Preact CRM
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SwiftQuote for Microsoft Dynamics CRM
preactcrm1
27 views
SwiftQuote enables sales teams to save time & avoid a lot of repetitive clicks by quickly creating new quotes from a streamlined interface in Microsoft Dynamics CRM. Add mu...
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Postcode Anywhere for Microsoft Dynamics CRM
preactcrm1
44 views
Demonstrating Postcode Anywhere address finder web service integrated with Microsoft Dynamics CRM. Automatically fills in address fields on Microsoft CRM for new records an...
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Microsoft Dynamics CRM Lead Scoring (Part 2): Web Activity Scoring
preactcrm1
120 views
In the final part of our lead scoring series this video demonstrates how Microsoft CRM can process web activity data to help marketers assess if leads are sales ready. We h...
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Microsoft Dynamics CRM Lead Scoring (Part 1): Grading Leads using Automated Workflows
preactcrm1
196 views
Microsoft Dynamics CRM - Lead Scoring (Part 1): Demonstrating how CRM users can see which leads are sales ready through a combination of lead grading and lead activity scor...
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New in Sage ACT! 2012 - Universal Search to find detail in ACT! attachments
preactcrm1
750 views
Demonstrating the new Sage ACT! 2012 Universal Search. A more expansive search that finds detail wherever its stored in ACT! including attached documents like Word, PDF & E...
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New in Sage ACT! 2012 - The Scratchpad virtual notebook for ACT!
preactcrm1
904 views
Demonstrating the new Sage ACT! 2012 scratchpad application. Track reminders & take impromptu notes outside the main ACT! application. The scratchpad is a updated edition o...
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Sage ACT! 2012 - Demonstrating the new Microsoft Excel import wizard
preactcrm1
3,525 views
Demonstrating the new Sage ACT! 2012 import wizard from Microsoft Excel including import log. Support direct Excel import, defining new ACT! field during the import wizard ...
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Sage ACT! Relationships Tab
preactcrm1
192 views
How to manage relationships between ACT! contacts using the Sage ACT! 2011 / 2010 relationships tab
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Sage ACT! Software Demonstration
preactcrm1
7,316 views
Demonstrating Sage ACT! contact management software. Includes ACT! 2011 / 2010 benefits tour for new and existing ACT! users to manage customer relationships (CRM)
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Sage ACT! Working with the Opportunity List Views
preactcrm1
283 views
Working with the ACT! 2010 / ACT! 2011 Opportunity List View
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