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ACT! 2009 From the Trenches Installation Best Practices

September 1, 2008 by Travis · Leave a Comment 

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I put a special video together showing customers how I install ACT! 2009.  This is from experience of installing many versions of ACT! over the years, and historically has been a common issue for those experiencing issues with the software.

This video is available for free for customers who purchase ACT! from my webstore.

Customers, I’d like to hear your feedback on the video, so that I can be better equipped to meet your needs.  What has your experience been with the video?  Were you upgrading, new install, how’d it go?

Please provide your honest feedback below.  Let everyone know where you are writing from prior to your question.

Example: “Travis, John here from Houston.  I found the video. to be…”

Thanks in advance.

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ACT Platinum Care and ACT 2009 Software : Pay little, get a lot

August 28, 2008 by Travis · 1 Comment 

It is really impressive to consider what Sage Software has done recently to win the loyalty of their customers and potential contact management or CRM customers.

They introduced a new program called ACT! Platinum Care which is introducing a subscription model to the ACT! software purchase. It is totally optional, and is different than how ACT! customers are used to purchasing the software.

The biggest value, is that ACT! Platinum Care customers always have the latest version of the software. This is important with all the new operating system patches being released, Sage has had to continue to develop the product to perform and satisfy customer requests, but in the process customers have got upgrade fatigue with each new annual release.

Secondarily is access to Sandler Sales Institute online broadcast portal for 1 year at no cost. This is full of continuing education for sales professionals, along with some other Sandler perks.

Third, you get access to their online members community where you can interact with other ACT! users and Business experts.

Lastly, there are exclusive benefits for members who need ACT! addon/enhancement products.

ACT! Platinum Care is a new initiative, and as such they are offering compelling pricing for folks who join before 9/30/2008. I’m also offering special bonuses to customers on my web store if you are interested.

I put together a 6min video that discusses all this, and how to claim the special pricing which ends Sept 30th. It is on the webstore, but I’ll include it here as well.


If you’d like access to the full review of the software, where I interview Dave van Toor Sage’s GM and VP of North America CRM. Have a look the Webinar LIVE-REPLAY I recently posted at http://www.WhatsNewWithACT.com If you are on the fence about the ACT! 2009 Software, this review was done with you in mind.

As always, feel free to leave your comments here on the blog.

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ACT! 2009 software is officially launched, what’s the big deal?

August 13, 2008 by Travis · 2 Comments 

UPDATE: Webinar is a success…Be among the first to get access to the LIVE-REPLAY page for this recorded webinar.  Simply fill out the form below and I’ll make sure you are kept in the loop. -Travis

It’s true, the ACT! 2009 software is officially available to the public.  It provides a host of new functions focused on making it easier for users to navigate through the application.

I will be hosting a live-webinar Thursday August 14th, 2008 at 3pm EST* and will be reviewing the features and functions of the program, and will have Dave van Toor as my guest.  Dave is the VP and GM of Sage CRM North America.  If you’ve been on this blog before you might remember the interview I held with Dave back in May. I will also be making a special offer to those who want to lock in the upgrade for the ACT! 2009 software.

If you want in on this webinar, with a chance to ask your questions, simply fill out the form below, and I’ll send you all the details.


Contact Information
First Name *
Last Name *
Email *
CRM version *
Users *

*The webinar will be recorded, so if you sign up after this date I will forward you an email to the LIVE-REPLAY page when it is available.

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