Contact Capture for ACT! training webinar

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If you use ACT! then Contact Capture is a must-have free tool. Contact Capture automates the Capture of contact information from email signatures, PDF, DOC, or and document you can cut & paste from. Contact Capture allows for the seamless export of contact information into ACT!. Works will all versions of ACT! from ACT! 2004 to present.

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Contact Capture for ACT! training webinar

  1. 1. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureStarts: 2pm CDTPresented by:Donato DiorioFounder & CEOBroadlook Technologies@idonatolinkedin.com/in/donatodiorioSkype: Donato.DiorioBlog: iDonato.comSponsored by ACT! Certified Consultants
  2. 2. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureTo Download Contact Capture:Get the Link from yourACT! Certified ConsultantYeah..It’s Free
  3. 3. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLDid you know that ContactCapture is 100% FREE?
  4. 4. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureWhat is the problem?
  5. 5. Never Type AnotherContactCapture it...with Contact Capture®forMore networksevery day•Social networks•Business networks•Events•Location services•Document sharing•Video•Blog communities•Comment/reputation•Life casting•Wiki
  6. 6. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forThe connected profile•Facebook, LinkedIn & social profiles•Dynamic access to location/checkin services•Product comments, reviews, Likes, (hates?)•Access to blog postings, wiki articles•Access to shared documents, slide shows•Access to video (youtube) channels•Access to 2nd level connections
  7. 7. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®for100
  8. 8. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLWHO’s on the call today?
  9. 9. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureWhat does Contact Capture do?1.Capture visible contact information from•email signatures•website directories•PDF, Docs, Excel2.Names, titles,emails, phones, company &social data (200+ formats)3.Cleans/Standardizes data4.Exports to contact manager, CRM, ATSNever Type Another ContactCapture it...with Contact Capture®
  10. 10. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forContact Capture licensing•100% Free•Requires registration•After registration you get a “Key” via email•Software works for 1 year•After the year, you will have to re-register•Keeps our DB updated•Makes sure we support current software•Support via online knowledge-base & email•Paid phone support availableNever Type AnotherContactCapture it...with ContactCapture®
  11. 11. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureContact Capture, install• Fill out the registration form• Download Contact Capture• Check your email for Activation Key•(if you don’t see, it check your spam folder)
  12. 12. Never Type AnotherContactCapture it...with Contact Capture®forPlay & learn: the sample pagehttp://www.broadlook.com/contactcapture/contactcapture2.htm
  13. 13. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®for101
  14. 14. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLFor the people doing the mostvolume at your company, what isthe average number ofContacts/People entered into yoursystem each day?
  15. 15. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureContact Capture, scope•Captures single contacts•Captures lists of contacts•Does NOT capture directories spread acrossmultiple web pages (that is Eclipse)
  16. 16. Never Type AnotherContactCapture it...with Contact Capture®forWhere it’s installed:1. Windowsbutton2. UnderBroadlookTechnologies3. ContactCapture
  17. 17. Never Type AnotherContactCapture it...with Contact Capture®forIt’s always ready:
  18. 18. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureContact Capture 1011.Highlight the text you want to capture2.On desktop: Press CTRL+CC3.In CRM’s, press CAPTURE button4.Review results5.Select contacts and export
  19. 19. Never Type AnotherContactCapture it...with Contact Capture®forToggle betweenSingle & Grid view
  20. 20. Never Type AnotherContactCapture it...with Contact Capture®forSingle view: 1 contact at a time
  21. 21. Never Type AnotherContactCapture it...with Contact Capture®forGrid view: See all contacts
  22. 22. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®for102
  23. 23. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLHow long does it take you to enterCompany name, address, city,state zip, phone. Plus name, title,email, phone, cell phone and socialnetwork links?
  24. 24. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureOptional Setup1.Choose overwrite or append mode2.Add your exclusions3.Choose normalizer settings4.Configure export target
  25. 25. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCaptureROI
  26. 26. Never Type AnotherContactCapture it...with Contact Capture®forChoose overwriteor Append modeOptional Setup, Step 1
  27. 27. Never Type AnotherContactCapture it...with Contact Capture®forOverwrite mode:•Every capture, deletes old captures
  28. 28. Never Type AnotherContactCapture it...with Contact Capture®forAppend mode:•Every capture adds to the list
  29. 29. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forAdding exclusions:•Avoid capturing your own name/email•Speeds the capture processOptional Setup, step 2
  30. 30. Never Type AnotherContactCapture it...with Contact Capture®forAdding exclusions:1. PressOptionsbutton
