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"Customer Relationship Management Experts"
EXECUTIVE BUSINESS SYSTEMS
PRODUCTS(925) 570-4012
CALL US TODAY!
Time:
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
6:30-9:00 PM
Event Details:
1.) The Power of Mind-Mapping!
2.) Auto Increment Customer Numbers
3.) Attaching Documents to Contact Records
4.) Update to Sage ACT! Connect
5.) Custom Commands for your toolbars
Tips and Tricks and Q&A
1.) ACT! Boot Camp - Learn how to use key feature sets of ACT! to improve your daily performance.
2.) Day in the life of a successful ACT! user.
1.) 2011 Launch
2.) CRM Shootout - How does ACT! stack up against Salesforce, InfusionSoft, Outlook w/ Business Contact Manager, Day Lite for Mac.
3.) See ACT! on your iPad with ACT! Connect
4.) Tips and Tricks
5.) Q&A
1.) Return of ACT! Bootcamp
2.) Learn Key Contact Management Concepts
3.) Super Charge Your Use of ACT!
4.) Discover Client Profiling Strategies
5.) SWOT Analysis - Revisited
1.) Activity Series - What is it and how do I use it?
2.) Smart Tasks - What is it and how do I use it?
3.) Drive your business with ACT!
4.) Finally ACT! on the Web - but NOT - ACT! for Web!
5.) Keeping a library of documents at your finer tips.
1.) The return of Dazzle.
2.) The Mackay 66.
3.) The care and feeding of your ACT! database.
4.) ACT! on the web.
5.) Workflow with ACT!
1.) Bud will finally do his Task Management with ACT! presentation. Get new ideas for staying on top of all of your daily details.
2.) User Group Member Dick Williams from Executive Search Firm: Dick Williams and Associates will be on hand to demonstrate how he uses ACT! in his business.
3.) How to get added functionality by putting a center band on your screen. You gotta see this one.
4.) How to rearrange your Navigation Bar so it makes it easier to get around.
5.) Dinah Thompson will discuss ACT! in the Cloud - a new and powerful way to access your full function ACT! Program without the normal limits of ACT! for Web.
1.) Dinah Thompson discusses Mobile Computing - Using ACT! Mobile Live is a great way to interact with your ACT! database.
2.) User Group Member Bill Maillet will discuss the use of DropBox and how it can help keep your multiple machines in sync.
3.) "Getting things done." by David Allen is a process for staying on top of your calendar. GTD - as it is known by those who use the system wonder is it possible to blend GDT and ACT!?
4.) Tips and Tricks with a Q&A session too! Due to limited seating please RSVP to save your seat!
-Mobile computing with ACT! Mobile Live - By Dinah Thompson
-World Card Scanner - get your stack of busines cards into ACT! FAST! - By World Card Scanner Rep.
-DropBox - the ultimate cloud file sharing system
ACT! 2011 Upgrade Stories / Money Machine 2nd Edition a follow up to the Bill Fletcher discussion we had at our last session. / A Day in the Life - how to use ACT! in real world situations. / Mobile Computing - new thoughts on using mobile devices with ACT!
The User Group takes a swing at ACT! 2011
<More Agenda Items to Follow>
ACT! 2011 Roadshow Sneak Peek
Dinah Thompson: Deep Dive Swift Page Email
Bill Maillet: ACT! and Skype
Bud Rice: Great Follow Up Strategies
The Return of Rich's Guide. See what they have been up to and how as a member of the User Group you can get great content and super pricing.
ACT! on a MAC; are you kidding me? Nope come take a look and see how to get the best of both worlds.
Bud Rice on how to get the most out of groups. Find out how you get more done with these little know tips and tricks.
ACT! is the #1 selling Contact and Customer Manager.
If becoming organized and developing long-lasting, profitable business relationships is essential to your success, then ACT! is right for you. ACT! Consulting - your way - now!
Date:
2/21/2012
12/13/11
10/18/11
8/16/11
6/21/11
4/16/11
3/16/11
2/15/11
12/14/10
10/18/10
8/17/10
6/07/10
4/20/10
2/16/10
Location:
Side B Corp
5653 Stoneridge Dr.
Suite 102
Pleasanton, CA
Side B Corp
5653 Stoneridge Dr.
Suite 102
Pleasanton, CA
Intero Real Estate
10275 N. Deanza Blvd.
Cupertino, CA
Intero Real Estate
10275 N. Deanza Blvd., Cupertino, CA
Intero Real Estate
10275 N. Deanza Blvd., Cupertino, CA
Full Circle Insurance
3150 Crow Canyon Place, San Ramon, CA
Intero Real Estate
10275 N. Deanza Blvd., Cupertino, CA
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