF/HTML code formats as shown here. Our service can export the notes from Act! into a CSV format along with the unique IDs.
- Act! knowledgebase answer: "Can I export Act! notes to Excel?"
- Act! knowledgebase answer: "What can I export from Act! ?"
We offer alternatives to Act!, and we convert the data.
MondoCRM remains platform agnostic, which means we aren’t tied to one CRM’s limits, and we can weigh a couple options.
- WiredContact (Easiest to convert from Act!).
- Zoho CRM
- Bigin by Zoho CRM
- Benchmark One
If your CRM or ERP isn't listed here, we can still help.
We offer the Act! database export service, so you can take the spreadsheets to your consultant so they can do the import. We have done this for companies in the US, UK and Israel moving to Salesforce, Hubspot, or other industry specific ERP or CRM systems. If you have additional questions before migrating systems, check out our guide to leaving Act! CRM.
- Contact us to review your current situation and timeline.
- Give us a backup of your Act! database.
- We'll send you a sample set of 100 records from your database.
- If you like it, we'll finish the export.
- We'll email you a link to download the ZIP file for the rest of the data after the invoice is paid.
- Budget $700.00 (£565.00 + VAT) per database.
Defining the KPI for a Professional Services Firm
On 11/5/2016, I attended a webinar with my peers in the CRM industry. by Ron Baker of the VeraSage Institue. My peers in the CRM industry wanted to learn how to make our practices better, so he suggested we measure our own KPI by looking at it from our clients' perspective not just ours.
For example, instead of measuring how many tech support cases we had to offer at no charge, we should measure our success rate of solving it within 30 minutes.
Check out this indepth article, citing the airlines industry.
Make It Easier for Your Sales Reps to Sell
I have been reading Selling Power magazine for many years, and I finally figured out they don't talk much about CRM. Why ? I believe they don't like data entry or even re-entry or administrative work like compiling reports. So, when you design the CRM, ask the software or your local consultant to make it "one-click" easy. Since I used ACT! when I was in sales, I thought it was "second nature" for others like me to take 5 clicks and moving between 4 fields to enter in a history with the proper details. Turns out I was wrong. One of my clients pushed me real hard to make macros in WiredContact. With WiredContact, I can one button do the following:
- Record a "Sales Call" rather than a generic "history done" or a "note".
- Automatically fill in the "Regarding " Field to say: Sales call with John Kaufman at The CRM Connection
- All the sales person needs to do is say what happened.
OK, that's fine, but what's in that for the sales manager and those looking for trends in their company ? With one click, I made WiredContact do the following:
- Filter the current week (day or month)
- List only successful 2 way conversations or meetings
- Tally the number of meetings by category, number of cold calls and voicemails
- Count the Number of fields updated. This way the manager can summarize whether the sales rep is updating the data so he can be well armed for subsequent calls
- Section this off by Sales Rep
Consider this when designing your CRM system, no matter the platform. Push your consultant to make it even easier to get data into the system.