ACT! 2010 Road Show (San Francisco) | Sept 1, 2009

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Notes on slide 1

Frame the story. You invest time and energy maintaining details about your customers and prospects. But it’s frustrating when you can’t access the data when it really counts.

We do it all.We view sync as more than just mobile phones.

We do it in many ways.We view sync as more than just mobile phones. We like to spread the desk out for you and say, “Pick where you want to sync to.”

Example of how people are using CL in today’s Web 2.0 world.For as little as $49.95, you have a 2-way wireless sync solution.

Data goes to the native fields.

Benefit: phone features (Caller ID, linking to Address book) work great

Powerful interface.

Free + paid. Remote config.

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ACT! 2010 Road Show (San Francisco) | Sept 1, 2009 - Presentation Transcript

Mobilize your ACT!
When your data isn’t therewhen you need it
ACT! sync options(you have many)
Phones
PC software
Web services
Wired or wireless sync
Wired (USB)
Wireless
It’s hard to argue with free
Data we sync
Contacts
Calendar activities
To-dos
Notes & histories
Opportunities
User-defined fields
Syncs to native fields
Notes and histories
in the contact record
Linked contacts in
the calendar
Social media, here we come
Customize to your heart’s desire
Why CompanionLink is unique
We support it all: USB, wireless, Google…
Free support (phone + email)
One-time purchase
Works with your enterprise systems
Critical ingredient: tech support
Free email + phone support
Remote configuration service ($49)
Premium Support for 12mo. ($99)
companionlink.com/act
1.800.386.1623