CRM AddOn Import IT eCast

Learn IT Webinar featuring Import IT

Get the Most Out of the CRM AddOn Products

February 24, 2009

1:00 pm CST

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

Your Presenters

• Patrick McCulloch, Sales & Marketing Manager for CRM AddOn U.S.

• Ingo Lange –President, CRM AddOn Factory, Germany

Patrick McCullochCRM 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

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

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

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

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

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

Import IT ProAll 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

Import IT for ACT!Highlights

Import IT for ACT!- Additional Columns

Add data to your import that is not a part of your source data.

Import IT for ACT!- Groups

Assign contacts to existing groups – or create groups as you complete an import.

Import IT for ACT!- Verification

Import only records with complete fields

Import IT for ACT!- Activities

Assign activities to all or some of the contacts in your import.

How to Purchase Import IT

• Buy online at www.crmaddon.us– Products– Accomplish More– Buy Now

• Contact your ACT! Certified Consultant

Contact Us

CRM AddOn U.S.866-558-6208

www.crmaddon.us

Thank You