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