Act! Deep Dive Webinar Series

Join Pat Egen, expert CRM specialist with over 25 years of experience helping businesses enhance their sales processes, as she takes you on a journey learning the real power of Act! and how it can “kick up your business” several notches. She has taken hundreds of companies on this journey and has witnessed dramatic results.

Act! is more than a Rolodex

The Act! CRM application is so much more than a Rolodex.  Pat will step you through using Act! to streamline your business processes, integrate with popular applications, and take your sales to the next level.  Even if you have used Act! for years you will learn techniques you can use every day.  If you are new to Act! you will learn why you need this application to enhance your business world. Pat will get you up to speed on the new features that have been added over the past versions.  In addition, you will see how to use the new WEBAPI to connect Act! with hundreds of external applications – for free. Several Tips & Tricks documents will be provided as usable takeaways after the session.

Date: November 18, 2016 2:00 PM – 3:00 PM EST

Cost: $20

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Workflow in Act! – automating business practices so you can go Sell!

Everyone wishes they had extra time or additional people to get things done.  That’s not always possible. Act! can help automate repetitive tasks so you can be free to spend time making money.  Need customers to renew contracts? Act! will remind you and even automatically send out emails. Have a series of tasks you always do with a new client.  Act! can add them automatically to the calendar and remind you. This session will show you these hidden gems as well as show you addons that can add even more power to Act!.

Date: December 2,  2016 2:00 PM – 3:00 PM EST

Cost: $20

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Data – There’s Gold in them thar’ Act! Hills

When Act! is used effectively, there is a wealth of business intelligence inside its records.  This data can help you make improved business decisions.  Has your email campaign generated sales? Has your telemarketing effort produced more customers? When was the last time you visited certain regions? Are people buying all your products and if not, why?  You can find this information in Act! using a variety of methods. Deep searching routines can be used. There are several reporting tools that can create reports to help zero in on opportunities. Dashboards can graphically depict sales results. You can even use Excel to automatically retrieve the data and create awesome Pivot charts that will make any sales manager Smile.  We’ll show you how.

Date: December 16, 2016 2:00 PM – 3:00 PM EST

Cost: $20

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Refund and Cancellation Policy:
Webinar fees are non-refundable. No refunds will be issued for missed webinars.  If you need to miss a webinar, you may use your registration for another webinar on another date – call us to make the adjustment.