With the progress Mary has made using ACT! in a short amount of time, the managers now want more real-time information as to what is going on in the sales funnel. See what Mary discovered that will not make her the dreaded *go to* person in the company for reports, yet will make a lot of users very happy. Learn how she does it, and in the process how she leverages one of the Top 5 Overlooked Features of the ACT! Database Software.
If you have yet to sign up for the free video training series, go here. As always, provide feedback on the BONUS video in the comments section just below this post.
Hi, my name is Travis Campbell, I operate this site. A key to success in any business is to effectively manage your relationships. ACT! is a software product helping millions when it comes to doing just that. This Website is designed to assist both those considering ACT! software for their business, as well as to provide insight to ACT! users who want to effectively use it in their day to day operations. So login, post, browse and enjoy.
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Travis good job on the video. I agree with the point you were making about the value of tools that can summarize and represent the “larger picture” of the data contained within an ACT! or any database for that matter. Many people miss out on getting real value from their database… Far too many use their databases no more than glorified rolodexes. The only suggestion for the video might be to show a few different variations say screen captures of additional views. The purpose of this being to show other possibilities. Keep up the good work.
Steve-
Thanks for your always thoughtful comments. It sounds like we are reading from the same sheet of music. A database is as powerful as the end user allows it to become. If done right, a well kept database is a sales tool when it comes to a business planning for an exit strategy.
-Travis
Hey Travis…
a grat expose of the dashboard .. with the previous videos the whole concept of using ACT to extrapolate marketing data becomes clear..
Thanks
SAM BASHIR
Thanks Travis!! your videos and training material are great.
George
George-
Thanks for taking the time to chime in. Anything specific that you liked about this bonus (or any other) video?
-Travis