Archive for the ‘ General Features ’ Category

ACT! 2009 software is officially launched, what's the big deal?

UPDATE: Webinar is a success…Be among the first to get access to the LIVE-REPLAY page for this recorded webinar.  Simply fill out the form below and I’ll make sure you are kept in the loop. -Travis

It’s true, the ACT! 2009 software is officially available to the public.  It provides a host of new functions focused on making it easier for users to navigate through the application.

I will be hosting a live-webinar Thursday August 14th, 2008 at 3pm EST* and will be reviewing the features and functions of the program, and will have Dave van Toor as my guest.  Dave is the VP and GM of Sage CRM North America.  If you’ve been on this blog before you might remember the interview I held with Dave back in May. I will also be making a special offer to those who want to lock in the upgrade for the ACT! 2009 software.

If you want in on this webinar, with a chance to ask your questions, simply fill out the form below, and I’ll send you all the details.


Contact Information
First Name *
Last Name *
Email *
CRM version *
Users *

*The webinar will be recorded, so if you sign up after this date I will forward you an email to the LIVE-REPLAY page when it is available.

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Posted in ACT Related, General Features, Other Technical, TeleSeminars, Webinar, upgrading | 4 Comments »

Sage Software CRM Leadership Video Interview

*Update…this has been reposted, as unfortunately there was a glitch, and the previous post was removed (and the many comments it had…)

NOTE: This interview went longer than expected, and I couldn’t cutout certain sections since many of the questions were good (afterall they came from the subscribers of this blog), so I’ve made the first part available here. You can get the final segment of this interview by filling out the form below the video…

Claim Access to the Final Segment Here…
First Name *
Email *
Current Software *
Users *

Detail: When filling out this form, be sure to pay attention to video instructions on the next page after clicking “Give me the Rest, Travis” button. Oh, and the Final Segment video is higher quality.

-Travis

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Posted in ACT Related, General Features, Handhelds, Technical, Videos, upgrading | 6 Comments »

Sage Insights 2008, More Info for ACT! Users Coming…

Back from the conference, and am working to get caught up with customers before editing and posting the video.

It sounds seems that the blog posts have created some interest, thanks to many of you subscribers and readers.

Just got an email from a friend letting me know that CRM Buyer referenced this blog in a commentary on Sage Executive leadership, even quoting many of your comments here on the blog. Be sure to check it out, is your name here?

Stay tuned for the video soon. BTW, the interview seemed to go well, I’m no Barbara Walters (as if you didn’t already know that…), but I’m encouraged there is some great content there. Unfortunately, I won’t be able to show the whole thing on the blog…it is just too long…(it over 3o minutes long).

Speak soon.

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Posted in ACT Related, General Features, upgrading | No Comments »

Update: Sage Insights Conference, ACT Software User Questions for Sage Executives


As per the video, the comments on last weeks blog post were numerous…and very educational. I’ve summarized them but want to make sure I’m not missing anything.

Obviously I cannot discuss all the questions that came in, some of which I’ve already answered, so I plan to have a conversation in categories of interest derived from
the post comments.

So if there is anything missing from these items. Please post your questions in the comments section below.

Discussion Points:
> User Interface Items (Calendar, and Sync)
> Handheld Sync
> Email (Outlook and ACT! Email)
> Web 2.0 and Social Networking
> Poor Market Perception
> Integration (accounting, faxing, exchange)

Am I missing anything? The way for you to be heard, and for me to make the most of my time with Sage Executives, is to submit your comments and questions below…do it now as time is running out (interview should happen in the next day or so).

Also, if you haven’t done so, feel free to subscribe to the RSS feed of this blog, but clicking the subscribe buttons to the right.

Speak soon,
Travis

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Posted in General Features, Videos | 13 Comments »

What's New in the ACT 2008 Software…confusion?

Brace yourself. It is coming.

What’s that?

Options. Decisions. And potential CONFUSION.

The 2008 version of the ACT software is coming, and because they are “celebrating 20 years”, it may be the most significant release in some time.

With all the fan fare comes confusion, and CONFUSION=HEADACHES.

WARNING: Many have already purchased the product at pre-release without reading the fine print.

That’s why on July 11th at 4pm EST, I’m hosting a no frills review teleseminar to diffuse the confusion surrounding ACT 2008. I’ve been working with the software since May, and want to share the following:

(more…)

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Posted in ACT Related, General Features, TeleSeminars | No Comments »

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