Sage ACT! and Swiftpage are Now One! – 800.475.1047 – Support – Training – Consultant – Reseller

Sage ACT! and Swiftpage are Now One!

800.475.1047 – Support – Training – Consultant – Reseller

Important Announcement: On March 20, 2013, Swiftpage announced it has completed the acquisition of the ACT! And SalesLogix businesses.

Accounting Business Solutions by JCS is here to help with your Swiftpage implementation. Contact us to discuss the leading email and social media software program.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

How to Set Up QuoteWerks to Act Integration Support – 800.475.1047 – Training – Support – Consultant – Reseller

How to Set Up QuoteWerks to Act Integration Support – 800.475.1047 – Training – Support – Consultant – Reseller

Test procedures How to test a new version of ACT! With QuoteWerks

– Check for missing or incorrect data in ACT! Records QW creates -Check for duplicating or missing records in ACT! That QuoteWerks is should be creating or updating.

Pull in current contact info

– New quote, click on card button to pull in current contact. Was all the information correctly pulled in?

Search for an ACT! Contact

– New quote, click on the search button. Do a search by company, last name, phone number. Do they all work? Are the secondary contacts also being displayed? When selecting a contact for use does all the information correctly get pulled into the quote?

DataLink

– Configure data link to bring in a field from ACT! Into the QuoteWerks terms field and make sure this works both when pulling in the currently displayed contact and also when searching for and then selecting an ACT! Contact.

Create/Update linked document

– New quote, pull in current contact, save and choose linked document option.

– Make change to that same quote and save the changes, check in ACT! That the linked doc was updated.

– Check the Act attachments store folder to make sure that the dtf file was updated and that there are no additional or missing dtf files for that quote.

Create/Update Sales Opportunity for a quote

– Choose the save option to create an opportunity.

– Make a change to the amount in the quote and save again. This time select an opportunity to link to and then check in ACT! That the forecast was updated and the forecast and amount is listed for the selected opportunity.

– Create a new quote, pull in the current contact and save to create a forecast and on the forecast screen, choose to create a new opportunity in ACT! Then check in ACT that the opportunity was created and that all the correct information is in it, including dates, groups, etc.

– Then make a change to the amount on the quote and save to update the forecast. Check in ACT! That the opportunity amount was updated correctly.

–  Make sure that the Product is reflecting the QW document amount correctly Create/Update follow up call -new quote, pull in current contact, save and choose create follow up call

– Make changes to that same quote and save the changes, check the create/update follow up call option, change the follow up call data, and check in ACT! That the scheduled call was updated correctly.

Rename a quote

– Choose File |Rename to rename a quote that we already have a linked document, call, meeting, and to-do and sales opportunity for and make sure that the quote name was updated in all these records in ACT. Change the quote number

– Choose File |Save and change the document number for a quote that we already have a linked document, call, meeting, and to do and sales opportunity for and make sure that the quote name was updated in all these records in ACT. (Say YES to question about moving the links) Convert quote to an ORDER -Convert one of the saved test quotes to an order to verify that the forecast, call back, linked document, and profile/detail record are updated with the new order number and that no duplicated records are created. Do this with and without the “Preserve quote when converting to order” option.

Create/Update Completed Sale for “straight to Order”

– Create a New Order and save it for the first time, choosing the “Create/update Opportunity” option. Make sure the closed won opportunity is in ACT with the correct amount. Save changes to the Order

– Make a change to the order and choose all the create/update options and make sure it works. Convert quote to a LOST SALE

– Create new quote and when saving choose the options to create a call, meeting, and to-do, and sales opportunity and linked document. Then convert to lost sale.

– Verify that the opportunity is completed as lost. Save changes to the lost sale

– Make a change to the lost sale and choose all the create/update options and make sure it works. Printing ACT! Field data

– Modify a print layout to include a Contact Mgr. field from ACT! and then preview the layout to make sure the data is pulled from it. Then, move the current contact record in ACT! to a contact that is not embedded in the quote and preview again. The DataLink should still pull the data from the embedded quote record. Log sent email in history

-new quote, pull in current contact, save it. Then email the quote and check that the sent email is logged in ACT! history correctly.

– First set the qw email to SMTP and test that the email is logged correctly in ACT!

– Then set the email to Outlook and test that the email is logged correctly in ACT! F2 Lookup macro

– Test using an F2 Lookup macro like ~ACT!_Macro (TBL_CONTACT.SPOUSENAME) in the CustomText01 field on the Custom tab of the Quote workbook. NOTE, the field name in act is CASE SENSITIVE!

