Posts Tagged ‘ email ’

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

Technorati Tags: , , , , , , , , , , , , ,

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

Technorati Tags: , , , ,

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.

Technorati Tags: ,

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

Technorati Tags: , , , ,

ACT Database Software Tax Day Special, 24 hours only


It’s here, tax day in the USA. As I stated in he above video, I had a little surprise this year. I have never owed taxes before, but things are different this year (thanks to a record-breaking 2007).
buy act softwareFor anyone who purchases the ACT! software from my site before 12pm EST April 16th they will be entitled to the following bonuses:

3 LIVE-REPLAY Interviews with thought leaders in sales and marketing and
3 ACT! software training videos
:

LIVE-REPLAY Interview #1 with Tim Templeton: Author of several business books including, “Referral of a Lifetime”: (A Ken Blanchard series Book): In this 1 hour call, “People. Processes. Relationships. Results” Tim shares the Principle of Relationship long with 6 Business Building Processes that Guarantee Results. His hourly consulting fee is over $500/hr, and is well worth it. MP3 + Call Transcripts ($147 Value)

LIVE-REPLAY Interview #2 with Laura Posey: “Six Secrets of Sales Magnets” I grill Laura on her *Secrets*. The audio is a little shakey, but the content is excellent, MP3s. It just may cause you to rethink your approach to sales and your career. ($97 Value)

LIVE-REPLAY Interview #3 with “The Connector” Larry Benet: What do Larry King, Richard Branson, Harvey Mackay, and Mark Victor Hansen and self made billionaire Bill Bartmann have in common? They all personally have a relationship with “The Connector”. The topic: “10 Secrets for Doubling Your Business in Less Than 12 Months”. Buckle in, as we cover a lot on this call, Larry gave some great content
which may transform how you interact with others in the business community, and give you insight how a pro gets access to high profile professionals. MP3 + Call Transcripts ($147 Value)

Online Video Tutorial 1: “ACT 2008 “From the Trenches” Installation Best Practices” ($47 Value)
Online Video Tutorial 2: “Transforming Data into Information” Making the most of the Dashboard in ACT 2008 ($47 Value)
Online Video Tutorial 3: “ACT! 2008 Customers Top Questions” Exclusive Video Training where I field top questions on this latest version, ACT! 2008. ($197 Value)

*Extra Bonus* for those purchasing 5 or more licenses:
30 Minute Personal Phone Consultation (coaching) to get you pointed in the right direction with the software.

Tax DayNOTE: I just wrote the check, stamped and sealed he envelope, and put it this morning.

How to get this package:
1.) Purchase your software through this online ACT Software Store between 12pm April 15, and 12pm April 16th.
2.) Register for your bonus by opening a support ticket at
http://www.TravisHelpDesk.com. Fill in the required fields and designate the following items
Subject: Tax Day 2008 bonus
Category: Bonuses

Then paste a copy of your email purchase reciept in the message section. Fill in the security verification, and then click “Submit Ticket”
3.) Wait patiently for a personal reply from me through the help desk. I should get back to you within 24 hours.

That’s it! hope you have a great April 15th, and a prosperous 2008!

buy act software
Regards,
Travis
PS: Do you commonly wait to the last day to pay
your tax bill? Feel free to post your comments below.

Technorati Tags: , , , ,

Monitor
Close

Join Now and get Top 5 Overlooked Features of ACT! Video Series

"Video 3 reminded me of so much power in using opportunities to the full, fantastic, many thanks.
-Tom Clune"