updates Archives - Caldere Associates

Even More Tools with Act! Premium v19.1

By | Act!, CRM, Maintenance | No Comments

Announcing the NEW eCommerce Connections

Now in Act! v19.1, Premium subscribers can connect directly to popular eCommerce solutions!

eCommerce Connections graphic v19.1

With the new eCommerce Connections, you will be able to:

  • eCommerce Connections History Tab v19.1View your customer purchase history for these solutions
  • From the History tab, view Order ID, Quantity, and price of items in the order, and the order total
  • Send targeted marketing campaigns to groups of eCommerce customers
  • Inform your sales conversations with pertinent details about a customer’s visits and buying habits
  • Boost all of your sales and marketing efforts
  • Start doing all of this without having to install separate apps or plug-ins

New functionality in Act! Companion for mobile users

Users of Act! Companion (first made available in v19) will now have the following additional functionalities in Act! v19.1 to eliminate needless picks-and-clicks and to enhance productivity on the go:

  • Quickly create a History from the Business Card view
  • Use @ mentions to associate history (meetings, events, calls, notes, etc.) to contacts or other users

Take advantage of multiple quality enhancements 

In response to user feedback, Act! v19.1 has put out several updates that you’ll want to incorporate into your installation. Make sure you have all of the new functionality and experience enhancements that make Act! the right solution for your business.

Contact us to learn more about how to upgrade to v19.1 and get the latest technology working for you!

Great Power BI Updates for the New Year!

By | Power BI | No Comments

Just before the new year Microsoft made some great Power BI updates, especially to their Power BI mobile apps. These new updates include:

  • New capability to share an annotated report by adding inking, text or symbols to a snapshot of any dashboard tile. This update has improved the menu and user experience to make it even easier and quicker to annotate and share. We can add a call to action on a specific metric and share the annotated snapshot over email, text or any other social apps. In addition, when we share a snapshot via email, Power BI will also generate a deep link to the tile or report. For example, Act! users viewing their closed-lost opportunities will be able to make annotations on the diagram.
  • Geofiltering for reports on Android devices.
    Earlier this year Power BI introduced the ability to filter reports based on the user’s current location for the iOS app. Now we can also use our Android device to filter reports by our current location. When using this app, we can filter our data by our country, state or city. As long as we are using the app, the filter will remain in effect in the reports to which we applied it. Act! users will now be able to section their Act! contact list data within Power BI.
  • Improvements to existing features:
    • Visual Links
    • Apple Watch integration
    • Offline background refresh adjustment to reduce mobile data consumption.

These new Power BI updates allow us to make sure our dashboards are always up to date, just by marking them as favorites.

How Can We Help?

Find out how Caldere can help you to build a more successful business:
Call +44 (0)118 945 6220 and speak to one of our dedicated specialists.

Contact us!