Archive for the ‘ Videos ’ Category

Top 5 Overlooked ACT! Features Video 2

ACT! Database Training

In this video we see that Mary was tasked by the VP of Marketing to get as many qualified leads as possible for a new product starting next week.  Learn how she does it, and in the process how she leverages one of the Top 5 Overlooked Features of the ACT! Database Software.

Click the image to see the initial video, and signup for the free video training series.  As always, provide feedback on video 2 in the comments section just below this post.

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Top 5 Overlooked ACT! Features Video 1

ACT! Database Training

This video sets the stage, and introduces our marketing manager, Mary Smith.  Viewers learn a bit about Mary, but also how she experienced quick productivity gains by leveraging one of the Top 5 Overlooked Features of the ACT! Database Software.

Click the image to see the video.  As always, provide feedback on video 1 in the comments section just below this post.

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ACT! Database Software: Reporting the Easy Way…

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

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

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

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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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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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