  31. 31. Never Type AnotherContactCapture it...with Contact Capture®forAdding exclusions:2. ChooseExclusionsTab3. EnableExclusions4. Fill in yourcontact info
  32. 32. Never Type AnotherContactCapture it...with Contact Capture®forExclusionsLive Example
  33. 33. Never Type AnotherContactCapture it...with Contact Capture®forChoose normalizersettingsOptional Setup, step 3
  34. 34. Never Type AnotherContactCapture it...with Contact Capture®forChoose normalizer settings1. PressOptionsbutton
  35. 35. Never Type AnotherContactCapture it...with Contact Capture®for2. ChooseNormalizerTab3. Chooserules4. RevieweffectChoose normalizer settings
  36. 36. Never Type AnotherContactCapture it...with Contact Capture®forNormalizerLive Example
  37. 37. Never Type AnotherContactCapture it...with Contact Capture®forConfigure export targetOptional Setup, step 4•Be ready with username/password infofor your target system• For web-based systems, you may need aconnection URL
  38. 38. Never Type AnotherContactCapture it...with Contact Capture®forConfigure export target1. Press“Selected”Exportbutton2. Make sureyou havecontactsselected
  39. 39. Never Type AnotherContactCapture it...with Contact Capture®forConfigure export target4. Chooseyourexport target5. Stepthrough thewizard(different forevery target)3. “BLUE”Export screenwill appear
  40. 40. Never Type AnotherContactCapture it...with Contact Capture®forConfigure export targetNext time you need toexport, just press the“GO” button. ContactCapture will rememberall your logininformation (storedencrypted)
  41. 41. Never Type AnotherContactCapture it...with Contact Capture®forConfigure export targetNote: Contact Capturewill NOT rememberyour password unlessyou explicitly tell it to
  42. 42. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®for200
  43. 43. Never Type AnotherContactCapture it...with Contact Capture®forContact Capture Interface - Live•Home tab•View tab•Editing tab•Workflow tab•Grid interface
  44. 44. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLWho else is watching thewebinar with you today?
  45. 45. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®for300
  46. 46. Never Type AnotherContactCapture it...with Contact Capture®forAdvanced features•Custom fields•User tags•Customize Grid
  47. 47. Never Type AnotherContactCapture it...with Contact Capture®forCustom fields1. Custom fields tab ison the options page3. If you are alwayslooking to capture thesame special fields,lock the ones you need2. Turn onauto-detect forcustom fields
  48. 48. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forCustom fieldsLive Example
  49. 49. Never Type AnotherContactCapture it...with Contact Capture®forUser tags1. User tags tab ison the options page2. Choose whetherONE or MANY tags canbe chosen3. Add your list of tags,separated by commas
  50. 50. Never Type AnotherContactCapture it...with Contact Capture®forUser tags4. Use ContactCapture asnormal. Fill in tags
  51. 51. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forUser tagsLive Example
  52. 52. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forCustomize GridPress the customizegrid button to selectfields to display
  53. 53. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forWhen NOT to useContact Capture
  54. 54. Never Type AnotherContactCapture it...with Contact Capture®forStrengths/ weakness•Great when all data is on one page•Still a lot of work when data is spreadacross 100’s or 1000’s of pages•Will not get paragraph style information(biographies, summary info)
  55. 55. Never Type AnotherContactCapture it...with Contact Capture®for
  56. 56. Never Type AnotherContactCapture it...with Contact Capture®for
  57. 57. Never Type AnotherContactCapture it...with Contact Capture®for6000 chambers of commerce
  58. 58. Never Type AnotherContactCapture it...with Contact Capture®for50,000 Associations (with member directories)
  59. 59. Never Type AnotherContactCapture it...with Contact Capture®forEvery bank and credit union
  60. 60. Never Type AnotherContactCapture it...with Contact Capture®forHospitals
  61. 61. Never Type AnotherContactCapture it...with Contact Capture®for200,000 Independently Built ListsA Small Sample:Forbes 500Deloitte top 500 technology Co.Top 500 FranchisesInc. 5000Top 100 computer Co.Top 500 construction Co.Canadas Top 300 Private Co.Canadas Top 1000 Co.Top 100 Emerging Co.Top 100 Houston Co.Top 75 Best Places to work in ISTop 250 Canadian TechnologyTop 250 Lobbying FirmsTop 1000 Publicly Held MFG Co.Top 100 Hottest Private Co.Top 100 Apparel Co
  62. 62. Never Type AnotherContactCapture it...with Contact Capture®for100,000 Trade show exhibitor lists
  63. 63. Never Type AnotherContactCapture it...with Contact Capture®forFind an agent pages
  64. 64. Never Type Another ContactCapture it...with Contact Capture®forCopyright 2013 Broadlook Technologies, All rights reserved.#ContactCapturePOLLHave you come across lists thatyou would love to capture, but theamount of time/effort kept youaway?
  65. 65. Get it now:Contact your ACCNever Type AnotherContactCapture it...with Contact Capture®forEclipse
  66. 66. Never Type AnotherContactCapture it...with Contact Capture®forEmail: ddiorio@broadlook.comContact your ACC to get:• Contact Capture Download• Recorded webinar• A software demoFeedback for DonatoSlides: slideshare.com/DonatoDiorioTwitter: iDonatoLinkedIN: linkedin.com/in/donatodiorioBlog: idonato.com

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