The contact list in ACT! is great, it allows you to see all your contacts, or a lookup of contacts in a spreadsheet like format, nice.  You can even pair down the lookup with ‘tag mode.’  If you really want to take the contact list to the next level you need to check this out.

I recently had a call with my friend Jim Durkin.  He has a product called Contact List Plus, and it turns the contact list on it’s head!  I recorded the call, and have posted a portion of it here for you to review.  It actually ended up being a full fledged training session on Contact List Plus.

I’m making the entire training available for $47 here.  Great for folks who already own it, but not brushed up on all it’s features (there are some great use cases in this video).  However, if you don’t yet own the software, I’m including the training for FREE for new customers only who buy through this link http://www.ACTasap.net/clp.

So checkout the video below, I’ve included both in Hi-Resolution (for broadband connections), and Normal Resolution…

Hi-Resolution

Normal Resolution

What do you think? You using this addon? Would this be useful for you? Claim access to the product and LIVE-REPLAY training here:
Contact List Plus

As always leave your comments and feedback here on the blog.

Technorati Tags: ACT 2005, ACT 2007, ACT 2008, act 2009, act database software, contact management, upgrading

UPDATE: The webinar was recorded, to get priority access to the LIVE-REPLAY page, simply fill out the form below, and I’ll forward you all the details.

Let’s face it, if you attempt to do any customization of ACT! reports, it is tedious at best. Truly it is not the core strength of this contact management software. My friend Jason has a great idea how reporting should be. I talked with him on the phone recently, and asked questions about his product (video below).

What we’ll cover on this call:
o Why Contact Management Reporting is Important for Your Business (advantages)
o How Reporting Allows You to Get a Leg up on the competition
o Jason’s product, and a very special offer
o Chance to win a $100 Visa Debit Card

To be truthful, this product has saved my clients thousands in customization work. I’d like to introduce you to Jason, so have a look at the video, and sign up for the webinar by filling in the registration form below.

Webinar/Call Details:
Date/Time: July 31, 2008 at 3pm EST, 12pm PST
Where: Your Phone, and Internet Connected Computer
Duration: ~60 Minutes

I look forward to speaking with you on the call.
-Travis

Technorati Tags: act, ACT 2005, ACT 2007, ACT 2008, ACT 6, act training, contact management, database, email, outlook, reports, software, video, Webinar

Well, it’s here. The new iPhone. It seems Mr. Jobs and the folks at Apple have done it again. They’ve got many whipped up in a frenzy for this new device which is tagged as “Twice as Fast. Half the Price.” Clever marketing, and based on the video I watched from their World Wide Developers Conference a few weeks back, it certainly seems impressive, and I do think the upgrade is warranted on it’s own, beyond that third parties are making it even more compelling. Read on…

So what do you do if you are an ACT! software user and you want to sync your iPhone with your ACT! database? I have some good news, now you can sync your new iPhone with ACT!, wirelessly. Sounds to good to be true? Not really, Sage isn’t providing this, it comes from an innovative third party developer that contacted me last week. It also syncs with quite a few other applications…again wirelessly, but more on that in a moment.

What you need? Three things… First: CompanionLink Professional (save 5% when you purchase through that link). Second: iClink, which is available today on the Apple AppStore. Third: CompanionLink’s Wireless Sync Service, available for a small monthly fee for CompanionLink Professional users.

Here is a clickable diagram from their site…

As you can see it is a pretty simple setup, and for remote people who want keep up to date with their ACT! database in the field it may make a lot of sense.

If you aren’t an ACT! database user, and want to sync with another software wirelessly, see if the list of products they support meets your needs…

With CompanionLink solution, you can sync your iPhone 3G wirelessly with the following:

• Outlook with Business Contact Manager
• IBM Lotus Notes
• FrontRange GoldMine
• Google Apps
• Palm Desktop
• Novell GroupWise

One of the big pushes made with this new release of the iPhone 3G, is working in corporate envrionments (this includes small businesses), including Sync with Microsoft Exchange. Apple has made it easy for folks like CompanionLink to write compelling software solutions (who would say sync wirelessly with your sales database and iPhone isn’t cool?). Check it out for yourself.

Details on the setup here. Save a few bucks on CompanionLink Software here.

As always, leave your comments below on the blog.

Technorati Tags: ACT 2008, act database software, business contact manager, clickable diagram, companionlink, handheld, iphone, world wide developers conference

Attention Sales and Marketing Professionals (ACT! and non ACT! software users alike)
Date: Thursday June 26, 2008
Time: 3pm EST, 12pm PST
What: Internet Search Acceleration Webinar
Register Here

Are you someone who knows the value search engines can provide your business, but find using them laborious and time consuming? What if you could automate most of your Internet research so you could sell more?

Recently, I visited with a friend who shared with me some amazing Internet research software. I don’t get super-impressed with software (afterall it is just a tool), but for folks spending time doing market research online, this high-end software is worth a look. (register for webinar here)

I was hoping to put a video up here to show you the software in action, but I’d rather have Mike show you personally, so I’ve made special arrangement with Mike’s office to host a webinar with you in mind.

This world-class suite of products allows companies to reduce Internet research from hours to minutes, putting them in touch with qualified prospects in a fraction of the time. In this 1 hour webinar you’ll learn how you can arm yourself with tools your competitors haven’t seen.
-Stop cutting/pasting contact information into your database
-Find your niche, no matter how specific
-Work with existing lists and directories
-Build a contact list in moments
…and that is just the beginning.

Mike showed me how he extracted hundreds of contacts from a
series of websites for export to a contact database of choice
in less than 2 minutes. (register for webinar here)

The software automates the “grind” functions of Internet research, such as:
-Trolling through company/directory/portal websites to find names, phone numbers, email addresses and such.
-Using search engines to find disparate information on contacts and companies
-Clicking/copying/pasting or retyping pertinent information from the web, into a usable format. (excel, outlook, ACT!, crm, ats.)

If what I’ve described resonates with you, please carve out an hour to learn
more on this webinar…Thursday June 26, 2008 at 3pm EST, 12pm PST

-Travis
PS: I’ve arranged for a free gift
from Mike for those attending
this webinar. Register here.

Technorati Tags: act database software, excel, google, internet research, msn live, outlook, search engine, yahoo

Have you ever received an identical offline marketing piece (like a postcard, brochure, or promotional materials) from the same company more than once? How did that make you feel? Or have you ever sent a mailing out, only to find out that you send duplicate pieces to the same prospect, so that you not only incurred unnecessary marketing expense, but more importantly lost credibility in the mind of the recipient?

I battle this all the time in the online world, as I was forced to switch online mailing services not too long ago… Subscribers are still getting duplicates.

I recently evaluated a product to help deal with duplicates in ACT, in the right situation, it can save a ton of time and headache. Have a look.

Want to get the trial? Go to this page to find out more about this eGrabber software.

Technorati Tags: act database software, video