CRM AddOn Import IT eCast


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  • Harriet Thank you for joining us for CRM AddOn’s Learn IT eCast – a monthly presentation with comprehensive Information and Education about ACT Add On products.
  • CRM AddOn Import IT eCast

    1. 2. Learn IT Webinar featuring Import IT <ul><li>Get the Most Out of the CRM AddOn Products </li></ul><ul><li>February 24, 2009 </li></ul><ul><li>1:00 pm CST </li></ul>
    2. 3. CRM AddOn U.S. <ul><li>CRM AddOn U.S. is the authorized fulfillment partner for The CRM AddOn Factory </li></ul><ul><li>As a fulfillment partner, CRM AddOn U.S. utilizes expertise in </li></ul><ul><ul><li>Sales and marketing </li></ul></ul><ul><ul><li>Communication </li></ul></ul><ul><ul><li>Product support </li></ul></ul><ul><li>Provide a complete, one-stop resource for ACT! AddOn needs </li></ul>
    3. 4. Your Presenters <ul><li>Patrick McCulloch, Sales & Marketing Manager for CRM AddOn U.S. </li></ul><ul><li>Ingo Lange –President, CRM AddOn Factory, Germany </li></ul>
    4. 5. Patrick McCulloch CRM AddOn U.S. <ul><li>Sales and Marketing Manager </li></ul><ul><li>Prior to joining the AddOn world Patrick </li></ul><ul><ul><li>Managed a marketing creative agency </li></ul></ul><ul><ul><li>Project managed large public events </li></ul></ul><ul><ul><li>Directed multi-million dollar campaigns </li></ul></ul><ul><ul><li>Education background </li></ul></ul><ul><ul><ul><li>MBA </li></ul></ul></ul><ul><ul><ul><li>Bachelors Degree in Marketing with Minor in Finance </li></ul></ul></ul>
    5. 6. Import IT for ACT! Compatibility and System Requirements <ul><li>ACT! 7 to ACT! 11 </li></ul><ul><li>Standard, Premium and Web (local and server) </li></ul><ul><li>At least 2G of RAM </li></ul><ul><ul><li>4G required for faster importing </li></ul></ul>
    6. 7. Import IT for ACT! Features <ul><li>Update contact entries </li></ul><ul><li>Flexible duplicate checking </li></ul><ul><li>Verify source data </li></ul><ul><li>Add data to ACT! without changing source file </li></ul><ul><li>Create unique IDs </li></ul><ul><li>Import and Assign </li></ul><ul><ul><li>Documents </li></ul></ul><ul><ul><li>Pictures </li></ul></ul><ul><ul><li>Secondary contacts </li></ul></ul><ul><li>Concatenate fields </li></ul><ul><li>Automate and run as a Service </li></ul>
    7. 8. Import IT Basic <ul><li>Source material - .csv or .txt files </li></ul><ul><li>Works with companies and contacts </li></ul><ul><li>Adds documents to companies and contacts </li></ul><ul><li>Update the record manager </li></ul><ul><li>Create follow up activity </li></ul><ul><li>Create companies and groups </li></ul><ul><li>Link contacts to created companies and/ or groups </li></ul><ul><li>Import into custom tables </li></ul><ul><ul><li>With ACT! 10.02 or higher </li></ul></ul><ul><ul><li>Using CRM AddOn Table IT </li></ul></ul><ul><li>One license imports 2 databases </li></ul>
    8. 9. Import IT Standard <ul><li>All the same features as Basic, plus: </li></ul><ul><li>Importing of Notes </li></ul><ul><li>Importing of History </li></ul><ul><li>Importing of Groups </li></ul><ul><li>Add attachments to notes, histories, and activities </li></ul><ul><li>One license imports 2 databases </li></ul>
    9. 10. Import IT Advanced <ul><li>All the same features as Basic and Standard, plus: </li></ul><ul><li>Source material - .csv, .txt, MS Access and MS Excel </li></ul><ul><li>Imports Opportunities </li></ul><ul><li>Imports Activities </li></ul><ul><li>Imports Products </li></ul><ul><li>Assign contacts to groups and companies </li></ul><ul><li>Merge opportunities </li></ul><ul><li>Import documents </li></ul><ul><li>Assign Contacts and Companies </li></ul><ul><li>Import Users </li></ul><ul><li>One license imports 2 databases </li></ul>
    10. 11. Import IT Pro <ul><li>All the same features as Basic, Standard and Advanced, plus: </li></ul><ul><li>Imports SQL databases </li></ul><ul><ul><li>Only for ACT! 2007 and higher </li></ul></ul><ul><li>Each license allows unlimited database imports </li></ul><ul><ul><li>Single ACT! version </li></ul></ul>
    11. 12. Import IT for ACT! Highlights
    12. 13. Import IT for ACT! - Additional Columns <ul><li>Add data to your import that is not a part of your source data. </li></ul>
    13. 17. Import IT for ACT! - Groups <ul><li>Assign contacts to existing groups – or create groups as you complete an import. </li></ul>
    14. 21. Import IT for ACT! - Verification <ul><li>Import only records with complete fields </li></ul>
    15. 25. Import IT for ACT! - Activities <ul><li>Assign activities to all or some of the contacts in your import. </li></ul>
    16. 31. How to Purchase Import IT <ul><li>Buy online at </li></ul><ul><ul><li>Products </li></ul></ul><ul><ul><li>Accomplish More </li></ul></ul><ul><ul><li>Buy Now </li></ul></ul><ul><li>Contact your ACT! Certified Consultant </li></ul>
    17. 32. Contact Us <ul><li>CRM AddOn U.S. </li></ul><ul><li>866-558-6208 </li></ul><ul><li> </li></ul>
    18. 33. Thank You