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

ACT! Software Support – 800.475.1047 – Support – Training – Reseller – Consultant

ACT! Software Support – 800.475.1047 – Support – Training – Reseller – Consultant

The most widely used business CRM software sold today ACT Software was purchased from Sage by Swiftpage over 2 years ago. While the product name remains the same Swiftpage continues to enhance the base product with Email marketing features as well as the capabilities to interface with QuickBooks and Sage 50 Accounting.

Your data can be converted up to the most recent versions easily but in rare occasions data corruption may occur. When you purchase your upgrade from JCS we will perform a FREE test conversion on your ACT software for you at no charge and provide feedback on the success of your upgrade. If you would like to speak to an ACT software Support Consultant to discuss your options please call. We provide the following services for your ACT software installation.

  • ACT Support on all current versions
  • ACT Software Training at our facilities, online or your offices
  • ACT Software Support on all older versions
  • ACT Software Consultant Certified for over 10 years on the installation and use of ACT Software

Providing Professional Support Services in the following areas using GoToMeeting software.

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia West Virginia Washington Wisconsin Wyoming

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Do you have basic set-up questions about your ACT CRM software Setup? 800.475.1047 – Support – Training – Consultant – Reseller

Do you have basic set-up questions about your ACT CRM software Setup? 800.475.1047 – Support – Training – Consultant – Reseller

JCS has ACT CRM Software Consultants that have been helping users for over 25 years. We work with multiple systems every day and we are certified Platinum level consultants––the highest level. Our number one priority is to help you fully leverage your software investment by providing the best customer relationship software training. We help you to enhance your knowledge of one of the industry’s most powerful software tools—ACT! CRM Software.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Free ACT CRM Software Demo – A review of features 1 on 1 – 800.475.1047 – Resller – Support – Training – Consultant

Free ACT CRM Software Demo – A review of features 1 on 1 – 800.475.1047

Free Demo How ACT Software Powers Your Sales Pipeline – a review one on one for your business.

By centralizing marketing and sales communications, ACT Software CRM solutions bring data efficiency to your company that can help you work more effectively and measure success (or identify missed opportunities).

ACT CRM also provides a platform that can automate sales, marketing, and customer support tasks across the enterprise – resulting in a truly powerful, real-time sales pipeline and performance analytics. Here are 4 ways ACT CRM software can power your sales pipeline.
Better Business Intelligence
Total Marketing Management
Better Lead Tracking
Accelerated Sales

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800.475.1047          solutions@jcscomputer.com

Accounting Business Solutions by JCS Relocates to Dallas Texas – 800.475.1047

Accounting Business Solutions by JCS Relocates to Dallas Texas

FOR IMMEDIATE RELEASE

Contact: Dinah Coop

Telephone: 800.475.1047

Email: solutions@jcscomputer.com

Website: www.jcscomputer.com

 

Small Business Accounting Software Training Facility – Dallas, Texas

Dallas, Texas, September 1, 2016 – Accounting Business Solutions by JCS, a nationwide leading provider of accounting software solutions, support and services, proudly announces their move to a new location in Dallas, Texas.

“We are excited to relocate our new facility which will better serve our clients from new business startups to manufacturing and distribution businesses,” said J Gary Finley, Training Center Manager. 

State of the Art training facility provides a classroom setting for a variety of businesses and accounting software including Sage 50 Accounting®, Sage 100®, Sage 100 Manufacturing®, Sage 100 and JobOps Field Service Management ®, QuickBooks® amongst other business related software taught by Certified Trainers.

“To celebrate this opening, Accounting Business Solutions by JCS plans to offer ‘A Buyers Guide to Accounting Software’ FREE by contacting us at 800.475.1047 or emailing solutions@jcscomputer.com.”

Accounting Business Solutions by JCS provides customer service and support to accommodate all size businesses effectively by offering valuable solutions for automation and detailed intelligence reporting thus creating streamlined efficiencies for businesses.  Reports are at your fingertips to manage finances, inventory, sales, purchasing, employees, payroll, and CRM databases.

 

Accounting Business Solutions by JCS

Since 1987, Accounting Business Solutions by JCS has worked with small-medium sized businesses throughout the Midwest to automate accounting, sales, and customer relationship processes.  JCS specializes in detailed business reviews, identifying areas of improvement through various software solutions and support to increase efficiencies. 

The US Commerce & Trade Research Institute recognized Accounting Business Solutions by JCS as a 2016 United States Excellence Award recipient for meeting and exceeding industry benchmarks for customer service, product quality and ethical practices.  For more information on Accounting Business Solutions by JCS, please visit www.jcscomputer.com or call 800.475.1047.

# # #

X