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ACT! by Sage, questions…answered

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Well it’s finally here…  I’ve been working hard putting
the final touches on a TeleSeminar to offer my best
answers to top contact management questions by ACT!
users as submitted at www.AskTheACTPro.com. Initial
feedback on this ACT training, as well as the bonus
package has been very positive.  You can get all the
details about the TeleSeminar (including some
of the questions I’m going to be answering) at this web
page:

> > > http://www.actasap.net/teleseminar/ask

IMPORTANT: Please check out that page right away.
This is a time limited AND space limited offer.

Warmest Regards,
Travis
www.ACTblogger.com
www.ACTasap.net

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Next Version of ACT! by Sage coming soon…

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As it is with most any software product, new versions emerge with some regularity these are often in response to customer requests.  The folks at Sage are no different.

Recently I attended a closed door event to see and test the latest version of ACT!

At this time I am permitted to talk about the new product with customers only.  However, I want to share with everyone what I learned at the event just as soon as I can.  If you’d like to be kept in the loop, please go to: www.whatsnewwithact.com
I plan on holding an online event to share with you what is new in this forthcoming release of the ACT! Contact Management system by Sage Software. 

Speak soon,
Travis

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Do More with The ACT! Contact List

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The Contact List is the spreadsheet-like view of a list of contacts in your database.  In ACT! 2005/2006 this contact list is shown when more than one contact shows up on a layout.  It can also be brought up by hitting the [F8] key on your keyboard.

You may have noticed how static and even stale the Contact List view is in ACT!?  As the product ships there isn’t a ton of flexibility to spruce it up and make it what I call Visually Intelligent.  That is, you look at the list and instantly know key information about the contacts represented on the screen.

On an TeleSeminar Thursday June 22 at 6pm PST 9pm EST I have a special guest who has a way to do make the Contact List visually intelligent.  One example, imagine if you could make a contact yellow whose birthday is in the next 30 days, but orange if their birthday is within the next 7 days?  Perhaps you want to colorize your sales territories, or colorize based on title or ID/Status.  The possibilities are profound.

Allow me to encourage you to register for this seminar, you might be the one who wins this piece of software.  There are only 99 teleslots reserved.  You can do so here:
http://www.actasap.net/teleseminar/dc/

Speak with you on the call,
Travis

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An ACT! Video Tutorial

2 Comments »

I received an email from Debbie and it caught my
attention, I’ve shared it and my response below.
(She gave me permission…)

“When we merged our ACT databases together,
all of the contacts from Jill’s database filed into one
contact group in my system. Can you tell me how
to move contacts from one group to another?”

Click here to see my video response.

Feel free to respond with any feedback or forward
to others.

Travis
PS: Stay tuned for a TeleSeminar coming soon!

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Automation…a key to productivity

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In a competitive marketplace, businesses are demanding more from its employees.  To keep a leg up on the competition they need to not only be more productive, but be smart about what to be productive about.  Less about working harder, more about working smarter.

Having a contact management system is a step in the right direction.  However, having a contact management system that has key elements automated may very well give you a leg up on the competition. 

I have put together a video of a product that automates the processing of online web inquiries.  This is key for businesses who have a website, and are not sure how to manage the number of emails that come in as a result of inquiries or sales through their website.  It is only 5 minutes long, so I only had time to show one key feature, creating an offline copy of your online database.

Have a look and feel free to post feedback.

Travis
www.ACTasap.net
www.FreeACTtips.com

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