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CCS Act Prior Meetings
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Topics: Importing Data into ACT!
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| 12/15/2011
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Speaker: Alan M. Lee
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Company:
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See the contact manager: ACT 2012 in cction. Ever get a trade show list and need to import it? Learn the ins and outs of importing external data into ACT!.
Learn when to use the built in import options in ACT and when use an add-on import utility. OAK!Merge data import tool will be demoed and discussed.
Send out Opportunities as a CSV and have others update them. Import accounting data automatically ever night
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Topics: Learn eMarketing and automation options
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| 11/6/2008
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Speaker: Alan M. Lee
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Company:
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| See a CardScan OCR business card scanner in action for inputting business cards. See Broadlook's Contact Capture scrape names and numbers from web forms. All attendees will receive a free copy of Contact Capture ( MSRP $209)
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Topics: Introducing ACT! 2009
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| 9/4/2008
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Speaker: Alan M. Lee
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Company:
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Review the newest ACT! Version and see a Demonstration: Top 10 new features in ACT!s latest version. Analyze data in a pivot table. Learn about the new Sage Premier Care options and some lookup tips from Alan Lee.
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Topics: Effective CRM Sales Management Techniques:
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| 11/19/2003
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Speaker: Alan M Lee
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Company: ATG
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| What metrics help the sales team reach its goals? Tracking calls per day: dials vs completed calls; number of initial meetings, number of Quotes, Pipeline/Sales Forecasting…. (Note: We are meeting a different room: in Youth Services Classroom on 1st floor)
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Topics: ACT! vs. Microsoft CRM vs. SalesLogix: How do they compare?
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| 10/21/2003
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Speaker: Alan M Lee
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Company: ATG
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| How do they help you sell and support your customers? Alan Lee will discuss how organizations are using ACT, Microsoft CRM and SalesLogix and conduct an open forum discussion on ACT! Tips and Tricks.
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